The current function of the Workfront Boards filters seem to be set up on an OR statement meaning if multiple filter options are selected the filter will pull [this selection] OR [that selection], and not [this selection] AND [that selection]. For example, we have a member of our team attempting to use the Boards column filter to see any tasks that are aligned to one particular project AND assigned to one particular user, but for some reason it is only pulling tasks assigned to the one particular user. It is extremely important to have flexible filtering options throughout Workfront and especially for Boards since they are used to allow teams to work in an agile way. If the filters are not flexible and easy to use then they present roadblocks to the teams attempting to use them. In a perfect world, the Workfront Boards column filter would work similar to the way the report filters do or work the same way as the intake filters do in boards. We are currently able to select OR or AND filters when crafting Workfront Boards intake column filters (found by clicking Configure), but the regular column filters do not give you the same options (found by clicking Filter). I've provided screenshots below to highlight the differences.
Description - Allow recurring advanced search filters to be saved so users don't have to re-enter the filter parameters every time. Why is this feature important to you - The new advanced search page isn't "sticky", so users are spending time re-entering search filters every time they navigate away
Can we get shortened URL links for sharing Workfront proofs similar to bit.ly URLs?When there is a need to reference another Workfront proof in a comment or to share the link another way, the URL is very long (about 180 characters). A short URL is always better.
Subscribing to Projects, Tasks, and Issues is a great feature... and our users would love to view and manage all of their subscriptions in one place. This could be incorporated into the Recent Items & Favorites, or added as a new "Subscriptions" icon in the top right. If that's too much of a stretch, could we at least create a report or reports that filters on items subscribed to?
Description - I use Boomerang's return to inbox functionality in Outlook frequently (where you can set a time for an email to return to you or send you an alert if you haven't received a reply yet). But, most of my communication happens in Workfront, so it would be nice to have a similar feature there. Why is this feature important to you - It would be an easier and automated way to make sure that time sensitive responses are not missed without having to manually manage them. How would you like the feature to work - When you post a comment, have the ability to send me (the comment poster) an alert or email or something if I haven't received a reply to my comment by a certain date (allow the user to pick the date / time). Bonus points if you could select the specific user that you specifically need a response from. ie - there are 5 people tagged, but I REALLY need a response from Bob. Send me an alert if Bob hasn't replied by Friday at 3pm (or whatever day/time I choose) Current Behaviour - I don't think this exists at all?
Description -Why is this feature important to you - we need to track documents, specifically proof versions, to gage the extent of approvals on each verison of a document.How would you like the feature to work - It would function like most other reports in WF: a dropdown in the upper left to export data as PDF, Excel, etc.Current Behaviour - Not able to export data from this type of report
So I select a bunch of report suites and go to edit the classifications to make them consistent. "The classifications for this report do not match for all report suites. Only classifications that match exactly can be viewed and edited across report suites." Now wouldn't it be helpful to tell me which report suites aren't exactly the same?
Hi, Currently there is not simple feature to allow us to update the approver ID through Fusion so that we can read data from either custom form or assigned to ID fields and accordgly assign that ID as an approver ID for a existing approval process.It will greatly help in streamlining approval processes where an approver can be dynamic entity from a wider team depending on some conditions
Description - Allow the option for passwords to be added to proofsWhy is this feature important to you - Our clients want to add a guest to proofs but want a layer of security on the document in case incorrect emails get added.How would you like the feature to work - When creating a proof, have a tickbox option to add a password. Current Behaviour - External users don't need any password.
WF currently generates 2 timesheets: one for the current week + 1 for the following week. Some users take 2 or 3 weeks of vacation and we would like for them to pre-populate timesheets to show that vacation. This would prevent Timesheet exception reports from flagging those users for having 0 hours. Can this be enabled enterprise-wide or can it be an option per Timesheet Profile?
Description - Once upon a time there was auto-provisioning, and it was awesome. Then came the dark times, the times of the Adobe Admin Console, and there was wailing and gnashing of teeth across the land. We were promised "zero-touch administration", which would be just like auto-provisioning, but these were lies! Why is this feature important to you - We have a large bank of users who just need to get to request forms. The lack of this functionality means that we either have to touch each account or someone has to walk each person through the multi-step process. How would you like the feature to work - Solution 1 (preferred): when a user who qualifies for zero-touch provisioning accesses any WF link, account creation occurs, and the user ends up wherever they were trying to go.Solution 2 (also would be acceptable): Add Workfront to https://experience.adobe.com/ (which is where the activation link dumps them). Current Behavior - The user has to click on the "activation link", which effectively takes them nowhere. THEN they can proceed to Workfront via the usual link.
Description - Allow a user the ability to group proofs by the deadline day or hourly time frames so the user has a way to quickly see what they need to review first and not miss reviewsWhy is this feature important to you - Currently, all the proofs are clumped together making it incredibly difficult to be able to prioritize what needs to be reviewed first. This feature would help the end user by being able to review the most time sensitive proofs. Currently, our users are clicking into each proof manually to try and prioritize their reviews to know the stage deadline of the proof which is time consuming and inefficient.How would you like the feature to work - Add an option to be able to group the proofs on the "Awaiting my approval" widgetCurrent Behaviour - Does not exist 10/24/24: Update to this original idea Now that we have the Proof due time (yay) available to us on the My Approvals widget, the current experience shows no sense of order when proofs are due. Users are spending time clicking through the pages to find the urgent proofs over the non-urgent proofs. Allowing the grouping would significantly help with prioritization. Current experience:
Description - The revised UI/UX for the calendar area coming with the next release is missing the "Hide Weekend" feature Why is this feature important to you - Work does not occur on the weekends with our team and this would allow more real estate on the screen for the 5 business days we care about. How would you like the feature to work - Add the "Hide Weekend" option back to the new calendar options. Current Behavior: New Calendar:
Sometimes we need to send a reminder to someone in an approval stage who is holding up the approval process as a whole. Could we have a button that triggers an pre-formatted email notification to said individual?
Currently, timesheets are created for the current period and the next period. Can we have the option to create timesheets up to five periods. For example, we use weekly timesheet option. The system generates timesheets for current week and next week. This is fine most of the time, but sometimes people go on vacation for 4 or 5 weeks straight. It would be great if they would have the ability to enter the timesheets for the 4 or 5 weeks before they go on vacation.
Description - Workfront calendar (Month View) no longer shows all the active/upcoming tasks for each dayWhy is this feature important to you - This affects the holistic view of the calendar when planning because now the user has to individually go into every day to see which projects are there, instead of seeing themHow would you like the feature to work -Workfront calendar (Month View) to show all the active/upcoming Projects/tasks within each dayCurrent Behaviour - The previous WF view used to show all the active/upcoming Projects/tasks within each day, now it only shows a maximum of 3 and then the user has to click on the "more" button to see the projects. This affects the holistic view of the calendar when planning because now the user has to individually go into every day to see which projects are there, instead of seeing them
In the Queue Set Up: Routing Rules: Default Assignee area, allow to assign to multiple users upon entry. Only way to assign to 2 or more users for a queue topic routing is to create a new team. Sometimes it's not a full team but rather a couple of individuals. An issue can be assigned to multiple users why can't the request route that way as well?
Our Marketing team works in different time zones (EST, PST, India) The campaign dates on our calendar and project plan are all different, because we are in different time zones. For everyone to see the same date, we need to manually change our computer time to align to East Coast time. I'd like to recommend Workfront build a time zone feature in Workfront as a profile preference.
Description - How do I know a report is on which object like Task, Project, Proof, Document. A report doesn't show it either in view mode or in edit mode. In view mode it is showing in bottom right corner only if that report is fetching/showing any records. If no records are there in report then we can't see it. In edit page it is not showing at all which is very inconvenient.Why is this feature important to you - To know on a report is built on which object How would you like the feature to work - Show it somewhere in edit page. Show it on view page other than bottom right corner.Current Behaviour - In edit page it is not showing at all which is very inconvenient. In view mode it is showing in bottom right corner only if that report is fetching/showing any records.
Description -Why is this feature important to you - we make informed strategic business decisions based on the data available to us. We require the ability to export large data sets from the Adobe Analytics platform that can be modified and presented to leadership, cross functional teams, and for analysis purposes. In order to do this, we need to utilize data warehouse requests. How would you like the feature to work - we would like the data warehouse tool to me more flexible to allow for basic functionality. The ability to edit, modify, and delete data warehouse requests does not exist yet should be bare minimum functions given how important and expensive the Adobe Analytics platform is for publishers. Current Behaviour - we cannot edit a data warehouse request that has been completed nor can we delete data warehouse requests. We can only inactivate them which doesn't help with organization and also creates confusion. Being restricted to the current functionality is unsustainable. It allows for unnecessary mistakes and double development time as we plan to use this data in an automated fashion.
Description - it would be great to have the ability to combine AND and OR logical operators in segments/ filter. Why is this feature important to you - let me bring an example here. I work in the education industry and we are responsible for communicating students about a variaety of subjects. For the businesses teams, technical details are irrelevant, they just want to see how communications are performing (note that we use AJO). For example, enrollment team wants to see enrollment results. Therefore, I would like to develop a CJA report with a segment like (Campaign Name contains enrollment OR Journey Name contains enrollment OR customActionJourneyName contains enrollment) AND not test event AND Journey Name does not contains count. Two important notes here:1. we currently use SMS as custom action. So the journey name for SMS is stored in a non-native AEP dataset. For AJO emails, journey name is stored in ajo_entity_dataset normally. In this situation, I am unable to create a derived field to combine the names, since three looks up would be needed to achieve such a result, which at this moment is not possible. 2. journey count. We started working with AJO recently. Since we are still learning how to work with AJO and there has been some delays with data ingestion and audience evaluation, we sometimes create journeys with no actions, just to confirm the evaluation is correct. How would you like the feature to work - I would like to have the ability to combine AND and OR logical operators in segment builder in CJA. Current Behaviour - currently, segments only accept AND or OR as operators, even if you have different containers. You either use condition1 AND condition2 AND condition3; or condition1 OR condition2 OR condition3.
Description -Ability to create a template for issues object. Ability to create a template where I can add multiple issue custom forms, that can be used when submitting a request or creating a request from the queue itself at project level.Why is this feature important to you - I need to control visibility of certain areas only for process managers, however I want to avoid them adding a form every time they have to work on a request. Having a template would create a request with the custom form the user would complete, and custom form that the process manager would complete and would be only visible to the process manager.How would you like the feature to work -Current Behaviour - Does not exist
This is just a small idea to work more aligned with who other applications use folders, and how we as users are used to work with folders. It would help the way of working if AJO could adopt what is established way of working with folder structures. I am sure it is created in AJO for a reason, but for us as and users it creates a lot of irritation and frustration. Why do we need to unpublish a published landingpage just for moving it into another folder - that dont make any sense. And if we then connect access right issue with it, it becomes even worse. You can unpublish, move - but not publish it again. It could be local sett rules, but this seams a little over complicated. If you have access rights to the landingpages, you sould be able to create a folder, and move a page to that folder without unpublishing the page, move it and publishing a gain. I guess the page had the same ID where ever in the structure the page is. This process creates frustration on several levels - first because of the inconvenient process , then for the challenge that there are several access right in play to get it completely done.
Our business is currently using Marketo Dynamic Chat and are looking to explore using the Meeting Booking functionality. We’ve run into a key limitation with the Round Robin feature. Here’s a scenario:We have three agents available for booking.Agent A and Agent B are only available on Tuesdays.Agent C is only available on Wednesdays.When a visitor web visitor interacts with our dialogue, the Round Robin feature will cycle through Agent A, B and C without accounting for individual availability.So if a web visitor is only available on the Wednesday, Agent A would show up on the first session - even though the agent is not available on the Wednesday. If the web visitor closes the session and revisits the dialogue again, Agent B would appear. The system doesn’t recognise that Agent C is the only one actually available on Wednesdays.This results in:Missed meeting opportunities for our sales team.Manual workarounds or inefficient routing logic outside of the intended Round Robin function.Suggested Improvement:Update the Round Robin logic in Marketo Dynamic Chat to:Filter agents based on their calendar availability before selecting them for rotation.This would ensure that:Only agents who are available on the Lead's desired day for booking the meeting are surfaced for that session.Visitors are shown accurate, bookable time slots.This change would significantly improve the reliability and performance of the Meeting Booking tool in Dynamic Chat.
Description - It would really be helpful to extend the options on posting an update, with something like "Private for object's group members", to be able to define the users who are able to read an update.Why is this feature important to you - This would give us more possibilities to hide an update from specific users.How would you like the feature to work - Add an option "Private for object's group members", which depends on the group the object is happening on. Another option could be a possibility to define the groups who should be able to read an update using a multi-select dropdown, or an option "Make private to tagged users / groups / teams only".Current Behaviour - Currently the only option is "Private to my company".
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