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Hi All, Trying to figure out how to code in text view so that when users see the dashboard the request description can only be up to 20 or so words and then show a "...". For example: The original request: It is important that someone walks the dog today. I want code to make it so the users only see 2 of the words in this request so that it shows: It is... and then can click into the request to see more details Hope this makes sense and thank you in advance if you have a solution!
I know this has been mentioned before, but hoping that it might move above the required threshold with another posting. It would be incredibly helpful if a user is able to maintain the formatting when copying text with bullet points and numbering from Word or another Workfront item to a project update in Workfront.
Hi all - need a little help. I've been asked to create a report that shows the number of days requests lived on the backlog prior to project conversion. This is my column code, which works perfectly:displayname=Days on backlogtextmode=truevalueexpression=ROUND(DATEDIFF({entryDate}, {convertedOpTaskEntryDate}))valueformat=HTML THEN, I was asked to sort the report by this column, so I added:sortOrder=1sortType=asc This doesn't work, it just breaks the report. Any suggestions on how to sort by this column?
When adding a field to a form have the designer instead of placing it at the bottom, have it place the new field beneath the currently selected field. When edting large forms dragging them from the bottom into position is time consuming.
Currently, the green "done" check mark icon only appears within a specific task. I would like that check mark to be visible next to the assignment names in the Task List view so that one does not have to dig inside each separate task to see if a task has been checked off or not. It would save a lot of time if one could just scan the whole Task List and confirm if tasks have been checked off in ONE GLANCE. It is not enough to look at the percentages complete when multiple people are assigned to the same task-- I keep second guessing myself and checking to see if I didn't check off the task or if it was someone else assigned to the same task. In addition, it would be great if tasks could be checked off from the Task List view.
Hi all,I'm trying to blank out the schedule information from the below as it's having an affect on all the task start times. With this in, it sets all start times to 4pm of the chosen date. When I create a project using the template, I can blank it but many users will forget to do this. Can this be set to be blank by default for new projects?Thanks
As a Program Manager, it would be great to have an overview of the absences (Time Off) for different teams, as well as everyone at a glance. It would also be great to have the ability to set Time Off for multiple users without Logging In as that user individually.
Description -Why is this feature important to you - Its a one stop shop for managing all our teams effort.How would you like the feature to work - Today certain objects work effectively at template level. i was trying to leave a check list for my content review team to make sure they read through before closing the task. hoever, there is no provision to leave a general note at comment/ update section to user tagged to task (a quick message, so we dont need to ask them and onboard them we have some checklist in task detail section and add a custom form. custom form check list is what we are trying to use today) Appreciate more votes to the same, as this feature can bring in lot of general notes to user tagged having them not to search things around.
We have noticed a behavior where sometimes tasks with the 'Fixed Dates' constraint doesnt allow you to change it to additional constraint types. I can make a copy of the project plan, and on the new project the 'Fixed Dates' tasks allow me change the constraint type. This tells me there isnt anything wrong with the task its self as the same task on the copy changes with no issue. Does anyone else have any experience with this having and understand the cause? I have users create a new task with the desired restraint and delete the old one as a workaround solution.
If dates shift forward or back, how can we tell the difference in Workfront? Currently we are changing the date and adding a note in the description section but there has to be a better way to show change in the project once complete.
Could someone please remind me how to change the "Home" icon at the upper left of the Workfront screen? I set this custom graphic shown here some time ago, specific to just a team who uses their own layout template. Now that the team's logo has changed, I can't remember where I went to change it. My searches didn't turn up a top hit that explained how-to. 😕😕 Thank you.
It’s me again, your "On-Demand Workfront CSM" @cynthiaboon with another “Top 3” video! 🤠 This time I’m sharing my favorite ways to get the most from Scheduling Reports. In the video, I show examples of how to use this feature to get even more from all the fantastic reports you build, including: Increasing logins and adoption Engaging your users with the Project Updates sent across your org Using this feature to share more than Reports If you haven’t had a chance to experiment with report scheduling, check out the following resources on Experience League: Article - Schedule an automatic report delivery Tutorial - Send and share reports Do you have your favorite uses for Scheduling Reports? Please share in the comments section! Interested in new ideas and approaches? Register for our upcoming workshops on our Experience League Events page. We hope to see you s
Calculated fields that I have rounding to 1 decimal place but when I use them in a report the detail section displays acurrately but the charts always display 2.
Did you know? You can make a collection of reports using a dashboard, and then make that dashboard easy to access with a custom tab. One way to get visibility into information in Workfront is with reports. But oftentimes, getting to those reports involves a lot of clicking around. Dashboards and custom tabs bring all the information you need to the forefront so you see everything you need right when you log in. Let’s start with the dashboard. A dashboard is a collection of reports that can be viewed in one window. Dashboards can group “like” reports together -- such as a series of reports showing the status of tasks and the projects they come from. Or they can be used to streamline the work you’re doing -- such as a series of reports that track incoming requests, requests that have been converted to projects, those projects in action, etc. In order to create a dashboard, you must have a Plan license in Workfront with Edit access and the ability to create reports,
Hi All,I have a document (questionnaire) that has several fields that are dropdowns. The content in the dropdowns needs to be reviewed. Is there a way to upload this as a proof in WF Proof and be able to expand the dropdowns?I've searched WF One for a while and haven't found a way to do this.Thanks!Linda
We have a need to assign multiple teams to an issue but Workfront does not allow us to assign more than one team. This is the scenario:1 - An issue gets entered for a Studio request and assigned to the Studio Team2- That team then assigns a specific worker to handle it and adds them to the assigned to section3- Based on who gets assigned it, Account needs to assign a specific Business Manager. Right now we are not seeing a way for the account team to get notified when someone gets assigned without asking the user to post an update (which they don't want to do). If we were able to assign both the studio team and the account team it would allow for them to get notifications. Any ideas?
I manage projects where I may need to reference multiple projects or users under custom forms. There isn't a clean workaround to implement this, based on what I currently know about Workfront. Adding the capability to select multiple users, projects, etc. in a single field would be beneficial in how I manage my projects and reporting.
Appreciate this was asked in 2021, but I have a process in Fusion that sets up projects based on a template and then assigns the project to the right business owner. To then assign the tasks to that person, is there anything in Workfront that can do that yet? If still no, the 2021 thread suggested it could be done with Fusion. Appreciate this isn't the right forum, but if so does anyone know an efficient way to do that? (ie not creating a module to update each individual task)Thanks!
Hi Community!! 🙂 Need your help and guidance 🙂 I am working on Workfront Sandbox instance. URL - https://sapemeasandbox.sb02.workfront.com/resourcemanagement/resourcepoolsSteps to create the issue:- Go to Setup-> Resourcing -> Resource Pools- Create a "+ New Resource Pool"- Fill a Name, Description, a few people in Pool Member- Click "Create"Issue --> Red error message appears (screenshot attached). This error message is hidden behind the "Name" textbox so I cannot read the error message and also ofcourse the Create button will hence not budge any further. Hence unable to complete the Create operation. More context:I am exploring Workfront work management features for a client requirement and ran into this issue. Creating a resource pool will be a critical requirement for us. Any help or guidance with what I am not doing right would be helpful or how to fix this problem. I am working on a sandbox instance and url is given at the start of the
Hi all,Does anyone know how to map existing values (from a Smartsheet export) to a Workfront project/custom data kick start doc?I can get the projects (800+) to create with the custom form attached but can't see how the values of those custom fields on the form can be mapped/imported also. Is this possible outside of using Fusion?Any ideas?Thanks!
How can users delegate approvals and tasks using New Home instead of legacy Work List?
Confession time... Although we've been working with the Workfront API since SOAP days (shudder), the evolution of its security aspects as we (all) march towards the Adobe Identity Management System (IMS) Console never seem to make it to the top of my priority list. Fortunately, though, an old colleague shared the following video with me during a pre-golf brunch conversation, which I finally watched. It is really good. For those those who, like me, are curious, but struggle to find the time to learn about security (~60 min at regular speed, but I watched it at 1.75x and was tracking), this is an excellent primer video to OAuth 2.1 Enjoy, and if you have comments, other resources, or questions (not it), etc. please post them so we can all be Smarter Tomorrow. Regards,Doug https://m.youtube.com/watch?v=Ps8ep-glDfc
Hello Community, Hope all is well. My MarTech team and I are conducting research into Workfront/Sharepoint integration. If I could be directed or provided little more information, perhaps some documentation into this integration would be greatly appreciated. Thank you, Have a pleasant day.
I have a user with a Plan License, who just showed me a screen shot where she is unable to use the To-Dos Widget on the new Home screen. It is currently showing this message for her: "Need More Access. You do not have permissions to add personal to-dos. Please contact your administrator". Where would I have to go to turn this access on for her? Is this in the Access Levels in Set Up, & going to her License and editing something in there? thanks!!
Description - I would like to have some of the standard object features added to Billing Records. Specifically the ability to track fields on Billing Records and the ability to restore a billing record from the Recycle Bin. Why is this feature important to you -Tracked Fields - Billing Records potentially contain some of the most important and sensitive date in Workfront. However, it is currently impossible to tell who has made changes to the data stored in them or what they changed. Recover from Recycle Bin - These are important records so it would be particularly helpful to be able to restore one from the recycle bin if it has been deleted by accident. How would you like the feature to work - Same as it does for every other object that allows tracked fields and restoration from recycle bin. Current Behavior - Neither of these options are currently available.
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