Adobe Workfront

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

Each time a new project is created, Workfront generates a new reference/form number. However, our business process requires different behavior based on project type:Revisions: Should retain the original form/reference number from the previous project/version Example: XX-1A-XX Variants: Should generate a new reference number using the same base identifier, but increment the alphabetical suffix sequentially Example progression: XX-1A-XX → XX-1B-XX → XX-1C-XX The core “XX” values remain the same; only the revision/variant letter changes based on the number of versions created Has anyone implemented a similar setup in Adobe Workfront?How are you handling reference number retention for revisions? What is the best practice for preserving prior reference numbers while allowing variants to create new ones?

I am struggling with saving the data on a custom form when I use an external lookup field with a webhook. I have successfully connected a webhook to a lookup field that returns results that match the user’s input. However, it sometimes saves the option the user clicks on and sometimes wipes the field back out when the user clicks away. From my searching, it may be that the form has nothing to “grab onto”, as in an id.  I don’t know if that’s the cause of my issue or not, but I haven’t been successful creating a json path to return linked label/value pairs, only a single label or ‘all fields’. I also haven’t been able to pass the data somewhere else without it still being linked to the original field, so as soon as the original field goes blank, everything else does as well.  I was toying with having a WF webhook listen for when the fields populate, but in my initial test, it doesn’t seem to see a change while the form is still being edited. Can anyone offer me some insight into how I c

I’m hoping someone has already figured this out and can share their magic with me. I need a report for stakeholders/collaborators so they can see every Proof they are on along with the decision status of all approvers not just their own and ideally it would be one line per document but grouped by document also works for this purpose.I figured I’d reach out to the Community before pushing my Friday brain to write text mode 😅

How are others reporting the Quarter is the calculated field option working for you.  Can someone provide text that has worked for them?

Does anyone know of a good method to audit all custom Statuses?  We have a large amount of groups that each use different status lists.  Is there any way to export this data so it can be reviewed and updated?

Navigating Adobe Summit at The Venetian Convention & Expo Center can feel overwhelming given the sheer size of the venue. To help you make the most of your time, below are some key areas and events that you'll want to keep on your radar throughout the week.  To help you make the most of your time, here are key areas you’ll want to bookmark and keep on your radar throughout the week:   Workfront Booth – Located in the Content Supply Chain area in the Community Pavilion The Workfront booth presence is part of the Content Supply Chain area in the main Community Pavilion at Summit. There, you will find product demos, Workfront swag, and both Product team members and Workfront Champions. This is a great place to go for any Workfront or Content Supply Chain related questions!   Workfront Happy Hour (Sunday) – Rockhouse Sports Bar Join fellow Workfronters at The Rockhouse Sports Bar on Sunday, April 19 from 5:30pm – 7:30pm for a Summit Kickoff Happy Hour. All customers who registered for

When I am deactivating groups / teams, I need to make sure that the users are also deactivated. I would love to see color coding on the users "bubbles" to show if they are active or not. Ideally it would be best if it was color coded by license types. I am not sure what the colors currently refer to and it's visually distracting 

Issue: Registered Workfront users cannot access proofs via shareable links. Steps to Reproduce: Copy link from "Get Shareable Link" within proof > Send to reviewer > Reviewer attempts to sign in. Error: “Your email or password is incorrect. Please try again.” Troubleshooting: Tested with multiple registered users; all are blocked by the same login error. How can I resolve this authentication loop?  

Hi,A user created a project in 2024, when Workfront was adopted by our company, he received a notification these days on the email that a task is due on this project, by accessing the link on the email, he is redirected to the task, but cannot do any changes.As a system admin, I only can visualize the project by accessing the link he received, so the project doesn’t exist in the list of projects.I was able to close the task for the user, but cannot:close the project, when I try to change the status to Completed - I receive the error : “Cannot modify personal project” cannot delete the project - in the 3 dots beside the name I have only Edit, Recalculate Timeline, Export and Recalculate Finance the share button doesn’t work - when I try to click on it - I receive the error: “Cannot read properties of undefined (reading 'name')”Have you seen this type of behavior ? Any idea on how I can close it ? or even delete it ?thanks,Bianca

I need to export historical Proofing information from Workfront as a client transitions from a parent company’s version of Workfront to their own.Using an OAuth2 application configured in Workfront, I’m able to access the Workfront API to export project and document information from Workfront, but it appears that the Proofing information only lives within the embedded Proof HQ instance (please correct me if I’m wrong).Since this is not a standalone Workflow Proofing instance, but rather it’s integrated and accessed via Workfront, which uses IMS authentication, I cannot “log in” to the Proof HQ API using a user/password (I have no password in Proof HQ).As such, I’m attempting to authenticate with Proof HQ by calling the https://api.proofhq.com/home/authentication/getsessionid.html SOAP API, but can’t seem to get it to work.  I’ve tried the following SOAP envelope:````<?xml version="1.0" encoding="UTF-8"?><soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/

I’m trying to create two external lookup fields that are using the Workfront Planning api to pull data from Planning.  I’ve created my first lookup fine and its pulling my Planning fieldId with the records I want to show users.  The fieldId output from this first field will drive what records a user sees in the second external field.  The Workfront Planning api uses JSON for filtering, which is curly brackets, and the dependency field needs curly brackets around the field you need the dependent output from.  What’s happening is when I try to build the filtering for the 2nd external field to use the output I need, it needs to be written in JSON so the dependency field is put everything in curly bracket if that dependency field, which obviously is not working.  Has anyone worked with Planning api within an external field to get a dependency, coming from another Planning field to work?  Any insight, ideas, or thoughts would be appreciated.

Looking for the syntax to have and event subscription that triggers when a custom filed on a custom form or a project is changed.  I’ve tired nested, colon and dot notations, and the subscription get created but the field does not trigger it.