Has anyone had success creating a Portfolio Request? | Community
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AbelleWoo
Level 3
April 11, 2024
Question

Has anyone had success creating a Portfolio Request?

  • April 11, 2024
  • 1 reply
  • 744 views

I am working on building one request for (most) asks.

One option I would like to offer is creating a new portfolio/campaign as a request - is this possible? Has anyone been able to do this?

 

Currently, the marketing team set up their own portfolio and add in a custom form in Portfolio details. No one really needs to be notified or it be converted, but looking to reduce human error and streamlining the process for users.

 

Thanks

 

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1 reply

MoniqueEvans
Community Advisor and Adobe Champion
MoniqueEvansCommunity Advisor and Adobe Champion
Community Advisor and Adobe Champion
April 11, 2024

I had a Workfront Support request queue that included the option to request a new program. You cannot convert an issue to a Program or Portfolio, but you can still use the request queue to gather the information.

From there, you have two options. Either manually create the Program/Portfolio and then close the request, or use Fusion to create the Program/Portfolio and then close the request.

I have a Fusion scenario that creates Programs. I added a typeahead field to the form so that Fusion will fill in the created Program name into that field as well as add the URL to the URL native field. This has saved a lot of human hours and error.

    KatherineLa
    Community Advisor
    KatherineLaCommunity Advisor
    Community Advisor
    April 11, 2024

    I have a Fusion scenario that detects the creation of a new Company in Workfront, creates a matching Portfolio for it, then attaches a custom form to the Portfolio and fills it out. Another scenario detects a Project created for a specific Group, then gets the Company from the project and creates an appropriate Program for it in the right Portfolio. 

     

    As far as a request queue, you could build one for just about anything. It's mostly a matter of capturing all the information someone would need to take action on the request. Secondly, capturing anything that Fusion would need to take action, if that's the intended use case for the queue.

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