Description - Let’s imagine you have many customers with many contracts. On some of them you let them the opportunity to consume 15 F.T.E. a month. When doing your planning you can see the total availability of the team and also where their time is planned (resource planner report). Now if you want to see in a simple dashboard, as the resource planner, the remaining F.T.E. that customer has and where time is planned so that it does not go over the 15 total… How would you do that ? I will even add a more complex point. You may have several customers sharing the same infrastructure (servers, network, …) all of that infrastructure has to be maintained. You are logging operational time in Workfront. Customers pay their share to the common infrastructure acording a defined ratio, so you want to reflect these ratios in their 15 F.T.E.. That would give you the remaining F.T.E. for the month at any time regardless of it got spent on operational or project time. Why is this feature important to you - We like to keep track of where time got spent in Workfront. We want to automate reporting for our customers through Workfront. How would you like the feature to work - A sort report comparable to the "resource planner" in which you would select a customer and it would show if time got spent on operational time or projects. Current Behaviour - We have to extract the resource planner view with a filter on the customer to determine the time passed on project. We then add the percentage of time passed on operational time to determine how much FTE is left for the month for that customer.Each time we need to plan a project we have to repeat the operation.
Enable the ability to "Clone to same folder" when cloning programs, assets, etc. This will save TONS of time. Current state, you need to copy the name of the same folder existing asset is in to ensure new asset saves in same folder. This is time consuming and unnecessarily difficult
One of the question I get the most often when training Marketo customers is how can create fields that are attached to leads only in the context of a program. An example of this is sending invites for an event and ask for preferences in a field on the form, such as which track they will want to follow, what timeframe they would want to come, etc...For a few quarters now, SFDC has offered the possibility to add custom campaign member fields. This idea would be to enable programs in Marketo to support similar custom member fields, but also some standard campaign member fields that are not currently mapped, such as the member status date.Creation of the program member fieldsThe program member fields would be created automatically from the synchronization of salesforce campaign member standard and custom fields, as for any other field we sync. As with other SFDC fields, the "self healing" schema capability would be required.It should also be possible to create such fields directly in the Marketo admin section, either when one does not use SFDC as a CRM or when Marketo admins would want to benefit from the capability without going through the burden of modifying SFDC schema. It is important to note than, as with lead fields, both Marketo only and CRM sync'ed fields should co-existSome program member fields would also exist by default in Marketo to host information such as Program Member Status and date, success and acquire by information. These fields would be synchronized by corresponding ones in SFDC if the program is syncrhonized.This means that Sync'ed member fields and unsync'ed member fields would be able to co-exist in the instance, as for lead fields.Obviously the program member fields meta model would be the same for all the programs in the instance, and all the workspacesSome campaign member fields in SFDC would also be created as part of the MLM package, such as "acquired by" checkbox field and "acquisition date". The Acquired by would also be used in a rollup field in the campaign. [EDIT] as the MLM package does not exist any more, it should be possible to create these fields in SFDC, with a specific syntax, and they would automatically be recognized and mapped by Marketo (as it's now done for the lead score for instance).Population of the fieldsThe program member fields values could be used in forms and filled out from there. The values entered in the form would be stored in the program containing the landing page hosting the form, provided that the LP is hosted in a program. The program member fields would be eligible to the hidden field feature in form so that they could be populated from referrer, URL or cookie values.In case a form is embedded in a non Marketo LP, if the form belongs to a program, the values would also be stored in the program.In case of neither the form nor the LP belong to a program, a hidden standard field or a form parameter could be provided (or added to the form code for an embedded form) that could host the name (or any other ID) of the program supposed to contain the dataIt should be possible to update the value of the program member fields with simple "Change Data Value" flow steps, in smart campaigns, only if these smart campaigns are located in the context of the program.It should be possible to populate the program member fields through import of members in a program or import into a list located in the program. In case of import into a list not located in a program (a Lead Database list), the import would prompt the name of the program to import these values in ("None" would be a possible answer, in which case the imported program member field values would be lost ).These fields values would also sync with SFDC, so the fields value could also be populated from SFDC. Sometimes, these fields might be formulas in SFDC, in which case they would be read-only in Marketo.Materialization and usage of the program member fieldsThe field values would obviously be available only within a program context, somewhat similarly to program "my." tokens, but with the difference that each lead being a member of the program could have different values.These fields would be available as "program." tokens (to differentiate them from the "my." tokens) and usable in all assets within the program. These program tokens would even be available for webhook payloads.These fields would sync with SFDC campaign member fields, in a 2-way sync, if the fields are mapped with SFDC fields.These fields would also be available to filter leads through constraints for the "member of program" filter and the "Program Status is changed" triggerThe program member fields would also be eligible to the "data value changes" trigger and the "data value changed" filter. Alternatively, a separate set of filter & trigger could be created. The program into which the filter applies would be set through a constraint (which value could be set to "is any")The Marketo event mobile app should also be able to leverage these fields to display them or to allow update.The program member fields should also be accessible in read and write modes through the API. A new "campaign member" API will obviously be needed for this.When added to a view in a smart list or a list, these program member fields would display a value only if the smart list belongs to a programReporting:These program level fields would be used as additional filters in the program performance reports.It should also be possible to add the program member custom fields to generate custom columns in the program performance report. In this case, each possible value of the chosen field would create a column and the rows would provide counts.They could also appear as filter, breakdown or grouping field in the program analyzer.It should be possible to add these fields to the revenue Explorer, as additional dimensions. Especially key to all program oriented report typesExample of use casesStoring program membership source tracking, in a much simpler way, without to have to create a complex structure of multiple programs by source. That would make the creation of an offer-channel attribution model so much simpler!Storing visitor food preferences for an eventSoring registration date/time to and event or subscription date time on an opt-in and being able to report on it easilyCapturing visit hours choices on a tradeshow boothStore a membership date that would be different from the date/time the program member record has been technically createdLast but not least, create a very significant differentiation against Marketo competition, with regards to the way SFDC campaigns are integrated and supported (and hopefully one day for MS Dynamics as well).Store the date at which a form fill out was performed for each leadGreg
I was so excited when PMCFs were launched, but it doesn't seem they've been shown much love since launch. I know its been mentioned to allow PMCFs to be used within smart lists, and to used to create reports. It would also be great if the individual PMCFs were visible outside of just the Program Members tab - in particular, as a field visible in smart list subscriptions that can be downloaded with reports. Currently its very manual to review what's captured in the PMCF and update it on external reporting.
Description - We have the following Issues:I raised this ticket here (Case #00337225) and was told that there is no solution at the moment, so I am putting this on record. This is an important issue because without this we don't know if the user logged into the system today and put in hours on past dates.1 - In the user updates it does not show on which date I posted the timesheet, it only shows me the update from when I attributed the hours.See, for example, I log into the Timesheet and fill in information from previous days, still in the example, Let's suppose I logged in today (October 21) and filled in hours from October 10.What happens today is that I don't have a clear view of when the user added those hours. Because the system shows me that the user logged into the timesheet on today's date, but does not tell me which dates he actually filled in. Is that clear to you? (attached screenshot of what I am saying)2 - The second issue is that when we post hours in the "General Hour" topics, which are: sick, vacation and etc... The system, besides not returning to me the real date that I filled that field, does not return to me the Hour Type name. Why is this feature important to you - is important, because then we will know the right time that the user posted his or her hours. How would you like the feature to work -That it is possible to check by user updates and have this field available in the report Current Behaviour - Currently, we do not have this information and we are unable to verify which moment (date/time) the user posted the time.
Need to have a option to limit project "manage right" for "Resource Manager". All we need resource managers to do is assign resources and use the tool to monitor resource load. We trained them to use the new people /scheduling area. This will be very helpful for our company if more options/filters can be given(different idea exchange post) The major issue for us is that they are also given right to change project "name"; "planned date", etc if they are assigned to resource owner. During our testing, our resource managers did "accidentally" changed the predecessor/ due date/ project name etc and "NO" notification to project owner can be set up either. This can be a controlling nightmare for us as PM should be the only persons should grant the right to update these field in our company. We also checked with workfront consultant". There is "NO" work around. So, if we remove them as resource owner, then the new resource planning tool become useless to us. Please correct this Thank you
Adobe documentation on Data Feed mentions sftp and S3. I'd like to ask about supporting the Adobe data feed to GCS (Google Cloud Storage). The GCS API is an S3 compliant API. They have a transfer service from S3 as well: https://cloud.google.com/storage/transfer/
Description - Allow comments at start of calculation using standard syntax such as # Why is this feature important to you - While there is the instructions, this ends up displaying to the user. It would be better to have simple ability to write comments into the scriprt How would you like the feature to work - Allow # Current Behaviour - Not possible
Description - We should have the ability to choose to ignore the time of day for tasks Why is this feature important to you - This causes issues on our schedule and forces us to use time of day when we have teams in different time zones. We only care that a task is due, started, or completed on a specific day the time does not matter. Every report and project view has to be adjusted in a specific way so time of day is not considered (task calculated fields) How would you like the feature to work - There should be a setting on the group level that allows us to ignore time of day Current Behaviour - Workfront considers the time of day a task date is started and due which causes confusion for our team that does not use time constraints.
Description - Modify the Config ID that's been set on the run of web SDK extension, based on a certain action of the user on page where a pageload /page refresh/ Navigation Why is this feature important to you - consider a scenario, where user provide a consent and a page load/ refresh doesn't happen. based on the consent of user if he enabled Analytics and disables personalization and Advertising opt In's. we need to send data using data streamA with service enabled only for analytics.user case 2: If user opt out Analytics and opt In Adverting and Personalization , we need to send data using data streamB with service enabled for event forwarding and Target. How would you like the feature to work - Providing a option to Developer to modify config ID in web SDK before send event. Current Behaviour - We are not able to change the config ID until a page reload / refresh / navigation takes place
Workfront Feature Request – Add comment counts to Unresolved, Unread, With Attachments and Current Page Only in the proof comment filter pane When filtering edits, there are currently comment counts under Actions but not under General I think it would be very useful to have comment counts in both sections If I knew how many unresolved comments still remain, I could figure I need to do XX number of edits per day to stay on track That would help avoid an unexpected last-minute scramble as the deadline approaches Also it doesn’t make any sense to me why the tick boxes under General are in two columns
We have received a lot of feedback that our users find the integration between the Workfront and Outlook calendars limited because you have to manually move the tasks over. Our request is that tasks automatically show up on the outlook calendar on the date the task is due, as all day events.
Hi Team,I think it would be great if there is a way to export full library as excel or csv including names of rules and data elements used in the rule which we can later utilise as way to integrate with reporting suite products as a reference of documentation for library.This will help us to do hassle free documentation and will add value for business users who wants to see all the third party tags installed with launch on the production website.Please let us know if there is some plan for this to happen or it would be already achievable through the present iteration itself.
When I create a custom form, and I'm making a list of choices for a check box or radio button, once I've entered my options I can drag-n-drop to rearrange the list. I really would like that same drag-n-drop / rearrange ability on the report entry screen when I'm entering prompts.
At present, the user-defined campaign execution priority is only visible at the campaign level in the schedule tab, it'd be great if we could see the list of campaigns that have their execution priority overridden by the Marketo user along with the default/original and the overridden priority at one place, probably the best place to add this could be the campaign inspector within the Marketing Activities.
Currently, duration can be only be averaged at the project level, so if you attempt to add a filter for a specific summary task or template task, the system does not generate a number. As a new version of reporting is likely coming out, can we considering adding this functionality in so that we can break down project timelines by summary tasks, at least, to understand how long specific tasks take, without having to leverage text mode.
Can we please get an option to sort cell contents by default alphabetically. For example, multi select fields will appear within the column cells in random order.
Please add Revenue Types to Issues. We stopped issues at all already about 7 years ago, as we had the problem that every logged hour on an issue results in Planned Revenue on a Project. In fact not every issue can be billed, so we would need the option to set a Revenue Type like "not billable" as we are uses from Tasks.
In using the new Single Page App (SPA) Visual Experience Composer in a React JS environment, there have been instances where I've made a modification like a heading text change which has persisted past the view on which it was defined. This is less than ideal.Would love to see added functionality that would provide the option to clear any visual editor changes for each of the following scenarios:user navigates away from the view in which the Visual Experience Composer modification was applied;user navigates to a view where the page delivery criteria doesn't much that of the view the user navigated to.Experiment changes should be reapplied of the user navigates back to the view where the change has been made.
Description - the ability to automate turning requests to project with project templates Why is this feature important to you - we have many teams that receive a LOT of requests every week in our org and as a planner, a lot of my job will centre around setting up projects for the various teams, despite not being a part of their team! I am the bottleneck in our Workfront instance. Being able to automatically convert a request to a project would save me hours of work every week and streamline our request process. How would you like the feature to work - have the option to automate the request > project action based on templates set up in the system. Current Behaviour - this option I don't believe is available based on posts in the Experience League community. Has to be done manually and means I'm a bottleneck for our request process.
Description - Allow the ability to Grant Edit and/or View Access to Section Breaks on Custom forms based on Team, Groups, or Access levels. Why is this feature important to you - This allows minor sections of custom forms that are needed for speciality teams to access and edit parts of a custom form that others cannot without having to create a whole new custom form. Allowing all the data needed to be kept in one form (Location). How would you like the feature to work - When placing a Section Break in a custom form allow either the ability to Grant access based on their access levels (how it is currently) or to grant Edit and/or View abilities based on a Team or Group assignment. Current Behaviour - Section Breaks in custom forms only allow the ability to Grant access based on their access levels, of Edit, View or Admin only.
Description - Audit the usage of evars/props and events Why is this feature important to you - As an admin of adobe analytics I have reached capacity for evars/props and not quite yet events. I will need to repurpose some evars and prop to accommodate new business requirements. Without reaching out to our whole user base and relying on their feedback I would like to see the usage of these so I can determine if its still in use at all. Additionally when upgrading plugins and the values are different enough, I need to know how many of our users are impacted by such changes. How would you like the feature to work - A feature similar to checking user access logs could be created for custom dimensions and events Current Behaviour - this information cannot be currently attained.
Description - Why is this feature important to you - How would you like the feature to work - Current Behaviour - I work for a financial institution and we are heavily regulated. Each product release has to be documented including our testing and communications. It would be extremely helpful to have a Word document available for each release that we can download and customize for our use. Thanks.
Request: Provide a possibility to configure a data validation for custom fields. Benefit: Improve data quality in Workfront and execution execution.
Description - Currently the column sum function is a very simple "add all the values together" calculation... and this is fine, for some uses. However, when trying to create things like weighted averages for stackable metrics like Visits or Unique Visitors, there is no proper options available to us. See https://experienceleaguecommunities.adobe.com/t5/adobe-analytics-questions/weighting-dimension-values-using-custom-metric/td-p/554102 for an example... If you want to use the total visits or total unique visitors for the period in the math, it will always be inflated at this time. Why is this feature important to you - This will provide more controls to being able to use the data the way you need to. Since the column "totals" already show the de-duplicated values, we should be able to create within the same table a representation of that number. How would you like the feature to work - This could work in two ways, either add some additional settings on the existing "column sum" function (particularly for "stackable" metrics), allowing us to choose either a "full sum" or a "de-duped sum"; or have another function that represents "column total" (and replicates the de-duped column total (before the dimension breakdown) Current Behaviour - Column sum does a generic sum of the values, adding up each row... but offers no way to de-dup stacking metrics like Visit or Unique Visitor... there is no way to use the de-dup "totals" shown in the freeform table as part of calculated metrics when attempting to created weighted averages.
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