Description and what we would like to see: The system doesn't provide a good way to manage the hundreds of forms in our system. We would like to see additional features added to allow a clearer definition about who owns the form. We currently get around this by sharing the form with a group and then grouping by that field. It isn't always accurate, nor does it allow for system level management to be clearly defined. Ability to assign a form to a group who owns/manages it so ownership is apparent, and it can be viewed at the group level without needing to access the full list of forms which is daunting in a large instance Some forms are shared across groups, but we don't want group admins to think they can edit them. Instead, we would like the forms assigned to their groups to appear in their group area for management purposes. For system admins, the large number or forms are difficult to dig through to find specific forms. Assigning to a group would help in locating ones for a specific group. Ability to assign a form used at the system level to the “system” so it can only be managed by dedicated system admins and displays that ownership is at the system level but can be used by group admins that need it (or as defined by the system admin) Add more descriptive fields suggestion which allows for more detail to be added to the who, how, what the form is used for instead of just a description field. (Related idea: Allow assigning custom form ownership to Groups - Adobe Experience League Community - 518377) Why is this feature important to you - We have a large number of forms managed by many people across nearly 60 groups. It is challenging to maintain a good record of who owns the form and know what it is used for in the system.
Description - We would like to be able to send custom forms exports to our users when designing a new form. Why is this feature important to you - When we are designing new forms for users, they often want to share with many people. We may want to share this form prior to a queue being setup or simply allow them to share a version with others. Being that we cannot set up a new queue topic and hide it when a queue is active, we are forced to create test request queues and then assure these are shared with all the right users, so they aren't visible to customers. This is more work and takes more explanation to the end user as to why it isn't named, or setup as expected. How would you like the feature to work - We would like to be able to do an export of the form as an interactive pdf so any progressive disclosure (display logic) would work. This would be a similar concept to proofing but with more functionality (not static) for the end user. (Related note: You used to be able to do this in the old Adobe Livecycle forms and it may be available in AEM forms - not sure). We liked having an option to share the form with stakeholders because it was quick and easy. It also allowed them to make mark ups to provide feedback on the form that we can then incorporate in the system.
Description (Situation): Workfront does not support opening documents in their native application when stored inside Workfront. A user is required to download the document to view it when it isn’t in pdf format. We need to be able to view documents without the extra steps. Current Behavior (Background): When you navigate to the document area and click a document name it automatically begins a download of the document if it is not in pdf format Click document details, this opens a window, and it appears you can click preview to see the document. When you click preview, you are forced to download a copy of the document if not in pdf format Why is this feature important to you (Assessment): The current functionality of requiring the user to download a document just to view it is cumbersome and inefficient. It also causes problems with staff downloading items and creating different versions that are not then uploaded into Workfront. They also cannot make changes to the document when inside Workfront and need to download and then reload a new version. How would you like this feature to work (Recommendation): When you click a document, it should trigger opening in either in a viewer inside Workfront or the native application (word, ppt, etc).
In the email notifications area in setup, you can turn them off or on, but cannot dictate daily or instant for the default. This article shows which ones WF sets as one or the other - https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FWorkfront_basics%2FUsing_Notifications%2Fnotifications-communication.htm&_LANG=enus - but I want the ability to change this. As an admin, I should be able to set instant vs daily on any notifications I choose. Since I can't, I'm having to make tweaks to every account I create. For example, the 'someone comments on a thread I'm in' is only set for daily on default, I can't change it to instant on a setup level, which is what I feel it should be!
Description - Our stakeholders reached out to us in regards to the email notification which is sent out when an issue/request is rejected. Why is this feature important to you - The current email can lead to confusion at first glance and it could use some fine-tuning 🙂 How would you like the feature to work - The subject line could better illustrate that the request/issue was rejected, instead of completed. Also, the 'Rejected' word could be displayed in red instead of green. - Subject line is misleading and the word 'Rejected' is in green. Thank you, S
Description - I would like the option to have one step in a journey where customers are entering into a segment or exiting from a segment from this step. Why is this feature important to you - This would help with orchestrating the journey so customers could at some point (depending on previous steps) enter into segment as part of the journey and that segment could then be used to trigger another journey or offer. I've used this feature in other tools and I find it very handy to connect journeys to each other at different points in time. They could also enter into a segment which excludes them from all email communication for X time for example, and then exit that segment whenever the journey says so. How would you like the feature to work - 1. I would like to have a node/step in a journey that only adds customer to a segment. The segment in itself is only set to accept customers coming from a journey and doesn't have any further requirements when being built. 2. I would like to have a node/step in a journey that only exits customers from a segment. If needed this could also only apply to segments specifically built to be orchestrated from actions in journeys. Current Behaviour - We need to create a complex segment based on actions on commincation within a journey and those don't work as well as we would like them either. The counts differ from the reporting of how many clicked in an email to how many enter the segment based on the same requirement. We can't create segments that are "empty" so of course this would have to be an option as well.
Description - Allow new issue fields from the queue details to be made required, i.e. description, priority, etc. Why is this feature important to you - These system generated fields are not required and users often do not fill them in when submitting requests. Therefore, essential information is being left out. Allowing these fields to be required will reduce the redundancy of creating workaround custom description fields. How would you like the feature to work - Create a checkbox next to the current checkboxes to make this field required - just like how it is within the custom form section. Instead create this option within the queue details section as well. Current Behaviour - have to create custom description fields that do not populate in the system generated description within the overview tab.
Can we add a setting to the Fallout Viz to hide/show the actual volumes that appear under each step (the visits/visitors)? Hiding these would mean that the viz only shows the fallout/fallthrough percentages (on the chart and in the pop-ups). The volumes NEVER match figures elsewhere in a dashboard. Whilst I appreciate the steps are sequential, if I have a Freeform table with "Page A" as the dimension and Visits as the metric, and then I create a Fallout where the first step is "Page A" and its set to use Visits, the numbers don't match, even for this initial step when there's nothing else in the fallout viz. As a result, this is the #1 subject for queries I get... why don't the numbers match those shown in a freeform table elsewhere in the dashboard - and it makes users query the accuracy of Adobe Analytics entirely. Whilst I've tried everything to get them to match they never do. And as the main feature of the fallout is to look at conversion and fallout providing a feature to make viewers focus on the % figures rather than volumes would greatly help.
Description - Allow Project Name to be a field that is transferred over to Jira and allow for links to refer back to Workfront project Why is this feature important to you - Currently most projects are set up with a template on Workfront, which means that all project will have the same tasks. IF there are specific tasks for every project that need to be worked by the Jira team, how would they differentiate the projects since the tasks descriptions are the same? Project name will help and also the link to allow the Jira Team to see the details of the project How would you like the feature to work - Project Name (with link back to Workfront) to be in close proximity of view to the tasks name Current Behaviour - Project name is not transferred over to Jira. So the person receiving this task on Jira has no idea which project this is for, which makes it difficult for them to know what they need to work on. There is also no link back to the project to allow user to understand the details.
Description - Be able to easily translate proofs when proofing in different languages Why is this feature important to you - We proof a lot of proofs in different languages. It would be a nice feature to add so we can easily check to make sure what it on the design matches what it should be. How would you like the feature to work - Add a feature in the proofing tool to be able to easily translate the language to the language that the person is proofing in. Current Behaviour - There is no way to check proofs to make sure they are translated correctly for those who don't speak the language that is on the proof.
There are multiple departments within our organization that use workfront. One department would like to change the decision options for proofing to remove "Approved with Changes," however other groups still want it. There should be a way for teams or groups to customize their decisions for their proofs. OR alternatively, users should be able to customize the decision options for each proof.
Basically, this feature allows you to make modifications to a launched Campaign while messages are in the process of being deployed. These changes will then be applied to all un-sent messages. Think about we realize that we need to modify the subject line for some reason or any other content, we would suspend the Campaign then change the subject line and run the campaign again with the Pick Up Changes option. That would avoid to cancel the campaign and create a new one. Also, the only exception to this rule can be an Event-triggered Campaign. In that scenario, we wouldn't need to first suspend the Campaign before running Pick Up Changes.
Ability to have task level reminders for users so they might be notified a day or so before their task is due but because timelines often move.
The idea is to have a pre-created checklist that can be added to the proof, that can be "checked off" as it's completed. Our team has a list of items that they are checking for within a proof, each checklist is different depending on what type of creative proof has been uploaded, and they have to keep track of the checklist separately while looking at the proof.
When proofing or making proof approvals, after clicking an approval button, a comment box opens up. When a user types in a comment then clicks Send Comment, the comment is not included in the notification email that the document owner receives, nor are they sent any sort of notification. Include the proof approval comment in the approval notification email.
Description - Why is this feature important to you - We have different teams working with Workfront at HP Inc, and they have different needs to customize the Business Case tab in the Projects. How would you like the feature to work - I want to be able to add fields, like T&Cs, and to edit the dropdowns, and apply these changes only for an specific team, in other words, to be able to customize the Business Case tab per group. Current Behaviour - If I change a dropdown in the Business case tab, it will be change for all the projects a cross all Workfront teams.
Similar to this idea from last year (I'm sure there are probably other similar posts I've missed, feel free to link to them here) -- would love to add the 'contains' operator to the Member of SFDC Campaign smart list filter.My company uses similar naming conventions for campaigns that repeat (ie product demos etc) and we have several years of history for them in our SFDC acct. Would be great if I could have a filter that says member of SFDC campaign contains "demo" rather than having to manually add 50 SFDC campaigns to the list.
sometimes i need to find a program that has already been archived - and digging through 3 years of old programs isn't idea - so a search only in archive would be helpful
Description - Workfront has a "newish" module named Company which is how an Admin can manage unique Rate Cards based on a client or project. By assigning a Company to any given Project. The basic Workfront platform then substitutes the Company/Role Rate over the Users defined Rate/Role. Which is a pretty straight forward process. BUT this data substitution doesn't seem to carry past basic Workfront; When in Business Case and you are adjusting Budgeted hours -- the system ignores the Company Rate Card process. Same occurs while using the Resourcing Screens such as Planner, Utilization, and any reporting associated . Why is this feature important to you - Our organization relies heavily on finance data and allows our clients to have unique billable rates. With this large foundational gap it subtracts value from the platform. And when told to develop a custom report outside of Workfront, some of the key data points aren't supported by native API. And when they do this large cost also distracts from Workfront as a Central System of Record. How would you like the feature to work - In brief, correctly the way it does in the older basic portions of Workfront. Current Behaviour - N/A
Description - I would like the switch function to be added as a useable function inside of a calculated field. Why is this feature important to you - It would make coding calculated fields much easier in some circumstances. How would you like the feature to work - Just like a switch command, where you tell it which variable(s) to pull in and then you can say if variable = A, calculation = 1, if variable = B, calculation = 2, etc. Current Behaviour - The behavior can be achieved currently, but it requires the use of many nested IF statements, which is rather unwieldy in trying to write.
I would like to be able to view a report of experience league activity for my organization as well as the ability to assign an online course within the tool.This would enable me to create and track assignment completion for new or existing users. Not only is this helpful for monitoring the completion, but also in understanding a colleague's progression through training. Right now I assign by cutting and pasting links and have no way to monitor completion. At minimum the ability to pull a report (by dates or by colleague) would be so very helpful.
I'd love report columns to show in a report when pulled in a dashboard on default, not something that we have to select. It's likely a more rare scenario to NOT want a column to show in a report in a dashboard than having them show. Annoying to have to select this setting in each column when making a report, especially if you make a lot of reports. I like that it's a setting, just want the default to be that it always shows, and can turn it off if needed.
Description - It can take a lot of time to make assignments in a large project, especially if person has changed relative to template used. It would be awesome to have a tool to make assignments more efficiently than a task by task approach. How would you like the feature to work - Easy cut and paste, or fill each task with an assignee or set of assignees Current Behaviour - click each task, start to type in assignees, go to next task, rinse and repeat. tough if you have large project plans and need to reassign due to departure or other event.
Description: Workfront Proof needs to have Notification options! Why is this feature important to you: Having one notification saves time. One source of truth for the comments made on the proof. The team does not have to go through each notification and with each notification there is a possibility that notifications may be missed leading to risks. How would you like the feature to work: We would like options. Turn off all proof notifications Notification once a decision is made on a proof Instant notifications Daily notifications Current Behavior: Every time a comment is made on a proof the team receives a notification in Workfront. So, if there are 50 comments, there are 50 notifications.
Description - Increase list of icons and emojis that export into Excel Why is this feature important to you - We support marketing teams that use custom icons and emojis in subject lines of emails and other creative assets. Those must be exported to Excel so that another team can upload to additional systems. Currently, the custom emoji (lightbulb in this case) does not export out. How would you like the feature to work - Just additions to the current set of icons Current Behaviour - Currently, there are a few set of icons within the Workfront software that will export into Excel.
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