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Hi all, Whilst updating a calculated field had an error I get the following error "field name is used in a multi-form configuration, if you would like to change this formula you will need to remove this field and replace it with a new one containing the desired calculation"The field is used in a lot of other custom forms which are then used in project templates, does the error message mean that there is a template/s which have more than one custom form which each uses this calculated field? If so, is there an easy way of determining with the templates are? I can't simply create a new field as the existing one is used a great deal across our Workfront instance. Thanks in advance.
I am trying to identify the oldest open request in our queue, but I do not want to see the count. I only want the report to display the Oldest Open Request. Is this possible? The only filters I am using is Actual Completion Date null and Group ID for the group I am reporting on.
I am trying to work out project priority decision chart. One thought is to map project value against risk, with the bubble representing project size (hours). Have all I need except that when I select RISK as an axis, the only option I get is SUM. That isn’t so useful, as all projects end up line up together. In the case shown in the attached, the parking project has a risk of LOW while the other is VERY LOW. I would expect to be able to graph these. Does anyone out here have thoughts on how to get this type of chart? What other portfolio decision charts are you using?
Hi! I looked in the documentation and couldn't find anything so I thought I'd try asking all of you smart people. I'm having problems with 2 aspects of custom reminder emails on issues.I'm setting up some custom reminder emails for issues and in testing, it seems that I can't get it to send the notification to users if the issue is still assigned to a team rather than an individual. I only want the email to go to the objects assignees (ie the whole assigned team) and Primary Contact, not the whole project team. Is this something that is working for you and I need to put a ticket in or is it just the way WF works? I can't seem to figure out how to select the email reminder at the template or queue level for issues. Surely they don't have to be set manually, after entry, for each issue.
Hello, When creating a new report or dashboard, does it by default show up under All Reports/All Dashboards for everyone to see? Thank you
Hi folks, To kick off the quarter, I am pleased to announce that our new 23.3 Trial Offers are available now until September 30, 2023 and include half a dozen of our favorite solutions. Among those, our new Swimlane Report is the most recent, and lets you easily tag Projects, Tasks, and Issues into a useful and combined Swimlane Report by Portfolio, Program, Project Owner, or Project. There's a screenshot below, and an overview video I recorded with @cynthiaboon a while back, which also illustrates how the custom data tagging works. If you'd like to learn more about that tagging (or the Swimlane Report, or any of the other 23.3 Trial Offers), I invite you to book a "Zoom With Doug" this month using the form at the bottom of our home page at www.atappstore.com. Thanks for your interest, and I look forward to chatting with you in due course! Regards,Doug
I'm wondering if anyone has created a report that shows available vacation time per user. We have created a report that shows the amount of vacation time used per user, but we were wondering if it's possible to create a custom field that shows a users vacation time available for the year, and then a report that subtracts the vacation time logged against this custom field. Any help on reporting on vacation time would be helpful! Thanks!
Any idea why I can't click into the following field to edit it and change the priority. Is it because it is used in a sort?
Description - When I looked into what the Default Filter was doing, it turns out it's "All my Teams." This includes inactive Teams, which I confirmed with support that this is intentional. This idea makes a case that the default should be active only.Why is this feature important to you - Admins deactivate things for good reason, ultimately because we no longer need to use them. Especially as a filter that is offered universally, it can be confusing to users to see filters pull in data that no longer applies, which can affect adoption, compliance, and retention.How would you like the feature to work - Set the Default Filter in Workload Balancer to All my active Teams."Current Behaviour - The Default Filter includes all teams, including inactive. The workaround is to copy the Default Filter and apply the active limitation manually.
Hello WF Community, @admin-1I have a question related to the way WF Balancer currently behaves in my org and I was wondering whether this is a standard system behaviour and whether it can be modified? The case I am referring to is as follows: a user has a standard working week of 5 days and 30 hours across the week (6 hours a day) to spend on projects, but then the user decides to take a day off, meaning they now have a 4 days and 24 hours to spend on projects. In those instances, instead of taking the change in availability into consideration and re-adjusting, WF Balancer does not take into consideration the PTO calendar of the user and instead spreads the original 30 hours across the remaining 4 days, thus making the user seem as they have been overbooked. Furthermore, we have observed that if a user takes 4 days off (out of a 5 working week), WF balancer sometimes goes back and adds time in the previous week, again making the user appear as overbooked which to me does
Description - chronological order in the proof document Why is this feature important to you - It helps to review and correct the document in order.How would you like the feature to work - There should be an option to reorder the inside document in chronological order.Current Behaviour - showing the comment in chronological order
In the reports, sometimes the cell size becomes too large, making the report unreadable. Can we resize the cell size to auto fit to a required dimension and let the entire field load only if needed. Something like (..) in the end of fixed character limit?
Hello! Is it possible to display the most recent user Update in a calculated field? Here is a typical example from my org: User A makes a task Update ("files are ready for client review. Here is the link to folder xyz") then completes her task. User B is then prompted to start his task and needs visibility into User A's update. I'd like to be able to display User A's update in a calculated field that populates on User B's Work List so he doesn't have to navigate back to User A's task to read her last Update. Thoughts?
Description -Document comment notification is displayed as a group instead of an individual notification.Why is this feature important to you - It Helps to review the notification in a chain conversation.How would you like the feature to work - When users click on the Notification tab, they should be able to view all unseen notifications related to a single document in a group conversation, rather than individual notifications.Current Behaviour - If there are multiple notifications related to the same record, they are displayed as individual notifications for each entry.
I'm wondering if anyone has been able to set up a Typeahead custom form field so it records multiple user names? My client wants a field like Assignments so they can add mulitple names in but using the typeahead feature where they can select the person's name from the user database. They want to be able to use it for a Report View where there are columns for who is responsible/accountable for certain tasks which are not assigned to them per se. If you have any suggestions please let me know. Many thanksVikki
Description - Add a setting to custom fields that displays whether or not the field is being used in Fusion or in an API integration.Why is this feature important to you - In order to ensure the Fusion and API integrations are accurate, when making changes to custom fields it would be beneficial to know if an update is needed in Fusion and API integrations as well.How would you like the feature to work - We would like the feature to look at all Fusion scenarios and API integrations to search if the fields is being used or not and display that information in the custom field settings.Current Behaviour - Currently there is nothing within the custom field settings that lets us know if the field is used in Fusion or API integrations. It would be a manual and time consuming process to search everything for the field.
When you are inside a task, is there a way to tab back and forth between Tasks or add the root side nav?
It would be great to have the ability to move hours from one project to another. Long story short, a new contract was signed which means that I should have created a new project in the system but didn't realize it, and now my team has to go back and fix their timesheets (they are paying the price of my mistake). It would be nice if I didn't have to bug them and could fix it myself.
Would be great to be able to format (Bold, Italics, etc) in Project Details since that section can be very long. Would like to call out (Bold) areas that are important.
Hello Everyone, We have created and deleted some task level status' from our instance, but when we add a new status we get the following message when trying to use the original key: 'Please make sure the status key has a unique value'. Is the a place in the system where we can wipe old keys to reuse? Example: We created the task level status 'On Hold' with the key 'HLD', then deleted the status. I created the 'On Hold' status again and would like to use the 'HLD' key again but cannot. I would like to delete the HLD key so I can use it again for the new On Hold status. Is this possible?
We can auto-attach custom forms to Projects and Tasks, but not expenses.We have custom Invoice and Receipt data we want provided with each expense, but this requires the user to make the effort to add the form rather than the system automating it.
Description - To better guide users in choosing filters, a description helps. Currently, even an admin can't update the Description of the Default filter.Why is this feature important to you - Defaults can be useful in streamlining administrative load because that means I don't have to make something if it already exists and meets our needs. How would you like the feature to work - Show a description of the filter so users can better assess when to apply the Default filter.Current Behaviour - There is no description associated with the Default filter. The only way to learn what the Default filter is is to copy it so you have edit fields.
Hi! Lately, a lot of our clients requested to customize their email notifications. do you have any suggestions on how to design or make email notifications a bit more user-friendly? Thank you for any feedback! Karmen
We have an approval process attached to some of our request queues so when the person working on an issue feels they have completed their work, they can set the status to Closed - Pending Approval and the primary contact for the issue is automatically sent a request to approve or reject, which in turn closes or reopens the issue. This saves manual comments back and forth checking whether the primary contact considers the issue ready to close or not. We find that some primary contacts do not respond quickly to the approval request and would like the ability to send a follow up notification (perhaps 24 hours later) to the primary contact about any outstanding approval processes they are assigned to.
Please help - I went to edit dates on a project and didn't realize it had 479 other items selected. I change the dates and assigned all those items to one person. Is there any way this can be undone or the project revert back to a previous time?
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