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AEM as a Cloud Service -> Product Recommendations by Adobe Docs Abstract Adobe Commerce features a recommendation engine powered by Adobe Sensei. Learn how to dynamically insert these product recommendations in an Adobe Experience Manager (AEM) storefront. Video: https://images-tv.adobe.com/mpcv3/6467/fd12d2f2-4a03-4616-ba83-225c75403a5d_1643767568.854x480at800_h264.mp4 Read Full Blog AEM as a Cloud Service -> Product Recommendations Q&A Please use this thread to ask the related questions.
AEM as a Cloud Service Tutorials -> Create Azure storage account by Adobe Docs Abstract An Azure storage account contains all of your Azure Storage data objects, including blobs, file shares, queues, tables, and disks. The storage account provides a unique namespace for your Azure Storage data that’s accessible from anywhere in the world over HTTP or HTTPS. Data in your storage account is durable and highly available, secure, and massively scalable. The following video walks you through the process of configuring azure storage account. Video: https://images-tv.adobe.com/mpcv3/6465/9612add1-1612-4fb7-a77f-3a3c0e25f413_1643747930.854x480at800_h264.mp4 Read Full Blog AEM as a Cloud Service Tutorials -> Create Azure storage account Q&A Please use this thread to ask the related questions.
Create batch configuration by Adobe Docs Abstract Video: https://images-tv.adobe.com/mpcv3/6474/400d49ec-d6de-4204-a8ff-8c08ff5bb728_1644266488.854x480at800_h264.mp4 To use a batch API, create a batch configuration and execute a run based on that configuration. The following video shows a demonstration of creating batch configuration using the API NOTE Please make sure the AEM user belongs to forms-users group to make API calls. Create Batch Configuration The following is the POST endpoint for creating Batch config /config The following is the minimum configuration that needs to be specified when creating batch configuration. This needs to be passed as JSON object in the body of the HTTP request { "configName": "monthlystatements", "dataSourceConfigUri": "/conf/batchapi/settings/forms/usc/batch/batchapitutorial", "outputTypes": [ "PDF" ], "template": "crx:///content/dam/formsanddocuments/formtemplates/custom_fonts.xdp" } Verify Batch configuration To verify the successful crea
Custom functions in AEM Forms by Adobe Docs Abstract AEM Forms 6.5 introduced the ability to define JavaScript functions that can be used in defining complex business rules using the rule editor. AEM Forms provides a number of such custom functions out of the box, but you will have the need to define your own custom functions and use them across multiple forms. To define your first custom function, please follow the following steps: Log into crx Create a new folder under apps called experience-league(This folder name can be a name of your choice) Save your changes. Under experience-league folder create a new node of type cq:ClientLibraryFolder called clientlibs. Select the newly create clientlibs folder and add the allowProxy and categories properties as shown in the screen shot and save your changes. Read Full Blog Custom functions in AEM Forms Q&A Please use this thread to ask the related questions.
AEM Forms - Cascading drop down-lists by Adobe Docs Abstract Video: https://images-tv.adobe.com/mpcv3/6490/a677e937-0720-48d3-97f4-07f6e1cce196_1644966123.854x480at800_h264.mp4 Cascading drop down lists A cascading drop-down list is a series of dependent DropDownList controls in which one DropDownList control depends on the parent or previous DropDownList controls. The items in the DropDownList control are populated based on an item that is selected by the user from another DropDownList control. For the purpose of this tutorial, I have used Geonames REST API to demonstrate this capability. There are a number of organizations providing this kind of service and as long as they have well documented REST API’s you can easily integrate with AEM Forms using the data integration capability The following steps were followed to implement cascading drop down lists in AEM Forms Create developer account Create a developer account with Geonames. Make a note of the username. This username will
Have you ever wondered about the best way to organize your users into groups and teams, or which permissions to assign?In this on-demand webinar, originally broadcast on February 23, 2022, Mary Ann Erickson‚ Sr. Customer Success Manager at Adobe Workfront, and Heather Kulbacki, Marketing Systems Specialist (and Workfront Guru!) at Thermo Fisher Scientific, covered: The basics of licenses, access levels, groups and teamsObject hierarchy and sharing permissions best practicesHow Thermo Fisher Scientific chose to organize their users and the lessons they've experienced along the wayYou can view the recording here and a copy of the slides is attached. Have questions for our speakers? Tag them in a comment below!
It's here! Break out your spatulas and mixing bowls and get ready to try the “recipes” in our first ever Adobe Workfront Customer Reporting Cookbook. Inside you'll find step-by-step instructions for 10 reports, ready for you to whip up in your environment today. We’ve gathered favorite reports from customers and put them together in a snackable, easily digestible, cookbook for you to take back and test out in your own Workfront kitchen. These 10 reports come from customers who are just like you. Spread out across industries, departments, teams, positions and all in different companies, we owe a huge thank you to the incredible customers who shared one of their favorite reports. Some reports are simple (but incredibly useful), and some are more complex to take your reporting to the next level. With something for everyone, what are you waiting for? It’s your turn to start cooking! Also, don't forget to check out the Agile Reporting and Fusion Cookbooks
Want more control over how or when your people are routed in Salesforce? Leverage the power of webhooks and the Chili Piper API to control your routing in Salesforce. Chili Piper is a tool that makes it easy for inbound people to schedule a meeting with your sales team and then handle the distribution of these meetings to the members of your team. You can connect Chili Piper to your forms to automatically route people that are created. However, if you want more control over when people are routed then you can use the Chili Piper REST API. This in turn means that routing within Salesforce can be controlled by Marketo, since the API requests can be made using webhooks. Before jumping into the implementation of the Chili Piper routing request in Marketo lets take a quick look at how Chili Piper can be configured to route people in the way you want. Chili Piper Introduction The distribution of inbound people and meetings is handl
Website Structure in AEM — Multi-Site Manager(MSM) by Albinsblog Abstract In this post let us explore how to use MSM concepts to structure websites in AEM. The site structure is driven by multiple factors, set up a site structure that meets your goals Multiregional, multilingual needs Content re-use/Duplicate Content/Content Velocity Content distribution Translations(automation third-party translation connectors ) Access Control/Governance(Who manages the global/local websites and content) Create a consistent fluid look among sites Multiple site structures can be enabled based on the above factors, some of the important structures are IThe AEM MSM(Multiple Site Manager) can be used to enable the required site structure and enable the content reuse. Let us see some of the important concepts on MSM. MSM(Multi-Site Manager) — MSM enables you to use the same site content in multiple locations. MSM enables a set of tools to manage sites that share the same content. MSM defines the rela
Hello @1905403 I have created a custom component multifield. For that I have created cq:dialog but the dialog is not working properly. Also I couldn't able to drag the images. I have checked with we.retail site also, there also I can't make any changes to the cq:dialog. I have attached the error below, please help me, It's very urgent. Like I can't able to close or click the tick symbol in the dialog, when I do, nothing is happening. In the above dialog, It's not letting me to drag the image also it's not allowing me to click the tick symbol nor close symbol.
Do you, or your organization have a set of well-defined goals to aid in the maturity of work management, the motivation of your team, operational growth, and overall success? By having a strategic plan and a roadmap to success, you can define desired outcomes and identify a series of best next actions, ensuring that each step, milestone, and overall objective is achieved. This week’s blog will define the four key components of a successful roadmap and provide you with a series of questions to consider, recommendations to take action on, and a sample roadmap worksheet to fill out. BUSINESS OVERVIEW Strategic thinking must take place before a roadmap is created to ensure there is alignment between stakeholders and team members. As you unpack the overall purpose of your organization to fully understand why it exists and define its key objectives, ask yourself the following questions to help with brainstorming: What are your company’s current strategic and ope
Match report colors with your company’s style guide using text mode.Do you have list reports or custom views that use conditional formatting, or column rules, so that a color can be applied to a specific row or cell? Did you know that you can use basic text mode to get those colors to match your company’s style guide?There are a few places in Workfront where you can select a custom color:MilestonesCustom statuses, priorities, and severitiesCustom chart colorsBranding colorsWhen specifying a color in Workfront, you have two choices:Select from the color palette, which will also give you the RGB code of the color you select from the color spectrum (green = 39aa00, as seen in the image below).Use an existing RGB code (from your company's style guide, for example), which will give you the specific color corresponding to that code.Whether you select the color from a color palette in Workfront or find the RGB code in another application, you can use the RGB code in Workfront wherever an
Training > Additional Resources > Training blog > Gain faster collaboration with a custom note report Tired of sifting through project updates and threads to find one you’re looking for? Sometimes that list is like an infinity scroll... it goes on...and on...and on... Here’s a handy report you can create to find what you’re looking for fast! Why you should create a note reportOn a project landing page, you can click “Updates” and see all the notes and threads added by users collaborating on the project. You can also see all “system updates,” such as status and date changes, granting of access rights, document uploads, etc.You can scroll through the list to find the update you want, but the list of updates can get very long and you may find yourself clicking on the Show More Updates button over and over. Plus, if the update you’re looking for is embedded in a thread, you’ll have
This week we're bringing attention to two new features within the Product: Extended 'what-if' planning functionality, released with 19.2 at the end of May; and a brand new tooltip indicating planned PTO. PTO Tooltip: Did you know? When making a task or issue assignment, our new 'tooltip' indicates if someone has marked time off in Workfront during the planned dates of the work. For those unfamiliar with the term 'tooltip,' this a message that appears when a cursor is positioned over an icon, image, hyperlink, etc. in a graphical user interface. Note, this new feature was built in response to an Idea Exchange request! Resource availability is a major part of delivering work on time. Knowing when team members have time off scheduled is key to meeting project deadlines. Making that time-off information available where you do your planning — on the project itself — means you’ll be choosing the right person to do the work. Let’s take a look at how this
Once you have decided to transition to the new Workfront experience, it’s time to begin preparing your organization and Workfront users. The good news is that there are not a lot of technical challenges to solve for - the majority of the transition is rooted in change management. This week’s blog will provide you with the tools and techniques to help you with this change process to ensure your rollout of the new Workfront experience is a success. There are three keys to a any great change management initiative: Understanding your StakeholdersGood Project PlanningCommunicate Early and Often UNDERSTAND YOUR STAKEHOLDERS There are several stakeholders to consider when planning the transition to the new Workfront experience, including those planning and executing the change and those that will be affected by the change. Here are some roles to consider for the change management team: Transition Champion - This person is responsible for the overall socialization and coordi
Last month I shared the importance of setting New Year’s resolutions and goals, and gave some thoughts on a few “work resolutions.” Just like that, in a flash, we’re already a month into the new year. How did that happen?! By now you and your organization will have likely determined your annual and quarterly goals, and cascaded them down to teams and individuals. The question is, how will you know if you are on the right path to achieving your goals throughout this next year? One of my favorite quotes is from Peter Drucker, a management consultant, educator and author, who said “If you can’t measure it, you can’t manage it.” This rings true in both personal and professional goals. For example, you might have a personal goal to learn a new skill, or get a certification you've always wanted. Using the certification example, there may be some courses you want to take, or incremental learnings you need to acquire before you take the certification exam. You wouldn'
Does your organization have a “single entry” for new work requests? Or rather, does your organization have a front door, a side door, a back door, and many other entry points to receive these requests?If you answered yes to the latter, don't worry, you are not alone—this is a common problem for many companies. Without a consistent work intake process, it can be nearly impossible to know what needs to be done, and when, because there is often a limited, if not a complete lack, of visibility for your people. Even more challenging, is the unknown amount of ad-hoc work consuming valuable resources and time from higher priority initiatives. I am sure we can all relate to those asks that “will only take a few minutes” and end up taking a few weeks – let’s work together to eliminate those!The first step is to get familiar with utilizing request queues (your clearly visible front door) to help you create a single space
We are pleased to announce that a long-awaited feature is now available on Workfront One. The new API developer documentation site has been over a year in the making and is now ready for open beta testing! While not a full replacement for our legacy tools yet, the new site allows you to access information about our Core API in a familiar, industry-standard, OpenAPI spec format. The new documentation site provides a greatly enhanced user experience, and also gives us a strong platform to continuously deploy improvements to the documentation as the need arises. What's new? We are so excited to bring some new amazing features to front with the new documentation site! Here are some of the major differences that you’ll notice between our legacy tools and the new documentation site: The new site is based on the industry-standard OpenAPI spec. The inherent layout of the OpenAPI spec documentation allows you to quickly obtain relevant information about objects and endpoints that i
Did you know? You can send custom announcements to the users in your Workfront instance using the Announcement Center! The Announcement Center is accessed through the notification icon, which is right beside your avatar picture in the global navigation bar. If you are a system administrator, you’ve likely noticed you receive messages directly from Workfront. The icon turns blue to let you know you have unread messages. These announcements tell you about release features, upcoming webinars, and planned maintenance within the system, to name a few. Designated system administrators are the only users who receive these announcements from Workfront. However, you can share these messages with your users - whether it be all users, a select group or an individual. You can also send custom messages, with announcements important to your organization's work. Let's walk through this. Click the notifications icon, then click View All Announcements. This opens the announcem
As a remote employee, each day starts the same way (after the long trek down the stairs to my office). I first open Workfront Home to see what tasks and issues need to be completed “today”, what new updates did I receive and what is in the line-up for the remainder of the week. Then I open Gmail and Slack to evaluate new messages received. Am I being asked to do something?; 1) If yes, and it can be done in less than 2 minutes - I do it, 2) If yes, and it will take longer than 2 minutes to do, it is deferred or delegated. With either it is put into Workfront as a task or issue on an existing project, entered as an ad hoc task, or turned into a new project. Assignments are either self assigned (deferred) or assigned to somebody else (delegated), 3) If no, it is either “filed for later”, or “deleted”. All communications received during the normal work day are evaluated the same way.This is my way to ensure I get all my work in Workfront. I fully believe that work that is not in Workfront
To finalize the 3-part System Administrator series on people, process and technology, this week’s blog will focus on utilizing your technology, from the perspective of administering Workfront. Summarized below are four key areas in which you will want to become technically skilled, based on feedback from others just like you, who’ve not only taken on this role but have created a successful career out of it. Workfront — your technology — is the execution system that allows you to automate and accelerate the people and the process to an optimal pace of delivery and value. As the system administrator, you have the ability to become the master of this segment and will likely be one of the core team members to define the way that it will be best utilized for your organization. SYSTEM CONFIGURATION As you implement or review your current Workfront setup, it is important to identify the principles of your success criteria — mapping your goals, identifying the business processes you w
Does your organization want to gain insight into the capacity of your resources? Or easily visualize the total scope of your workload? Workfront offers feature-rich solutions to help managers focus on the visibility they need into how and when their people resources are scheduled. However, if you plan on using Workfront’s resource management solutions, you’re going to need a properly configured Workfront system. This blog will focus on the planner — the resource management tool that works top-down to show availability and how allocating resources impacts availability on lower-priority projects. To ensure a proper configuration, make sure the following four setups are in place: MANAGER SETUP To utilize the resource planner, a user must: Be assigned a Workfront Plan licenseBe designated as a resource manager in the project details Learn more about resource managers on the experience.workfront.com website. USER SETUP
It’s been a few months since Workfront was acquired by Adobe, and the overwhelming consensus from the media and from industry analysts is that it’s a fantastic match that will benefit both companies and our customers. Some of you have reached out with your thoughts, which I sincerely appreciate. Many of you have expressed enthusiasm as you are customers of both Workfront and Adobe, and can see the potential of the partnership, and some of you have expressed concerns. I wanted to share my perspective on the benefits for not only Workfront customers, but Adobe customers as well. I’ll start by saying the people that you have grown to love from Support, Customer Success, Account Management, Professional Services, Training and more are still part of the Workfront family and dedicated to your success. We hope that engaging with Workfront over these last few months has been the same, if not a better experience, than it was prior to our joining Adobe. Expect this to keep getting better.&n
Every organization has at least one person who can steer things back on track when the unexpected happens to ensure that strategic plans are executed, and executed well. Whether or not that individual or team of people have the defined role of project manager, they are the ones responsible for bringing multiple departments and stakeholders on a journey, together, to turn project plans into action and to communicate all changes along the way. Outlined below are several features and solutions Workfront offers to make that job easier. UTILIZING PROJECT TEMPLATES FOR QUICK SETUP Having a strong process before Workfront is what makes Workfront work. With a well defined and clearly diagrammed process, you can reflect that in Workfront using templates. Customizable project templates capture all of the repeatable processes, information, and settings associated with your projects in a single place. By using project templates, similar or recurring projects can easily be cr
As an Enterprise Account Executive, I manage my accounts in Salesforce and manage the work related to those accounts in Workfront.I use Workfront to manage 2 things – my existing accounts and my prospect accounts. With existing accounts, there are always things we need to stay on top of from account plans to value pyramids to plans on how we can expand these accounts with Workfront. With a prospect account, there are always tasks and actions to be done to move the prospect forward. Ideally, they will follow a sequence of events from the first conversation to the close of the contract.In order to stay on top of all of these moving parts, Workfront is essential in helping me keep track of these activities. It is also imperative that the professional services (CX) team has what they need in order to successfully implement a new customer. Inside of each customer’s project, the CX team will find recordings of demos, value maps where we have put together processes, as well as the customer’s
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