Idea Exchange Promotion | Community
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Level 5
March 13, 2018
Question

Idea Exchange Promotion

  • March 13, 2018
  • 286 replies
  • 34152 views
Hi everyone! I've collapsed down a list of ideas that we have upvoted within our internal team and would appreciate your support too! Managing Tasks/Approvals Prevent Task from Being Marked as Complete If Required Fields on Custom Form Attached to the Task Are Blank Routing Custom Forms for Approval or Print to PDF Link Proof and Task approvals Task getting auto-approved when a Proof or Document associated with the Task is approved Managing Proofs Proof reviewer / approver delegation by current reviewer / approver Add/Edit Automated Proof Workflow from Inside the Proof Viewer New Proof: Change default from basic to automated Automated Proofs: Add option to create automated proofs as default or expose to API UX/Other/Admin Ability to export Custom Forms "https://community.workfront.com/discussions/community-home/digestviewer/Ability%20to%20report%20on%20issues,%20tasks,%20and%20projects%20together%20in%20one%20report" Ability to report on issues, tasks, and projects together in one report Allow screenshots in updates/comments Ability to convert the field type to another field type Make Custom Forms Appear as Tabs Implement Quick Pins for Custom Forms for shortcuts to Layout Templates New Home: Bring back Recent Updates I want to be able to set a default View/Filter/Grouping from Layout Template Ability to move from Sandbox to Production Mandatory logging of time on task Out of Office auto replies to directed updates Populate empty profile pictures with user's initials James Hill
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286 replies

Level 7
March 31, 2018
Just posted this in the idea exchange. "https://support.workfront.com/hc/en-us/community/posts/360001733673-Custom-Form-Layout" title="Custom form Layouts">Custom-Form-Layout I was surprised to not find this already in the idea exchange. Maybe its because I am on my 13th hour today.. so if this is duplicate please accept my apologies. One thing I have been very frustrated with custom forms is how the data fields are displayed once the form is rendered. In the custom form setup you basically have two options, do I want this field to be next to the one before it or do I want it to be underneath it. If you get too many side by side fields then it rolls over to the next line anyway. Even Microsoft Access lets you design custom forms on a grid. At least with dashboards you have the option of choosing some basic layouts (see image). Would it be so difficult to give us the same layout options for custom forms? So I humbly submit this idea - "Custom Form layouts". If you feel as frustrated with the look and feel of your custom forms I would appreciate your votes! Michael "https://support.workfront.com/hc/en-us/community/posts/360001733673-Custom-Form-Layout" title="Custom form Layouts"> Michael Lebowitz GuideWell Connect
Level 2
April 5, 2018
I have a complex project with multiple parallel paths that are close to the critical path. I really need to be able to see the days of float for the tasks on my project. Would you please upvote my request? Here is the link and details. https://support.workfront.com/hc/en-us/community/posts/360002029654-Add-Field-for-Days-of-Float-or-Slack-So-It-Can-Be-Added-to-a-View Note:The Float Date doesn't calculate correctly. There is another request to fix that. Therese
Level 10
April 5, 2018
Upvoted. While we're talking detailed Project Management fields I'll pimp my feature request to fix the SPI index. It's currently incorrect because it does not use the Baseline. So it's basically useless. Please upvote if you'd like to see this field yield the correct results. "https://support.workfront.com/hc/en-us/community/posts/115006151767-Fix-the-SPI-CPI-Indexes">https://support.workfront.com/hc/en-us/community/posts/115006151767-Fix-the-SPI-CPI-Indexes Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT
Level 4
April 6, 2018
Upvoted! Linnie NRF
Level 10
April 7, 2018
Thank you! Vic Alejandro Denver Water
Level 5
May 3, 2018
Title Vote Sum Last Activity Created "https://support.workfront.com/hc/en-us/community/posts/360005435774-Enable-Reporting-on-the-Project-User-Object">Enable Reporting on the Project User Object 4 "https://support.workfront.com/hc/en-us/community/posts/360002147114-Show-names-instead-of-IDs-in-Show-Filters">Show names instead of IDs in Show Filters 1 "https://support.workfront.com/hc/en-us/community/posts/115004524993-Create-a-collection-of-users-under-job-role">Create a collection of users under job role 7 "https://support.workfront.com/hc/en-us/community/posts/115000693734-Allow-aggregating-of-strings-with-CNT-and-DCNT-in-standard-mode">Allow aggregating of strings with CNT and DCNT in standar... 7 "https://support.workfront.com/hc/en-us/community/posts/115004305293-Update-object-names-in-mobile-app-and-notifications">Update object names in mobile app and notifications 4 "https://support.workfront.com/hc/en-us/community/posts/115000596934-Ability-to-set-default-dates-and-date-limits-for-custom-date-fields">Ability to set default dates and date limits for custom d... 6 "https://support.workfront.com/hc/en-us/community/posts/115007521768-Allow-graphing-of-calculated-columns-or-add-calculated-fields-to-hour-objects">Allow graphing of calculated columns or add calculated fi... 10 Enable Reporting on the Project User Object - This would allow you to create Project Reports grouped by Users that are on that project. I get this request a lot when managers want to see what projects their team members are on. Especially creatives. Large projects have so many tasks/assignments that reports from that level are unmanageable. I do use DCNT to count projects on those reports, but that is unstable. This would be an easy fix! Show names instead of IDs in Show Filters. - How many times have you clicked on show filters and seen some ID and still have to go into edit mode to see what's being filtered? Can we please see the name of the object instead of the ID? So much more usable, such a little change. Create a collection of users under the job role object. - I can quickly report on members of a group or team, but not users assigned to a role in a role report. This would make it easier to understand who is listed in each job role. Allow aggregating of strings COUNT and DCNT in standard view columns. - You can currently only aggregate on numeric columns, so reference numbers instead of names. Let's put count and distinct count as aggregation on string columns without TEXT mode. And please put DCNT in standard workfront instead of hiding it. You often need to see how many distinct objects you have instead of counting objects. Update object names in mobile apps and notifications. - It's confusing to users if projects are called Jobs in standard Workfront and Projects on the app. Ability to set defaults and limits on custom dates - Custom dates can currently be set to ANY date and this can cause all sorts of problems, from wrong century, to custom due dates being set in the past, to weekends, to anything. Can we have a calculated default and date range made available: like this date can be set as $$TODAYb+2w-$$TODAYe+4w to give users a logical date range to choose. Allow graphing of calculated fields and/or allow calculated custom fields on hours objects - Hours are generally a key reporting type, but the ability to put hours on different objects and the lack of ability to include custom fields or calculations can make matrix and graphs a bit of a nightmare. Please extend calculations to HOURS. Even if it's just the ability to grab the custom field that's on the closest object. If I have the same field on a project, task and issue then I should be able to say parent.MyField and report on it! -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com Helpful? Buy me a coffee: https://www.patreon.com/mlayten - we simplify your work so you can run your business -
Level 3
May 9, 2018
Thank you for posting this thread, Alison! I am repeatedly hearing from our users that modifying documents in Workfront is too cumbersome. We need the ability to modify without having to download the document (similar to SharePoint or Google Docs). I found an item out in the Idea Exchange that speaks exactly to what we are looking for. If your teams could benefit, please up vote. "https://support.workfront.com/hc/en-us/community/posts/115001903288-Document-Modification-without-download">https://support.workfront.com/hc/en-us/community/posts/115001903288-Document-Modification-without-download Jodi Biscevic GM Financial - International Operations
Heather_Kulbacki
Community Advisor
Community Advisor
May 10, 2018
autosave on timesheets would a bonus https://support.workfront.com/hc/en-us/community/posts/360006714594-Autosave-Timesheets Heather Slater Thermo Fisher Scientific Inc.
Level 9
May 10, 2018
This would be great! So many times I have lost time entered since our system logs us out after 30 minutes of inactivity, and when I log back in, all my time entered is gone. Don't forget to add a vote yourself too =) Adina Pierce Cisco