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andylunsford1
Adobe Champion, Community Advisor, UG Leader
andylunsford1Adobe Champion, Community Advisor, UG Leader

Creating Shared Folders in Adobe Analytics Outside of Company FolderNew

Description Love the Company Folder and the ability to share a group of projects across your organization, but want to potentially share only relevant projects for users and / or want to hide non-relevant templates and folders?  Current state, the Company Folder is an all-or-nothing holding ground for placing reports and enforcing automatic sharing privileges.  However, there are situations where you want only a certain team or group of individuals (maybe even product profile) to access a certain folder or even see that folder.     I'm proposing the idea of allowing users to create a "Shared Folder" that will let you set-up your own sharing permission that allows you to create a project and move to the folder and all members of the group will be able to access, but will not have to give carte blanche access to all members of your company.     Why is this feature important to you I often have a team of core people I work with for certain projects or reporting focuses that allow for many reports to get created, or I have a list of 5-6 people who NEED to be shared a report, but it has to be reviewed and approved internally before it is shared out, and putting it into the company folder before it is ready is not an acceptable option. How would you like the feature to work Ideally, I would like the folder when selected on the landing page and the blue selection bar appears, it would have similar options to selecting a project, to "share", "rename", "pin", or "tag".  And inside the "Share" menu, you could manage the permissions for the folder similar to the pop-up menu that exists for projects: "Edit Sharing Access" could be used for determining who has the ability control access permissions for the folder, "Edit Project Access" would allow users to determine who could edit the projects inside the folder or move projects inside the folder, and "View Project Only" would allow users to be added to the folder to view reporting, but unable to edit (perhaps great for executives or others who you want to give visibility without risking a report getting unintentionally modified).    It could also be more complicated, and move to using product profiles if supporting this level of granularity inside the landing page wouldn't be possible, but the idea of allowing users to have folder permissions for storing their projects similar to the concept of Dropbox, Box, OneDrive shared folders is the core of the idea. 

William
Community Advisor
WilliamCommunity Advisor

Enable Custom Forms on Teams, Roles, Reports, and DashboardsNew

DescriptionWe have dozens of Roles, and hundreds of Teams, Reports, and Dashboards. The only tool that is built into Workfront to help us document and govern these objects is the Description field.  The absence of custom parameters on these objects is limiting in what and how we are able to document their usage.We would like to attach custom forms on these object types so we can spend less time tracking down all the people and places throughout our instance that are impacted by updates to these objects.This was enabled last year for other objects like Groups and Billing Records. The efficiencies gained by those enhancements should be further expanded to these additional object types. Why is this feature important to youIt is challenging to track and document governance-related details on these objects because we have only the description field to do so, and that field is exposed to all users. How would you like the feature to workFor Teams, Roles, Reports, and Dashboards, we would like to attach custom forms that we would design to help us in maintaining and governing those objects. Current BehaviourWe have only the Description field to add all details about these objects, so are constrained by space, format, and visibility to users.We have explored using Fusion to seed a collection of Projects and Tasks to add a lot of detail and metadata about these objects, but its tedious to maintain and isn't easily seen when someone is making updates to one of these objects. 

DanaRoLevel 2

Enable AI-Powered Document Upload to Auto-Populate Custom Form Fields in WorkfrontNew

Description - We would like the ability to upload a structured document (e.g., Word, PDF, linked SharePoint file) to a Workfront object (like a tactic or project) and have Workfront’s AI extract key data points and populate designated custom form fields. This would streamline the setup of records that rely on structured metadata already captured in offline templates. Why is this feature important to you - This functionality would eliminate redundant manual entry and improve data consistency across Workfront objects. It is especially important for our marketing team, which uses Workfront tactics to manage a content inventory. Each tactic has structured metadata that already exists in a completed Word template. Currently, this information must be copied and pasted into custom form fields, which is time-consuming and error-prone. How would you like the feature to work -Allow users to upload a structured document (e.g., .docx or .pdf) to a project, task, or tacticWorkfront AI parses the document and suggests values for mapped custom form fieldsAdmins can define mapping rules for which text fields in a document align to which custom form fieldsThe user reviews and accepts or edits the extracted field values before savingOptionally, allow mapping to vary by object type or custom form template Current Behaviour - Currently, documents can be uploaded or linked to Workfront objects, but there is no functionality to extract content from those documents and apply it to custom form fields. All structured data must be manually transcribed from the uploaded file into Workfront forms.

Auto-Clear Hidden Form Field Data When Option Is UnselectedNew

Description - We would like a more intuitive way for requestors to clear out data in irrelevant form fields when they change their selections in a request form. Why is this feature important to you - We want to eliminate confusion for requestors and prevent errors in automated processes and reporting. Currently, our Fusion scenario triggers messages based on a calculated field, and retained data from previously selected options can cause false positives. Requestors often believe they’ve submitted the request correctly, unaware that hidden fields still contain outdated data. How would you like the feature to work - When a requestor unselects an option, any data entered in fields associated with that option’s conditional logic should be automatically cleared. This would ensure that only relevant data is retained and reduce the risk of errors caused by hidden, outdated inputs. Current Behaviour - Our request intake form uses extensive conditional logic. Occasionally, a requestor will change their selection mid-submission or copy a previous request and modify it. When they deselect an option, the associated fields are hidden—but the data within them remains. This retained data can interfere with calculated fields and downstream automation, leading to confusion and incorrect outputs. I refer to this issue as the “ghost of a previous deliverable.” Despite efforts to educate requestors, many find it unintuitive that hidden fields still retain data. I’ve attached a tutorial video I created a couple years ago to demonstrate this behavior.

ashah123Level 5

Interacting Aging Bucket CheckNew

Hi Team, I’m currently working on a requirement related to interaction aging buckets. The idea is to categorize leads based on their most recent engagement in Marketo and assign them to corresponding buckets. I’ve created a text field for the interaction bucket, which I’ll start populating once the full solution is ready. To determine the appropriate bucket for each lead, I’m using the Marketo activity log to track opens and clicks. This helps us identify the least engaged leads and allows us to tailor specific campaigns or strategies for them. For context, we also have a custom rule that marks a lead as ineligible if they haven’t engaged for over 18 months. By implementing these buckets, we can be more mindful of engagement levels and run targeted re-engagement strategies. Below are the bucket ranges we’ve defined:My question here is :For example, in the 121–150 day bucket, I’m seeing leads who have interacted in the last 30 days, which is causing confusion.I’ve created the buckets as per the below screenshot, and they work fine in some scenarios and not all.I suspect the issue could be something related to contacts with multiple opens/clicks.Currently, I’m using “opened AND not opened” conditions within the bucket, but it seems some leads are still being included incorrectly.My goal is to only include leads whose interactions fall strictly within the bucket’s date range , so that we could categorize them in those bucket , lets say ..if they multiple opens then last open should be considered so have those buckets updated based on last interaction.Could you advise what adjustments are needed to achieve this? Do let me know in case of anythingRegards,Akshat