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Workfront Community,A report that uses a custom column to show the program name linked to projects isn't fully sorting like I had hoped. It's sorts programs sporadically. For example, Program A with be listed six times in a row, then Program B and Program C will each have some entries, and then Program A will show up again with more entries. I can't group off of this custom column in the groupings settings for the report, but am I able to edit the text mode that will allow all of Program A's entries to be listed together? displayname=Programlinkedname=projectnamekey=view.relatedcolumnnamekeyargkey.0=projectnamekeyargkey.1=program:namequerysort=project:program:namesortOrder=1sortType=asctextmode=truevaluefield=project:program:namevalueformat=HTML
Folks, I am checking one use-case where I want the profiles to wait exactly 3 days before their product delivery and trigger a communication from AJO.I tried using setDays() function like below,setDays(toDateTimeOnly(@event{xxx.bookingdetails.deliveryDate}), -3)If the delivery date is June 15th then the profile should wait till June 12th and proceed to further step in the journey. This way it will be dynamic for all the profiles. Any idea on this ? whether this is feasible through journey? Thanks in Advance!
Hi all, I am new to the Workfront product. Do we know if it is possible to integrate it with CDP & AJO, I do believe so it can be done via API or AEP connector. Curious to here all your experiences. Regards,Celia
Hello Everyone,We recently connected Facebook Lead Ads with Marketo and submitted a few test leads. However, the leads are not showing up in Marketo yet. I’ve checked the integration and confirmed that all the field mappings are set up correctly.Has anyone else experienced this issue or found a solution?
How can we set a default Request Queue for a user or team, so they only see the queue relevant to their operations?
Hello all Is it possible to build a board that looks and functions like the Legacy Agile View? Thanks Bill
Hello,When a project is completed in Workfront but then moved back to "current" (re-opened) again, the completion date remains. Is there a way to turn that off so that the completion date is removed when the project is re-opened?
What's the difference between the darker and lighter shading when viewing projects in the calendar? Thanks!
We're currently working on a refresh of our WF training. Some users have expressed a desire to track personal work tasks. I thought I'd make them a guide for entering these tasks on the Priorities tab. Some users have explored Priorities while others have not--the latter still have the intro message and the 'Discover the new work list 🎉' task in a personal project ('FirstName LastName's Tasks').Is there anyway to locate these projects in the system? I can log in as individual users and navigate to the projects (if the discover task is still in Priorities); as an admin I can still view the project while I'm no longer logged in as the user. However, I've been unable to run a report that lists these individual projects (I even added myself as a user for one of the projects in the sandbox preview, but I still can't report on the project).
I am "trying" to create a calculated field to concat fields based on multiselect fields. I can get my statement to work if there is just one criteria. but how do I/is it possible to get the and statement to work between 2 fields. I found some examples that are kind of looking like what I want, but when I try and add the && into the text the wheels fall off. Here is where I ended up around the time I was pulling my hair out. Any help would be greatly appreciated. IF(CONTAINS("Meta (FB/IG)",{DE:GF Paid Media Type}&&”Static Image”,{DE:Duration}),CONCAT({DE:GF META Story Static Specs},"\u000A",{DE:GF Copy for TIKTOK ASSETS},"\u000A",{DE:GF Meta Copy Specs}))
In my task view, I want to create a filter to compare two field values to determine which task lines to displayI want to compare the Task: projected Completion date and the Project: Planned Completion date.I want to display any task that has a task: projected completion date greater than the Project: Planned Completion date.I know I need to do this in Text mode.Can you tell me the text I need to create
Is anyone aware of a way to transfer ownership or a board? Even a possible workaround solution?
Hi All,We are trying to pull the data from Issue level custom form at project level but we are unable to do that.Can someone please help us with any calculated field syntax which can be used for pulling such kind of data?
I am looking to add a custom date field as a column in a document report. After looking for solutions in Experience League I found that this worked for someone, but not for me (I have adjusted it to be relevant to me): displayname=T Date valueexpression={document}.{project}.{DE:T Date} valueformat=HTMLWhere am I going wrong as the column is blank? Thank you
Is there a way to create and generate a report for how many times a Team tag is made in a Project or Tasks Updates message? In the report, I also want to add additional column fields to include information about the Project or Tasks.
We lost some of our requests during a specific time (May-December 2024). Looking to see if I can pull either the original request or the request that was created by Fusion before another scenario created a task/subtask/issue from the request in another project. Any help would be helpful. I am not fluent in API, JSON or any dev. lingo. But, I can copy and paste and finagle my info. to make it work. Thank you in advance,=D
I want to build a scenario that looks at a project's tasks to see if they are complete. The project can have up to 3 specific tasks with set names that need to be completed. Is there a way I can accomplish this using custom fields while still using an instant webhook event? Like something along the lines of Example pseudocode, I know there are some logic errorsIf 1,2,3 or 1,2 or 1,3 or 2,3 or 1 or 2 or 3 = CPL ; true ; false
I'm looking for a way to trigger a warning or flag when a user attempts to create a project with a name that already exists in Workfront. The goal is to prevent unintentional duplication and maintain clean project naming across the system.I've explored using custom forms and calculated fields, but Workfront Core doesn’t seem to support real-time validation or lookups for duplicate detection. Ideally, I’d like a solution that alerts the user upon project creation or update—either via Fusion or a custom logic setup.Has anyone implemented a workaround for this, perhaps using:Custom fields + validation dashboardsFusion scenarios that monitor for duplicate namesText mode filters or reports to highlight issuesAny guidance on the best approach
Hi All, Is it possible to create a fusion scenario to remove the product for user in Admin console using fusion ? Thanks in advance
Hi, I have a project report that is pulling in the tasks for each project, and I'd like to show the percent complete of each task. Right now I can only get the percent complete of the entire project. Any tips appreciated! Here's the logic I'm using: aggregator.displayformat=asPercentaggregator.function=CNTaggregator.namekey=percentcompaggregator.valuefield=percentCompleteaggregator.valueformat=asPercentdescriptionkey=percentcompletedisplayname=Uploaded to Salesforcelistsort=doubleAsDouble(percentComplete)namekey=percentcompquerysort=percentCompletetile.attribute.height=12tile.name=component.percentcompletelistviewtype=tilevalueexpression=IF({templateTaskID}="6849bcfb0002112142720f076aaa35d9",{percentcomplete})valuefield=percentCompletevalueformat=asPercentwidth=80
Hello Community, Although I am working with Workfront as a system admin for quite a time now, I am still regularly confused, on how to setup specific workflows. The confusion arises in particular because these are actually largely basic functionalities that are not as usable as would be expected. Maybe I just don't see the obvious solutions anymore.Let me give you an example:We want to onboard our IT-Team to use Workfront as our IT-Helpdesk ticket system. I know, that there are a lot better products for this use case on the market, but Workfront offers a wide range of functionality, which could fulfil our needs, so why not give it a try? So I created a queue project with topic groups, queue topics and routing rules, which route the incoming requests / issues to specific teams (IT Support Hardware Mac, IT Support Hardware Windows, IT Support Software Mac, IT Support Software Windows, ...).Depending on several parameters the issues can be routed to other projects.So far so good
Can we set a workflow for statuses wherein we can define what are the next available statuses based on current selected status? For e.g.:
Hello,The client would like to see a proof report that includes the following information:Approver nameProof progressStage the user belongs toDecision statusThey also want to understand whether an approver is pending due to the proof being on hold in a previous stage. Essentially, they’re looking for something that closely mimics what’s shown on the Proof Workflow page.Here’s an example of the desired format:Option 1 – All stages with SOCDProof Status: Pending (already included in the report)Proof Review Status: Only ApproversStage 1: User name – ApprovedStage 2: User name – Pending – Sent / OpenedStage 3: User name – Pending – Not SentProof Owner: User name (already included in the report)Additionally, they would like to filter the report by role, so that only Approvers are shown—Reviewers should be excluded.Is this achievable?Best regards,Maria
I want to create an Agile Team(SCRUM) with Iterations & Sprints for the development team who assignments are there across the portfolio.I am able to switch the normal team to a Agile team, I can new story in the backlog or iteration but not able to see all the tasks that are already assigned to the team. Can anyone help me understand the Agile team creation and its management? Thanks in Advance!
I am using this calculation on a date field to calculate due dates. ADDWEEKDAYS($$TODAY,4) How can I modify this to exclude holidays so that they are not counted as business days in the calculation? My instance of Workfront does not have a holiday library so I would need to list them manually in the calculation and then likely update every year I would assume. Thanks in advance.
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