Welcome to the Adobe Workfront General Community! Connect with peers to ask questions, share best practices, explore release updates, and contribute ideas that shape the future of Workfront.
Recently active
When a project business case is submitted for approval, Workfront should create an item in the approver's work request or approval queue. It would also be nice to have an email notification, as our Portfolio owners infrequently log in to Workfront.
Is there a way to merge project names that share the same start day into one line?I’ve created a project report to combine ‘Project Name’ and ‘Planned start Date’ into one column. I would also like the report to show all projects that are starting on the same date into one line. Thank you! Here is what I need: Project Name10/6/23Iris Detect eComm ATF-BTF Graphics (US)2024 Ferguson Calendar Ad10/13/23THD 2024 Gold AwardsPatriotic Program Ad – First Responder Bowl Here is what I get:Project Name10/6/2023Iris Detect eComm ATF-BTF Graphics (US)10/6/20232024 Ferguson Calendar Ad10/13/2023Patriotic Program Ad – First Responder Bowl10/13/2023THD 2024 Gold Awards I have the text below:column.0.displayname=Upcoming DRscolumn.0.sharecol=truecolumn.0.sortOrder=1column.0.textmode=truecolumn.0.valuefield=plannedStartDatecolumn.0.valueformat=atDatecolumn.1.sharecol=truecolumn.1.textmode=truecolumn.1.value=<br>column.1.valueformat=HTMLcolumn.1.width=1column.
Delegate document approvals the same way we can delegate issue and task approvals. Workers and Reviewers should be able to delegate their document approvals if they know in advance they will be OOO, traveling, etc. We use the document approval process to route proofs for approval, but I think this functionality would be beneficial for proof approvals as well, since we eventually hope to use Workfront proof once we are satisfied with the progress of the integration.
Description - When in your timesheet, it would be nice to have the option to expand the view to show ALL the tasks in a project, not just the ones Workfront considers important. Why is this feature important to you - Sometimes things happen before or after they're scheduled, so they don't show in that week's timesheet. It's frustrating to have to always open the project in a separate window in order to track time. How would you like the feature to work - I'd like there to be a + sign beside the > (opens the project somewhere else) where it would rollout all the additional tasks from the project that don't show initially. It would turn into a - sign so I could roll them back up once I'm done tracking.Current Behaviour - They simply don't show and you have to open the project, find the task, open it, track your time, then return to the timesheet for the rest.
Hello! Anyone know if it is possible to default the view on the Documents tab to be the list view? I don't think its possible, but want to see if I missed something here...thanks for any guidance!
Hello! Wanted to see if anyone has any workaround they use in order to get a custom form value on one task to another. The use here is that we want to have users enter information in a task-level custom form (instead of project-level for user experience), but need that same value on to show on another task through a calculated field. Is there any calculated field examples you have used? Not 100% sure this is possible with the hierarchy of the system, but wanted to check anyway!
This seems too simple to ask but I just cannot find the solution! I have inherited the SA role from a previous employee who created 99% of the custom fields and now I would like to create a new hybrid custom form from two existing custom forms, using the same custom fields.When I try to duplicate a custom field from form 1 into the hybrid form, the 'apply' box is ghosted. The field is shared sitewide and I am named as Admin.What am I missing? I feel it is something really obvious.
With the new change to Resource Pools are persistent in the Resource Budgeting area of the Business Case after 2019.3 is not a great user experience. You now can not add or remove Resource Pools from with in the Business Case. You need to come out of the Business Case and go into the Project Details to add or remove Resource Pools. It would be better to reverse this change and have the ability to manage the Resource Pools within the business case.
Hello Community! The Workfront Customer Support Team is happy to announce they are now creating customer-centric troubleshooting articles! These articles are geared toward how to resolve or avoid common issues within the product. New articles are being created each week, and weekly updates can be seen on the main Experience Cloud Release Notes page. The team wanted to shout out the articles they've already created and give everyone a quick list. Please check out the following articles and let us know what you think!Login Error - User Not Mapped SSO (Single Sign-On)Custom field not displaying on formCannot add a new version to a proofUnable to edit custom fieldsProofing Issue while uploading proofs, blue bar scrolling indefinitelyIncorrect request error when configuring the Workfront for Jira add-on“Whoops” error when loading a list of tasks or projectsRequest queue becomes unpublishedAnd, of course, stay tuned for more!
Good afternoon,Is there any way to change the Workfront Proofing window background color from Black to gray or other? Been checking browser settings and Workfront setting with no luck. Sometimes we have pdfs with black backgrounds and it is difficult to see edges without dropping a 1pt rule to be removed on approval. At times the rule is confused with being on final file when it will be removed on approval for release. Thanks
Thank you to all customers who asked questions and shared best practices in the chat during today's event, Ask the Expert - Automate your work processes with Workfront Fusion! And to the guest speaker, Pete Worth @pete-worth, Principal Integration Consultant at Adobe Workfront and former customer, for sharing his wealth of knowledge around Workfront Fusion and walking customers through an example Workfront-to-Workfront automation. If you were not able to attend, all resources are linked below: [On-demand recording] Ask the Expert - Automate your work processes with Workfront Fusion Download a copy of the slide deck The third and final session of the Workfront Fusion series, Ask the Expert - Connecting systems and applications with Workfront Fusion will take place on Tuesday, October 24 at 9am PT / 1pm ET with Senior Product Manager, Sam Taylor @samtaylor. Register today! And if you missed the first session, a Cus
If documents are linked to/from WF to SharePoint, we'd like to be able to get a quick view of the file path/folder they were linked to.
If we have a repeated activity that has multiple steps, it would be great to have that be able to be set up as recurring. For example if every week the following needs to happen:Week 1 Submission:Write UpReview/ApproveSubmit
How do you guys work with Programs? Do you assign them to Groups? Can Programs be assigned to more than one Group?ThanksSean
Description -Why is this feature important to you - We do not have Fusion and we need an easy way of keeping our projects in synch with templatesHow would you like the feature to work - when we update a template, a dialog box displays asking whether we want all associated open projects updated with the changes (modified task text, new tasks, etc.); if "Yes" selected, changes are applied to projects added previously from that template that are not in Closed or Resolved statuses. Task statuses on the affected projects would not be changed. For users not wishing to change in-flight projects, they can select "No." For tasks already Closed, consider skipping changes. Current Behaviour - Template changes are not reflected in projects. Admins must run reports to identify them and then make manual changes. Most likely, they don't do that work, due to time pressure. When an old project gets copied, therefore, it will have the wrong tasks on it, perpetuating the issue. If the changes were p
Is it possible to build a Report that lists all Reports where a certain custom field is referenced in a column or filter rule?Use case: I'm going to remove a custom field and I want to know if there will be any Reporting impacts.
Hello,I have a pacing reporting I am trying to create. It is a task report that is looking for our certain tasks we consider milestones for revenue recognition. I have the report set up pulling in all the columns I want, but I am having trouble getting the correct formula for text mode in a column.I have two field I want to find the duration of. I have the Task Actual Completion Date and then a custom field housed on the project level called Sign Date. So I am trying figure out how much time it took from signature, "Sign Date", till the task was completed. I have tried using the below but no results are showing.Thank you and I appreciate any help! Kristina valueexpression=CONCAT(ROUND(DATEDIFF({DE:Sign Date},{actualCompletionDate),2)," Days")valuefield=DE:Sign Datelinkedname=directvalueformat=HTMLaggregator.valueexpression= CONCAT(ROUND(DATEDIFF({DE:Sign Date},{actualCompletionDate),2)," Days")aggregator.function=SUMaggregator.valueformat=HTMLaggregator.displayformat=HTM
Description - It's great that Microsoft documents like Word, PPT, etc. are supported by Workfront's Proofing tool. We have used this tool with MS products for roughly 10 years. However, Google Documents like Docs and Slides are not supported with the proofing tool. This means when someone includes a Google Doc in their Workfront request/issue, it cannot be converted to a proof by Workfront. This allows for the document to continually be revised without knowledge from those using Workfront or going back to review a document later. Why is this feature important - In order for us to continue using Workfront as a marketing request queue and compliance approval workflow, it's extremely important that the Google Document being added to Workfront does not change while the various teams are reviewing and providing their approvals. Often, our reviewing teams will reject and/or provide edits to a client using the proofing tool, which allows Marketing the opportunity to completely
Is there a way to request approvals for a group of documents or a folder in Workfront?
The template ID field basically lists the FIRST template applied to the project. I'm not sure there is a way to see ALL the templates applied to a project. Why is this feature important to you - We need a way to track if an old template has been used and replaced with a current template. This will quickly allow a user to identify why their requests are not being routed properly, How would you like the feature to work - A drop down menu of the templates that have been attached or a report for templates attached per project. Current Behavior - The Template ID field only displays the first template attached. If someone goes in and attaches a new template, it does not display the current new template.
Hello,Wanted to check here to see if anyone uses Workfront for Workback schedules. We do it but it is very manual just changing the dates. I know we should be able to use the predecessors and constraints to make it less manual. Havent had the time to figure it out so I thought I would check in with this community. Any help is appreciated.
Hi,Workfront Noob here. Is it possible to add more filter options to the Advanced Search? I would like to use the 'Team functionality for jobs assigned to my team. It would be great to then use Advanced Search, see 'Team' in the list and then filter by my team name.ThanksSean
Hello Workfront Experts,can somebody please help me with a reporting question?A) I need a (text mode) filter on a user report that gives me users who are members of a particular Group (let's call it Group "Foo") or of any group that is under this particular group in the group hierarchy (child group, grand child group, grand-grand child group, etc.). Our group structure has many levels, both above and below group "Foo".) Note, that I not only need users that have either of these groups as Home Group, but all users that have a membership in either of these groups.B) Similarly, I would need another user report that gives me users with a membership in any Team that is associated to Group "Foo" or to any group rolling up to Group "Foo".Thank you for advising me.Tibor
So my team had an interesting scenario where they wanted to have relationships with a project and an issue or a task and issue. We all know this equates to setting the status of the issue with whatever it has a relationship with - task, or project - okay check. We are good there. The ASK Okay, but what if I had a field (custom field) that when set, the relationship was broken and the issue was closed? Is this possible with Fusion? Cheers,D___D
Our entire organization has transitioned to Google, and will soon cease using MS products. Workfront allows Google assets (docs, slides, sheets, etc) to be uploaded, but doesn't support Proofing those assets. We have to download the Google asset into an MS asset, save, then upload in order to generate a proof. These extra steps are cumbersome. Our Compliance team expects the Workfront Proof to be the final record of truth when they approve a request.
Already have an account? Login
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
