Adobe Workfront

In Workfront, the Templates we build for our teams tend to fall into two major categories. The first is the standard end-to-end workflow for every project type. These come pre-configured with many other settings/features to streamline creation and work management; standard folders, internal queue settings, custom forms etc. The second type of templates are setup as collections of ad-hoc tasks meant to be appended after a project is created for things that aren't done very often (custom legal approvals) or needed repetitively (extra client edit rounds).   The second template has minimal additional features, expecting the project they'll be added into already including them. Inevitably, someone creates fully new projects from them by mistake, and this creates reporting discrepancies and trouble tickets later. I have long wished for a way to block creation of new projects from those templates, while still allowing the person to append the tasks when needed.   With the implementa

Hi team, I'm using Workfront for all my work. If any stakeholders mention a certain date in Workfront to follow up on, is there a way to set a reminder in Workfront to track that? Please let me know if you have any suggestions. Regards,Vino

Workfront is down for my team today, getting this message:An error occurred while processing your request.Reference #221.7abdb17.1754918151.2e772449https://errors.edgesuite.net/221.7abdb17.1754918151.2e772449

Hi All,I'm trying to use the PROJ/search API endpoint to find projects that meet the following criteria:(status is not CPL AND status is not DED AND enteredByID = 111) OR (status is not CPL AND status is not DED AND enteredByID = 222)I know that the API takes the filters in a text mode like manner, so here's my attempt for the 1st part (line breaks added here only for easier reading):PROJ/search?$$LIMIT=2000&fields=ID,name,status,enteredBy:name &status=CPL &status_Mod=ne &AND:1:status=DED &AND:1:status_Mod=ne &enteredByID=111How would I add the 2nd part of the filters?I'm trying this:PROJ/search?$$LIMIT=2000&fields=ID,name,status,enteredBy:name &status=CPL &status_Mod=ne &AND:1:status=DED &AND:1:status_Mod=ne &enteredByID=111 &OR:1:status=CPL &OR:1:status_Mod=ne &OR:1:AND:2:status=DED &OR:1:AND:2:status_Mod=ne &OR:1:enteredByID=222But it gives me an error response:422 Unprocessable Entity - APIModel

I am trying to create a task report that ONLY pulls in the next milestone to be completed on a project. I have this report very close to where I need it but, it is currently pulling in every task with a milestone associated with it that's not complete - I only need the next milestone associate task that is incomplete.  The milestone view does not work for the desired finished report, a milestone report doesn't work due to filtering constraints, and our milestones are not all associated with the same task names across our projects.  Ultimately, what we're trying to achieve is a report that shows how many projects we have in each program that are currently in each milestone stage (ie, 3 projects currently in milestone 2, 6 projects currently in milestone 3, etc). 

I'm a novice when it comes to Project Finances inside of Workfront and the native reporting options available inside of Workfront. I'm hoping someone can help explain what date is being used in Workfront to pull an allocation date on a Project (Financial Data) report in regards to expenses. The allocation date is the only date option available for filters, views and groupings but it doesn't explicitly call this out anywhere on what it means in regards to expenses.    The documentation around this is rough and mainly speaks to budgeted hours - aka labor.   This is from the glossary of terms - which doesn't seem to lay it out specifically but I'm feeling like it's the planned date of expenses since the budgeted hours would also be "planned" hours. Allocation Date You can find this field in the following types of reports: Project (Financial Data) Budgeted Hour Financial information populates in Project (Financial Data) reports only when the data associated wi

Hey folks, im trying to figure out if i can default settings to show ALL tasks in a project / template. Not just the 1st 100. when bulk updating stuff its mind numbingly frustrating to have to open all the projects then do this other step before editing. I thought maybe in Interface > Layout > Lists > Tasks, but i am stumped. 

I would like to create a new project view that defaults the sort order of the project list to be name.  It's possible for individual users to change the sort order of the current view to be by name but we want to default the sort order to be name as the default for a particular view.  Is there a way to do this?

 The Blueprints library in Adobe Workfront is constantly growing with new, ready-to-use templates and dashboards. With a quick install process, you can spend less time setting up and more time getting work done.  The Workfront Customer Success team shared everything you need to know about Blueprints - what they are, how they work, and how you can start using them today to maximize value across your organization.Check out the recording and slides!➡️ Do you have ideas for future Blueprints or have follow-up questions from the event? Feel free to drop them in the comments below!

Hi! I know the text mode when I want to display another task assignment on a task report that's not already filtering for that specific task, but what about showing the full assignment list when more than one person is assigned since its a string? So basically, I'm looking for the correct text mode to get all assignments instead of just the assigned to name of the primary assignee. displayname=Signatories listdelimiter=<div> listmethod=nested(project.tasks).lists type=iterate valueexpression=IF({name}='Confirm Signatories',{assignedTo}.{name}) valueformat=HTML

Right now all of our requestors inputted requests go to the same report and our traffic team reviews ones specific to their division, which we're handling using just a grouping. I'd like to update the report so the traffic team is only seeing requests for their divisions. Right now the traffic team has the requestors home group's for their specific divisions as their other groups. I think it might be possible to filter based on entered by's home group = user.ids other groups, but I'm not totally sure. Has anyone done anything similar? Do you have any suggestions? 

Hello,I have created several reports in my company's instance of Workfront and several I have created repeating deliveries for and wondering if I am no longer a user in our instance, will those reports still send if I'm an inactive user? Additionally, guessing it won't work properly if I also have the repeating delivery run with my credentials. Anyone run into this situation? Thanks!Mary

Hello community,I use the following valuexpression in my groupings to help make report output (PDF) read better. Unfortunately it displays the actual <br> tag onscreen. My understanding is this is because of the way WF renders to HTML. Is there a workaround to not display the <br> onscreen but continue to render as carriage return in pdf output? group.0.valueexpression=CONCAT({project}.{description},"<br>","Launch: ",{project}.{plannedCompletionDate},"<br>","PM: ",{project}.{owner}.{name})group.0.valueformat=HTML Any feedback is appreciated. I am assuming I can have one or the other but not both.Best,Mark

Did You Know? Basic Text Mode Filters for Beginners At Workfront, we are passionate about creating real solutions that provide you with a better, more productive work experience. The next several blogs will focus on a topic you asked for — basic text mode for beginners. Why Text Mode: Text mode unleashes the full power of Workfront reporting capabilities; unlocking your data in ways that make more business sense to your organization - for example, by combining columns, or accessing a wider variety of fields, including your custom fields.   This week we’re sharing some introductory notes, along with a few examples of text mode for filters. Text mode is the programming language used to create reports in Workfront. Although you may not realize it, each time you add a filter to a report, text mode is applied in the background. The clean user-friendly interface of the Report Builder was designed for people like you and I, who don’t have programming e

I love to see the back and forth, full story of review rounds so we can identify bottlenecks directly through tasks, but it is more admin / tasks to work through. How do you prefer to structure you review rounds? Similar detail, more agile open ended Create Design // Receive Approval tasks?    My preference: Create Design and Send Proof Receive Changes Create Design V2 and Send Proof Receive Changes Create Design V3 and Send Proof Receive Final Approval

If a user completes their part of a multi-person assigned task, that user's full planned hours still shows in Workload Balancer, even when the settings for show completed work is turned off. I guess this is since the task isn't fully complete that time is still showing. Is there any way to prevent time from showing in workload balancer for the user who has completed their portion of a task, when the task is still open due to other's outstanding work? Thanks

Once the request queue is submitted along with a few custom forms, we need to restrict any further modifications to the custom form fields. A business rule logic should be implemented to ensure that only the custom forms are restricted post-submission, while other fields such as overview, status, etc., can still be edited

Brand new to Workfront and learning the different complexities of the reporting.  Is it possible to create a report (or view) that only shows Programs that do not have a project with the word "Planogram" within it? I believe I'll need to use Text Mode for creating this filter, but wasn't successful when I used the below.  EXISTS:A:1:project:ID=FIELD:IDEXISTS:A:1:project:name_Mod=notcontainsEXISTS:A:1:project:name=planogram Any advice or suggestions is greatly appreciated!

Have any of you that might be on the Ultimate license term used or experimented with Business Rules (underneath Setup)?  I have found it can be a good tool, like a Swiss Army knife, to use in situations where you might not think of a solution.  I'll share a few instances below that have been useful for our firm and would love to hear how others utilize the function.   Users not attaching document to request - users were forgetting to attach docs (think brief) to requests and just submitting, making it difficult to supporting teams to know what was needed.  A business rule was created that looked at that project request queue and to see if the has Documents=false on the request.  False means no docs on the request so when user clicks Submit the request doesn't submit and they get a red banner message telling them to include document for submission...attach a document and the submission goes through. Assure an answer in a section of a form - we have a

What (The Issue):We’re creating a proofing report to track proofs that are taking the longest to get approved. As part of the report, we’ve added a calculated field called “Total Number of Days”, which shows the number of days from the proof’s creation date to its approval date.However, we’re running into a problem: we can’t sort this field when using text mode, as sorting doesn’t seem to behave correctly.Why (The Goal):The goal is to highlight proofs with the longest approval times at the top of the report. This would help stakeholders quickly identify bottlenecks and take action. Sorting by the total number of days is a key part of making this report useful.How (The Challenge / Request):Since we’re using text mode to customize the report, it seems to be blocking standard sorting functionality, especially for calculated fields like “Total Number of Days.”We're looking for suggestions, workarounds, or best practices to enable sorting on this calculated field while still using text mode

Our team is a small Marketing team, and we have a need for an all-inclusive Content Calendar (screenshot below) that can show:Spans of campaign in-market time (not working on the project time, but actual in-market/after launch time)Individual Launch dates for items like social posts, email sends, blog posts, PR posts, etc.I've done my best to solve 50% of this (the individual launch dates) by using little emoji's in each "Launch" task in a Project Timeline, so that it auto-populates on our Calendar. However, I have not been able to figure out a way to automate the spans of the dates that a campaign is in-market. It's making me crazy. For now, I'm manually adding them, but I'd love to fix that.How are you doing this, if you are?? Or, even if you have something similar, bring it on! I'd love to see how others do this, and any ideas you have around naming convention, automating the tasks to the calendar, etc.  Any and all input/ideas are appreciated!!  

Hi Guys,seeking help here,I want to color the value using textmode, scenario: if Aging Days value is greater than SLA Value, color it red.how to insert a code to an existing code?here is the existing code in the "Aging Days" column.Thanks,