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Description - The SSO ID (Federation ID) for the Federated users is no longer accessible on Workfront after migration to Admin console. Earlier we had this info on user profiles. We can still see it on the users profile if they were added before the migration date, but anyone added recently has no info about their SSO ID in Workfront. Why is this feature important to you - This field was used to map internally with users of our organisation to monitor the movers and leavers and hence carry out deactivations (by mapping the SSO ID with company's internal active directory). Now we don't have that value in the reports and there is no way we can pull in in Workfront without manually feeding that info in the custom form or excel reports. How would you like the feature to work - I would like the SSO ID field to show the value in user's profile so that we can pull it in the reports. Its okay if we cannot edit it, similar to the email address field but atleast keep it visible on Workfront reports if not on profile directly. Current Behaviour - Only old users have the SSO ID in the reports if we pull it on user report, new users show blanks and do not have any reference to the SSO ID.
Hi, we are planning our resources by tasks and user. We always use the features "Set Users' Planned Hours as Budgeted" and then "Set Roles' Planned Hours as Budgeted". The issue is this is causing many clicks by each PM all the time they update their planning to assure we really have the latest numbers in our Resource Planner tool. Is there a trick to "Set Users' Planned Hours as Budgeted" and then "Set Roles' Planned Hours as Budgeted" for all users and roles at once, e.g. at least for one project or ideally for several at once? This would make resource planning much easier and quicker.
Description - CJA Derived Field Lookup() funcion support on schema array field Why is this feature important to you - Lookup for array field is a powerful feature for many use cases How would you like the feature to work - The Lookup() function should be able to take an schema level array field as input, and output an array with lookup names Current Behaviour - Currently it's not supported. But Lookup() function seems somehow have this functionality as it can take the array field outpt from the Split() function.
Current Behavior/Problem: Currently, onboarding new users in Workfront requires manually configuring individual settings for each user. While copying users can help, it doesn't provide a standardized, reusable approach for common user types, leading to potential inconsistencies and errors. Description/Proposed Solution: Introduce User Profile Templates. These templates would allow administrators to pre-define and save configurations for common user types. Functionality: Key elements of this feature would include...Template Creation - Administrators can create named templates, defining settings for any profile features like access level, layout template, team(s), group(s), job role(s), timesheet profile, and other relevant profile attributesTemplate Application - During user creation, administrators can select a template to pre-populate the user's profile.Customization - After applying a template, administrators retain the ability to customize individual user settings to accommodate unique requirements.Template Management - Ability to manage, update, and retire templates as organizational needs evolve.Benefits/Importance:Simplified Onboarding - Significantly reduces the time and effort required to onboard new users, especially for common roles.Increased Consistency - Ensures that users in similar roles are configured consistently, reducing errors and improving security.Reduced Administrative Overhead - Streamlines user management, freeing up administrator time for other tasks.Improved Scalability - Facilitates faster user provisioning, supporting organizational growth and change.
Description -Currently, Workfront only allows delegation of approvals within a defined timeframe. There is no native capability to delegate a specific approval process to a specific person dynamically, based on the context of the request (e.g., expertise or request type). Implementing this feature would enhance flexibility by allowing approval routing based on logic-driven criteria. Why is this feature important to you - It allows dynamic routing of approvals to the most appropriate person based on their role, expertise, or responsibility. Increases process efficiency and ensures faster decision-making. Enhances the user experience by aligning approvals more closely with business logic How would you like the feature to work -1.Ability to delegate an approval process to a specific user based on a condition or request type.2.Just like there is an option to delegate for a specific timeframe, we need an option to delegate a particular request to a specific user.Current Behavior - Workfront only allows approval delegation within a specific timeframe. There is no option to dynamically assign approvers based on request data or expertise. @vmengi @venkat_suren
I would like to use the data that exists against each project, (i.e. client name, reference number, planned hours) and export it into a templated pdf. This templated pdf would then contain a header and/or footer with the relevant information you would usually associate with an invoice (company address, VAT number, contact detail, payment terms, bank account details etc). We can then use these PDFs for invoicing purposes. Exporting each report/project as a PDF already exists as a feature, so hopefully using customised templates is a relatively achievable feature WF could develop. Thanks!
We have a lot of custom fields that naturally work well in sequences. Unfortunately we don't always use all of them in the report prompts as some are not initially needed. However when someone requests a prompt be added, I find I have to delete a lot to then build and order them in an intuitive way per the other user reports. I would love a way to drag and reorder, similar to the custom form builder.
Workfront has done some great redevelopment of gantt chart functionality. The only (major) issue is that all gantt views whether in projects/portfolios or calendars are hard coded to calendar year. Since my company (and many others) operate on a fiscal year, we are unable to use any of the new gantt functionally as it would really confuse executives and users. The only workaround is to quickly zoom to the moth view to get quarter and year headings to disappear - very unfortunate considering how good this tool could be. An interesting solution would be to allow custom quarters to determine the date range presented on all gantt views. Please vote. Thanks! Steve
Description -This feature would introduce a new settings panel within the CJA interface for stitched(FBS/GBS) datasets. This panel would provide clear visibility into the configuration and schedule of the stitching process, including the lookback window, replay settings, and the timing of data processing runs. Why is this feature important to you -Data accuracy and trust are fundamental to our analytics practice. Without knowing when the CJA dataset was last stitched or what lookback window was used, our stakeholders cannot be confident about which day of the week contains the most complete and accurate data. This ambiguity undermines our ability to make timely, data-driven decisions. It also creates an unnecessary dependency on the Adobe support team for basic information about our own data configuration. How would you like the feature to work -Within the CJA Data View settings, there should be a new tab or section dedicated to "Stitching Configuration". This section should clearly display:Lookback Window: The currently configured lookback window setting (e.g., 7 days, 30 days).Replay Setting: The status or configuration of the replay setting.Last Run Timestamp: The exact date and time of the last successful stitching run.Next Scheduled Run: The date and time for the next planned stitching run.Ideally, this feature would also evolve to allow administrators to not only view but also configure these settings directly within the UI, moving it from a "black box" to a self-service model. Current Behaviour -Currently, the configuration of the lookback window and replay settings for stitched datasets is a black box, managed entirely by the Adobe support team. There is no visibility within the CJA platform to see what these settings are, nor is there a way to know when the next stitching process is scheduled to run. This lack of transparency forces us to guess when the data is most accurate and requires us to go through support for any changes or information.
This was submitted by one of our users: Description - If multiple people are assigned to any single task, you can't mark "Done with my part" from the Work widget on the WF homepage. It would be good to be able to do this.Why is this feature important to you - Keeps from having to shift between screensHow would you like the feature to work - Description describes the feature.
Description - When assigning a task to a team, that team can include Light Users. Light users don't have access to make assignments to others or themselves, even though they are on the team (fine, understood). However, through the UI, the user is presented with options to do so. If the user clicks on any of these options, they receive pop-up messages that make it appear as though there is an error in the system. Since the light license is restrictive, the UI should be presented differently for these users and shouldn't allow them to see options that they truly don't have access to. Why is this feature important to you - User adoption and less time on system admins explaining the errors to teams How would you like the feature to work - Change the UI at the system level by license type. Current Behaviour - Currently, the user is presented with options they don't have access to use through the system-level license types. This confuses teams and weighs heavily on user adoption. Or a simple solution would be to at least display an error message that represents the error.
Allow users to set how many decimals they want data to display on matrix reports or charts (i.e. percentages on graphs, pies, etc). Or allow for rounding on charts/matrices.
Description: Provide filtering functionality when viewing events against a profile. Why is this feature important to you:Currently if I'm looking at events against a profile, either in support of query build or customer query resolution, I have to go through every event which can take a very long time. Being able to filter on things like a date, event type... would speed this process up significantly. How would you like the feature to work:Provide a filter button when viewing events against a profile with options to filter on dates and event type. Current Behaviour:Today we have to either search through every event or query in the 'View JSON'
Creating a portal which is for viewing only would really help disseminate marketo reports & dashboards across the enterprise. So, imagine I create a report for a team in sales, but these persons don't have a marketo login.I think it would be much appreciated if am able to send them a link from where they can have view only access to the reports created inside marketo.
Hello Adobe community,For those of us using Advanced BI Analytics for the enterprise, I think it's a great idea to introduce access level permissions such that we can assign specific view only, read/write, create permissions for different users of the platform. It would also be useful to have permissions for different dashboards or reports, for example, certain teams could have access to a high level dashboard but not an operational one. Such arrangement would also make it easy to find reports & dashboards. Is it a bad idea to split the dashboard platform across workspaces ? it may be for a small or mid-size business but for a company like mine, which has many business units and lots of persons with access to marketo, I don't think so. I think it's primordial if we want to avoid the chaos of having multiple users from different departments using the platform.
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