Adobe Workfront

I created a report using text mode to group a task report by assignment, program and portfolio. I can see the groupings in the report details, but charting is not working. When I try to group the chart by program, I only see “project,” which does not give me what I’m looking for. Here is the text mode I’m using and below that is what I see when I try to chart. group.0.linkedname=assignedTogroup.0.namekey=view.relatedcolumngroup.0.namekeyargkey.0=assignedTogroup.0.namekeyargkey.1=namegroup.0.valuefield=assignedTo:namegroup.0.valueformat=stringgroup.1.name=Portfoliogroup.1.valuefield=project:portfolio:namegroup.1.valueformat=HTMLgroup.2.name=Programgroup.2.valuefield=project:program:namegroup.2.valueformat=HTMLtextmode=true  

Hello!Has anyone seen any documentation on what’s included in the various Planning packages? I've seen names like Planning Plus and Planning Prime but struggling to find what’s included in them. I did find this information in the Experience League article about what was included in the trial but not sure if that’s what is in Planning Prime for just the trial or if this is the standard offerings in Planning Prime. Thanks in advance for your help!MaryA Workfront Planning Prime package that includes the following features: Unlimited workspaces 500,000 records per workspace 2 million total workspaces Global record types  

I have a task report where I have a text mode column that is showing the assigned to name of a different task than what I’m reporting on which is why it’s in text mode. But as we know with text mode, if the project has more than one task that meets the criteria, it’s going to pull two names into that column. Is it possible to expand on my existing text mode to only show one name in the column based on another field I’m using called “related invoice date”  so for example, my current text mode is:  displayname=Report Writerlistdelimiter=<div>listmethod=nested(project.tasks).liststype=iteratevalueexpression=IF({name}='Report Writer Allocation',{assignedTo}.{name})valueformat=HTML and I want the value expression to be:  if the name contains report writer AND the related invoice date is last year, then show the assigned to name. Is this possible? If so, can someone help me with the text mode?

Does anyone knows the API for converting an issue to a project in postman?

When we audit all the campaigns couple of years later, its very difficult to two things:1. If someone has added or removed any custom forms. We have no audit trail on the campaign.On the copied campaign, we never come to know how the campaign was created. Either it was created by a user through converting into a template, or it was copied from an old campaign.Does anyone track that at your organisation?  

Can anyone give a recommendation for how to display planned vs. actual hours variance in a chart format? It needs to be a simple visual as the final chart/report will need to be shared with leadership. Right now, the planned hours formatting is showing as crazy high because of the way the system calculates. See attached screenshot.Any advice?

Hi team, We recently had a member of our team change her last name and she is now unable to create a proof out of documents uploaded in Workfront. She recieves the following error message, “Failed to generate proof - Unable to log into ProofHQ.” When I checked her proof profile I noticed her proof user type is now listed “guest.” Is there a way to edit the proof user type or has anyone found a solution to this issue?Note: We do utilize SSO, and the name change has been made to our directory.Best,E

Reaching out to the community to see if anyone has successfully automated the process of adding and deactivating users in Workfront, particularly when using Fusion alongside the Admin Console. We’re trying to understand what’s possible, what limitations exist, and any potential pitfalls to watch out for. If you’ve implemented this, did you require a developer, or were you able to accomplish it as a system admin? Did you partner with Adobe Consulting Services, or build it internally? Any tips, lessons learned, or best practices would be greatly appreciated. Thank you!

SharePoint Integration with Adobe Workfront 🔍 ScenarioOur organization recently integrated Microsoft SharePoint with Adobe Workfront to streamline document management and project collaboration.During implementation, a key question came up:👉 If one user configures the SharePoint integration using their Microsoft account, will all other users automatically be able to use it?🧠 What We ObservedAfter testing the integration, we identified the following behavior: The SharePoint integration in Workfront is user-based (OAuth authentication) Each user must individually log in to their SharePoint account when accessing the integration Permissions are delegated per user, not shared globally ⚠️ Key Challenges Multiple User Logins Required Every user must authenticate separately with their Microsoft account. Approval Prompts Some users encounter an “Approval Required” screen depending on organizational Microsoft policies. Access Dependency Users can only access SharePoint files and folde

Are you heading to Adobe Summit in Las Vegas next week? A little prep goes a long way in helping you stay comfortable, organized, and ready to make the most of packed sessions and networking opportunities.  Here’s a list of things you won’t want to forget when packing: Dress in business-casual layers, conference rooms can vary widely in temperature  Pack sneakers or a pair of comfy shoes; you’ll be walking more than you think (expect 10,000+ steps a day) Bring a portable charger to keep your devices powered all day  Pack a reusable water bottle to stay hydrated and some chapstick for your lips  Carry a small tote or backpack for swag and daily essentials (like snacks!)   Have digital or physical business cards ready for networking  Toss in a light jacket or sweater for cooler evenings outdoors  We’re not saying you have to wear orange, but this is a great way to show your Workfront pride!  Once you’re onsite, a few simple reminders can help you navigate the event smoothly and make the

Can someone point me to documentation on the “Summarize” options in reports?When creating a chart in a Workfront report, the user is required to select an option for “Summarized By”. In most cases there are two choices: Minimum and Maximum. What do these mean and how are they different? What other options exist and what are their meanings? I’ve see Count, Sum, and Average on column settings as well. I haven’t been able to find anything in the Workfront documentation.

Hi everyone,Is it possible to display the thumbnail for a specific version of a document (for example, the original upload - version 1)? Or does Workfront only support showing the thumbnail for the current/latest version of the document? This is not related to proofing at all, just a simple document/issue report. If anyone has experience with this or knows of a workaround, I’d really appreciate your guidance. 😃Thanks in advance!

I have created a note report to capture proof comments from proofs, thanks to ​@Kiersten_Kollins  previous post  - although I am hoping for no more than one round of amends, the documents are linked to the task status with some automation.My report is to report on rejected (tasks) proofs however, should V2 be rejected with comments, the comments from V1 are still visible on the V2 image.I understand now that notes do not ‘talk’ to versions of proofs and I have looked other ways to work around this:filter : exclude Locked (no relationship with proofs) filter using current version - again, no relatioship with proofs proof status document IDI thought that maybe a new column which shows V2 document entry date would help with some custom formatting, however this just shows V1 entry date. The versions are listed, so the information is sort of there, but wondered if anyone had a great idea in case V2+ gets rejected to decipher what comments related to which version/entry date.If V2 gets appro

In Workfront Planning, we’ve noticed the limitations for filters within records/views.Wishlist Items for Filtering in Planning:It would be great to be able to save filters that are used on a regular basis - admin to assign those to a universal access. It would be great to have the ability to create and save your own filters by user. It would be amazing to have these filters show to the users applying them ONLY - not all users in the record/view at that time.

Hi everyone, this question is pretty simple yet pretty vague. I have noticed there is already a question (https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/workfront-planning-what-are-your-use-cases/m-p/776086#M4732 ) connected to the topic but would like to ask it and have it in a single place. Question is: what are some recommendations, and what are limitations that you have noticed while implementing Workfront Planning? Any input is appreciated.  Best regards,Ivan

Adobe Summit is a few short months away and the countdown is officially on! 🎉We’re heading back to The Venetian Convention and Expo Center in Las Vegas, April 20-23 with preconference trainings kicking off on Sunday, April 19. It’s shaping up to be an incredible week of learning, inspiration, and connection!Have you grabbed your pass yet? Let us know if you’ll be there by dropping a comment below. If not, now’s the time - discounted pricing ($300 off) is available through February 13, so don’t miss your chance to save. If you are attending in person, we've included two important updates below:   The Summit 2026 Session Scheduler is now live! Sessions and labs fill up very fast and are available on a first-come, first-served basis, so register early and snag your top session picks before spots run out.  The Customer Success team will be organizing in-person networking opportunities so you can meet and connect with fellow Workfront customers while you’re at Summit. More details are com