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I frequently switch between multiple projects, each with its own priorities and workflows. However, the current behavior forces me to manually change the view every time I move from one project to another, which is both tedious and time-consuming. I’d love to have the ability to lock a specific view to each project—so when I open Project A, I see the fields, highlights, and layout tailored to that project, and when I switch to Project B, it automatically displays its own customized view. This would streamline navigation, reduce repetitive clicks, and make it much easier to focus on what matters most in each context.
Hi All,I'm in need of a calculated custom field on the Task object that indicates (y/n) if the Name of the Task matches the Name of any (active) Job Role that exists in the system, but I'm not sure how to do this (or if it's doable at all). - For clarity: I not only need to look at the Job Roles assigned to the Task, but at all Roles that exist.I appreciate if anyone can help with any ideas.Thank you,Tibor
Hello,Using a workflow I need a step by step guide for how I can populate content/values from a csv file as variable fields into an email delivery.My csv file is fairly simple with two rows. First row with column headers which will be used for the field name and the second row will have the values to populate for those fields in the email. E.g. First column is an image url, second column is a title, and then the row underneath is the values for them. There is no recipient data like email etc.How can I upload this file into Adobe, use javascript to create these fields as temporary(?) variable fields and then use those variable fields which are then recognised within the delivery template and populate the content (all the content is the same it is not personalised).Any help is appreciated!
Hello, Does anyone know why duration are decimals and not whole numbers? Thanks! - Andrew.
Hi, I've got an image URL Corp-Prim-CREATIVESTUDIO-RGB-PH-lr-workfront (526×151) But when I put it in the html field when adding a Note the email just shows the html The html does work in an html editor when I preview it so I'm not sure why it's not working in the html field in FUSION. Can anyone help ? Thanks
Previously we could select a "parent task" from a report and go to the ellipsis and delete the "parent task", "sub task", and any related "requests" suddenly we can no longer do that. Did something change and I missed it? A user pointed this out to me and I checked from my perspective and also could not do it - but in my Preview area I can still do that process. Screen shots attached from both preview and live. Any insight would be appreciated. TIA Dawnmarie
I am customizing a workload balancer for a resource manager. One feature they want to use is the summary panel to make quick updates. When I added the balancer as an external page to their dashboard, the summary panel was no longer visible and updates could not be made directly from the page. Is there a setting I'm missing to resolve this issue?
Hi All, I've been running into a wall trying to get a fusion scenario to trigger that is aimed at task approval processes. Is suppose to trigger when the decision to an approval is made, but I can't even get the trigger to fire. Any ideas on how to get by this first hurdle?
We have a custom form that feeds a report for our stakeholders to know the status of the project. The % complete is not a clear indicator of the phase of our work/the project. Right now updating the status field in the form is manual and not tied to anything. We want to select specific tasks (mile makers) to be tied to the custom for to update the "status" field as they are completed. Is this possible? Alternatively, is there a way to add the "status" field as a column that can be viewed AND updated in the project view? So then, as we complete the mile marker tasks we can also update the status? I was able to add it as a column but am not able to edit while marking a task as complete. Thanks!
I am trying to use Baselines - but I am not seeing how I would show that a project has slipped a month from its start. Does anyone have a process they are using to calculate slippage in a project or a series of projects? Thanks in advance for any guidance you can provide! Sue
Hi All, Is it possible to add comment on proof via API. If ues can someone help me with the API please. Thanks in Advance
Hello!We have a user management scenario where we create a federated user in the Adobe console and then search for that user that in Workfront to update their account to the right permissions/access. The issue we're facing is that there's quite a delay from when a user is created in console to when that user shows up in Workfront. We currently have the scenario using a bunch of sleep modules hoping that if the search yields no result on the first time we can catch it after the sleep but the delay can last longer than a few minutes; and we can't extend the sleep duration without worrying about the scenario timing out.If anyone has come across a similar issue I would love to learn how you go around it.
Hi there, please help! Thanks in advance. I've a custom field in Workfront to capture the campaign frequency. Based on this selection, I want to create recurring tasks via fusion. I see "recurrence number" and "recurrence rule id" in "create record" 'task' module. Can you please help what should I write in these two fields if I want to create task daily for 10 occurrences. I've given '10' for "recurrence number" and 'FREQ=DAILY;INTERVAL=1' for "recurrence rule id" but it ended up creating only one task instead of 10. Please help!
Hello,We have users that are associating a custom project status and when they select that project status, they're supposed to enter an issue within the project with that status. I'm trying to build a report to see when projects have that status, show me only when the issue doesn't exist. It's basically an audit type report to ensure we're entering issues into projects with that status. I attempted to build it as a project report and if the issue id is blank which means it doesn't exist, but that's not a native option. Thoughts? Thanks!Mary
Hi All, I'm building out a scenario that closes out old active projects. I'm able to close out open tasks and issues, but I'm running into a wall when attempting to close out active approval processes on a project. Has anyone ever created a module to do this? I've attempted using a Create a Record module and a Custom API Call module but no luck yet.
Hello, I'm trying to parse JSON coming in from an Iterator but the name of the JSON element could change names. For instance, different custom field names.Much like the eval() function in Javascript, I want Fusion to be able to read a name dynamically. I've attached some screenshots to help me desribe the exact scenario.I have the name of a Role in the 1st_Module and I'm looking up a Custom field with that same Role Name.That does return JSON data, which I'm trying to parse in the 2nd_Module.However, the Role Name will change with different assigned Tasks.Is there a way to dynamically set up the 2nd_Module to accomplish this. You can see from the 2nd_Module.png file what I've tried, but doesn't work. At time of the scenario running, Fusion errors with not valid JSON. I'm trying to type in a string that points to the JSON element. So I need Fusion to eval() the string.I hope that makes sense of what I'm trying to accomplish.Thanks for any idea
Hi all,I’m working on a requirement to download the Proof PDF (including comments) from Workfront Proof.I’ve tried the following approaches:Using the Request PDF Summary moduleMaking a Custom API call with the requestPDFPrintSummary methodIn both cases, the response returns a Boolean (True), and I’ve used a Webhook ID as the callback URL. However, the webhook response I receive contains binary data, and I’m unsure how to handle it to download the actual PDF.Note: The original document uploaded to Workfront is already in PDF format.Could someone guide me on the correct steps to download the finalized proof PDF (with comments) and handle the binary output properly?
Hello, I am receiving an error message when uploading a document and I am not sure why. Here are two bundles that uploaded fine: But this bundle did not process:Here is my error:Here is my upload file module configuration:The failed filename does not appear to have any illegal characters. Is there anything else that could cause this error when uploading a file? Thank you
Is there a report or text mode where I can add @mentions to a Note Report. The @mentions don't show up on my updates report. I know we can use the Home page widget, but some of my users want all updates in one report.
Hello Community. Wondering if anyone has run across this. If not, I can put in a support ticket. I recently started using an External Lookup Field to pull in Team Members from a specific team. The old way we just had a pulldown field that fixed names, that we kept having to update every time a new teammber came on board or left etc. This way the Team Admin can maintain their own list by managing the team.Anyway, I got it working however the users want it be able to select multiple team members when using the filed. So after creating the Field, I checked the "Mulit-select dropdown" option. All seems to work great for a few days. Then after a while that checkbox somehow is getting unchecked. I can go in and check it again and it will be ok for a few days. Has anyone run across this before? I have attached a screen shot of how my field is setup. Is it how my field is setup? Or is this a bug? Any h
Is there a way to have a checklist auto populate on a board card without having to copy a previous card? We are wanting 4 fields to attach automatically whenever we press "new card".
We use Workfront for marketing and reviewing proofs. Periodically, we know a similar document was submitted and want to search within the PowerPoint presentation or PDF. Is there a way to do this? Has anyone done this or found this a need?
What is the best way to add recurring requests (monthly, quarterly or yearly) ? Can this be automated?
Hi everyone,I'm working on a project where I need to programmatically create and update custom forms in Workfront using the API. I've been successful in creating the form and its fields, but I'm facing a challenge with the conditional logic.In the Workfront UI, there's an option to set up "skip logic" where the visibility of certain fields depends on the selection made in another field (e.g., a radio button or a dropdown menu). For instance, if a user selects "Yes," a new set of fields appears, but if they select "No," those fields remain hidden.My question is: Is it possible to configure this conditional logic directly through the Workfront API?I've reviewed the API documentation and haven't found any specific parameters or endpoints that allow for the creation of these rules. The current process seems to be confined to the UI's form designer.If this functionality isn't available, I'd appreciate it if you could confirm it. Also, if there's a workaround or a planned update to the API t
I have a situation where a team wants to have folks who don't do there day-to-day in Workfront receiving task alerts in sent to their work email accounts. The people we are wanting to do this for aren't using Workfront much, if at all, in their normal day-to-day. But the team that is looking into this does, and they need a means to track project proposal approvals inside of Workfront. However, I have not found a way to send task alerts to anyone's email via the email notification system Workfront has. I have seen a few things here and there that look like they are looking to do something similar, because a notification inside of Workfront isn't always effective for one reason or another. So: Bob is a group admin in Workfront.Joe is his director, and rarely, if ever, uses Workfront. Bob is sent a proposal request through Workfront.Bob converts it to a project and then begins adding tasksBob needs Joe to either approve, or deny, this proposalBob creates a task that says "A
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