Adobe Workfront

KatherineLaCommunity Advisor

Explaining Report Editing versus Custom Form Editing

In my instance, we have a frequent question/point of confusion that comes up with our team and I’ve never quite been able to come up with a good way to explain it to people that makes sense to them. I’m wondering if this is a common confusion, and if anyone has come up with good teaching methods for it? Scenario: We make a custom form for a new intake process, and a matching summary report for the team who manage the process to see all the records/data that are input on it. Over time, the process managers get used to using that report like Excel, and rarely have a need to open the Issue/Request record that’s behind it.Challenge: Sometime later, the process managing team have someone new join the team. That person is shown the report and asked to make some updates. They are unable to make the edits, which results in a support ticket to my team incorrectly asking for edit access to the report itself rather than the records it’s displaying. The real issue is that the new team member was

KathrynCo3Level 1

Standardize Email Notification Subject Lines to Lead with Ticket SubjectNew

Idea SummaryUpdate Workfront email notification subject line formatting so the ticket subject appears first, followed by the notification type or status.ProblemUsers rely on email subject lines to scan, filter, and sort notifications. Currently, Workfront places notification actions first, which creates inconsistent subject lines and makes sorting ineffective.Current examples: Request Submitted: Subject Comment on Subject Subject is Ready to Start Because the ticket subject is not consistently positioned, users cannot easily group or prioritize notifications related to the same work item.Proposed SolutionStandardize all Workfront email notification subject lines using a consistent structure:[Ticket Subject] – [Notification Type/Status]Examples: Subject – Request Submitted Subject – New Comment Subject – Ready to Start Benefits Improves email sorting, filtering, and scanning Creates consistent notification patterns Reduces user friction managing high email volumes Aligns w

150

JenniferMa10Level 3

Can Workfront show more than the Primary Person assigned to a task on reports?New

Hi!It would be great if Workfront would show all people assigned to tasks on reports instead of just the primary person.

321

AbisheikMeLevel 3

Workfront project report

I am trying to calculate On-Time Delivery % in Adobe Workfront using a Project report, but the percentage column is not returning any values.What I have done so far: Created a row-level calculated column to flag on-time completion: IF(ISBLANK({actualCompletionDate}),NULL, IF({actualCompletionDate}<={plannedCompletionDate},1,0)) This column correctly returns 1 for on-time and 0 for late items. Added a second column to calculate the percentage using text mode: valueexpression=SUM({DE:On Time Flag}) / COUNT valueformat=percent Added filters: Status = Complete Actual Completion Date is not blank Planned Completion Date is not blank Added grouping (Project Type / Team / Status). Issue: The On-Time Flag column shows values correctly. The On-Time % column shows no values (blank) even after grouping. My question: Is there a supported calculated formula in Workfront to calculate On-Time Delivery %? Are COUNT or aggregation functions not supported in valueexpression for Project

211

AbisheikMeLevel 3

Workfront Project Report

Hi,Is there any possibility to add a field in the Columns section of a report that shows the number of projects created by a specific user in Adobe Workfront?I am specifically looking to display this value as a column, rather than only seeing it in grouping summaries.Context: Report types tested: Project Report and User Report Requirement: Count of projects created by a user Expectation: A numeric value displayed directly in a column Challenge: Calculated fields do not support aggregation (COUNT) across related objects. Text mode expressions using COUNT() do not return values. Question to the community: Is this functionality supported in Workfront? If not, what is the recommended or standard approach to display the number of projects created by a user in project report?

321

AbisheikMeLevel 3

Workfront Calculated field

Hi Is there any option to calculate the count of Number of project created by user in calculated field on user report or is there any field that exists default to count the Number project in user object report.

191

NuriaMunguiaAdobe Champion

Bulk Unshare of Projects, Issues, Tasks, etcNew

Enable system admin to unshare with a specific user multiple projects, tasks, etc. Today if 100 projects were shared with a user, you can not unshare the 100 projects at once, you have to unshare one by one by one by one by one by one by one.. .until done for a specific user.

NuriaMunguiaAdobe Champion

Custom Form Audit Trail

When a user removes a custom form from an issue or any other object, the system updates area does not keep an audit trail letting us know that a custom form was removed. Need a way to know when a custom form was removed from a record and by whom regardless of the object.

110

NuriaMunguiaAdobe Champion

Custom Form Updates TimeStamp

I would like to be able to capture via a calculated field when custom text field has been changed. Current option is to look at the update feeds Update feeds captures thru Audit Text when a field change is reported in the update feed showing the before and after. Extracting thru text mode the Audit Text Entry date and making know which custom form field you are looking for and its corresponding entry date is nearly impossible.

NuriaMunguiaAdobe Champion

Please add an Undo Button for System Admins available on Custom Forms, Reporting, etc

Undo button available for system admins when designing/creating within a custom form, layout template, reporting, text mode. Please make this available when designing scenarios in Workfront Fusion as well. Why is this feature important to you - Eliminate unnecessary rework.How would you like the feature to work - Start by adding the undo button in custom forms, so if you delete a field by accident you can undo the action.Current Behaviour - There is no undo button

CarolMajewskiAdobe Champion

Show Schedule Exceptions (Holidays) in Calendar ReportNew

My idea is to offer the ability to pull Workfront Schedule Exceptions into Calendar reports in a manner similar to how user PTO can be displayed in a Calendar report. My company operates globally and uses multiple Workfront Schedules on user profiles with Exceptions to reflect regional office holidays. These Exceptions appear as holidays in the Workload Balancer and appropriately block resourcing, which works well for our resourcing needs. However, we would also like the ability to surface Workfront Schedule Exceptions in Calendar reports when reviewing task and project dates. Currently, this functionality is not supported by the API. Would love to see this added to the product roadmap.

401

CarolMajewskiAdobe Champion

Create Date Range Setting in Report Filters to Ignore WeekendsNew

My idea is to offer a date range filter in reports that ignores weekends. We use date ranges in many of our reports. When using a date range filter, including relative date ranges such as between $$TODAY-2D and $$TODAY, weekends are included in the calculation. As a result, when a report with the above relative date range is run on a Monday, tasks due on Thursday and Friday may not appear because the weekend days are counted in the range. We have used a Report Prompt, allowing users to manually enter the appropriate dates based on the day they are running the report. But we would like the ability to tell the system to ignore weekends when setting a date range filter in reports. Currently, Workfront offers the ability to ignore weekends in Schedules, Repeating Deliveries of reports, and creating Recurring Tasks.I would love to see a similar functionality built into report filters to tell the system to ignore weekends for date ranges. Thanks!

341

MoniqueEvansCommunity Advisor and Adobe Champion

Create a "Between" task predecessorNew

No task duration type, constraint type, or predecessor dependency type allows Project Managers to create tasks with variable durations. We have several instances where task A and C are set dates and task B falls between them. This duration can be 50+ business days and changes as task A and C move based on external factors. This also happens so frequently and in different workflows that a Fusion scenario isn’t feasible.Ideally Workfront would have a new predessor type that drives both the start and end date independently instead of depending on a planned duration. Task B planned start date starts when Task A’s end date finishes and Task B’s planned completion date finishes when Task C’s start date starts. The current work around is to set fixed dates for the task and manually update them as the other tasks recalculate but that takes a lot of diligence and effort on the project manager.

240

EricSa7Level 2

Custom task field that is a URL but shows a label not the full URL

Hi team,I use Power Apps to automate many of the tasks that we have as part of our projects. To help users access the app direct from Workfront, I have created a custom calculated task field that stings together a URL that will open the app on the page needed with the project loaded. The issue is, the URL is long and takes up a lot of room. Is there a way I can have this URL behind text such as "Go To Power App". Like you would if you were doing HTML (<a href="url">Go To Power App</a>)The calculation I am using is...CONCAT("https://apps.powerapps.com/play/e/10ce04bd-ba11-e353-9800-82af01dab1cb/a/f31e71a2-b125-4314-bcd7-511edf6fd56f?DeepLink=",{DE:SAAT Screen Code},"&PID=",{project}.{referenceNumber})Can I display this URL on each task as  "Go To Power App"? Thanks for your help. 

15242

CoryClLevel 1

If I delete an Asset Type, will that fall off past project reporting?

I am planning to refine and standardize the marketing asset types and associated deliverables used in Workfront. If I delete an asset type, will that fall off past project reporting? Is there a way to just archive an old option on a field and not completely delete?

171

MateanuiArLevel 2

Enhancement request - Improve views, columns, and filtering in Workfront Goals and Progress IndicatorsNew

In Adobe Workfront Goals, the current UI offers very limited view customization compared to Projects or Tasks.At the Goals and Progress Indicators levels, users cannot:- Add or remove columns- Display additional fields- Group or sort data- Customize or save viewsIn particular, at the Progress Indicators level, there is no ability to group, filter, or customize the view in a similar way to task lists.These limitations make it difficult to review goals at scale and reduce usability for leadership and program-level reviews.

361

Mikaela-NewellLevel 3

Some of my Experience League posts are gone?

Since Experience League updated to the new look, some posts are simply gone…This should be a thread called “Case Insensitive API”: https://experienceleaguecommunities.adobe.com/t5/workfront-questions/case-insensitive-api/m-p/791327#M71355 This should be a thread called “Task Reporting, Updates/Notes List”: https://experienceleaguecommunities.adobe.com/t5/workfront-questions/task-reporting-updates-notes-list/m-p/791234#M71347Any advice?

433

CatherineKeLevel 5

Can I calculate the average number of proof versions for a user?

I am currently using a document version report to show how many Approved proofs a user has for a certain period of time, along with the number of versions of the proof. Can I calculate the average number of proof version for the user?For example, in this screenshot, can I calculate the average number of proof versions from Kevin by totaling the “Ver” column and dividing the number of proofs (17)? I’m very open to getting this information with a different type of report, if needed.Thanks!

493

ProjMgrLevel 1

Link specific views to projectsNew

For improved clarity and productivity, could Adobe provide an option to associate a project with a default or preferred view that automatically loads when the project is opened?(If I understand Workfront correctly, it always uses the most recently selected view when opening a project. This requires users to manually search for and select the appropriate view each time, even if a view was created specifically for that project.)

151

PatriotLevel 2

'Everyone in the system can view' ... Except ContributorsNew

Before Adobe combined the Requestor and Reviewer Access Levels, reviewer had the ability to view project, portfolio, reports, etc.. if the share setting 'Everyone in the system can view' was selected. Since we now only have one Access Level called Contributor, this setting is non-functional and explicit shared users must be selected otherwise Contributors cannot view these resources.This is clearly and oversight when merging the previous access levels and needs to be reversed. The 'Everyone in the system can view' is false and should not be an exception with a hidden meaning that is not reflected in any documentation.

321

PollyCoLevel 9

add hours to a billing record through api

I thought that it would be fairly straight forwardhour/hourID?billingRecordID=billRecordID&method=PUTThis doesn’t throw any error at all but neither does it actually add the hour into that billing record.I tried the updates method and again, it doesn’t error out but it doesn’t also add the hour into the billing record.hour/hourID?updates={"billingRecordID":"billRecordID"}&method=PUTAnybody able to successfully add hours to billing record via api?

231

AbkaLevel 1

Formula Field in Workfront Planning

Hi I am working on formula field in Workfront Planning . My objective is to display the selected values of connected field (Name : Test Field) in new Formula field separated by a delimiter.Currently what is happening is when I directly write this formuala: {Test Field}, it displays values in this format. ["ABC","PQR","XYZ"]. So I am assuming this is becoming like an array field.When I change the formula to Arrayjoin(“”,{ Test Field}, the formula field displays value as below without any delimiter.ABCPQRXYZ. Wondering how do I add a separator that will enable to get display of values like ABC, PQR, XYZ

502

lagarLevel 2

Workload balancer - hours showing when no tasks assigned

Having an issue with Workload Balancer showing hours allocated to a user, even though they have no tasks against their name for that date. Similarly, seeing dates with inflated hours, where the assigned tasks add up to a certain number, but the number shown in balancer is significantly more. Is there a solve for this?

582

Mikaela-NewellLevel 3

Document View, Proof Approver Decisions, Filter by Proof Role

Hi all! I have a view built to use in the Documents tab in projects, which shows something like this: The issue is that if someone gets set as a role that can make a decision, and then gets bumped down to Reviewer, they still show in the Pending column (even though their decision is no longer needed). This is the code for the “Decision: Pending” column:displayname=Decision: Pendinglistdelimiter=<div>listmethod=nested(currentVersion.proofApprovals).liststype=iteratevalueexpression=IF(LOWER({approverDecision})="pending",CONCAT("🟡 ",{approver}.{name}),"")valueformat=HTML Is there a way to add a condition to the IF formula where I could “filter” down to see people who have a decision-making role currently? TYIA!

501