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  • Workfront
24 of 357 Conversations
  • 02-05-2023
    I have a dropdown field in a custom form.What I am looking to do is, if the user selects the first choice, a mail should be sent to Person 1 and if he chooses the second choice Person 2 should be notified via email.I am unsure how to do this.Can anyone let me know? Thanks in advance.

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    Questions

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    303

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    2
  • 20-03-2023
    Description - Add the ability to create validation rules (As a Sys Admin) using Regular Expressions or some other validation technology.   Why is this feature important to you -  Ensures you are getting correctly typed data   How would you like the feature to work - Whether the field is required or...

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    Ideas

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    645

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    138

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    17
  • 01-03-2023
    I need a report to capture the % complete of a task as of certain dates.   I've done this previously by creating a calculated custom field on a task custom form using this code: IF(ISBLANK({% complete as of 9/30/22}),{percentComplete},{% complete as of 9/30/22})   This worked great, until today whe...

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    Questions

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    165

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    0

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    1
  • 17-02-2023
    Hello All,    I am trying to add a calculated field to custom forms. I want the form to populate who entered the data into the custom form for Issues/Requests. Attached is what I have, but what it gives me is the person's ID number instead of their name. What do I need to do change and/or add to get...

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    Questions

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    270

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    0

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    4
  • 07-02-2023
    Description - While we have the ability to adjust field sharing and access, we apparently can't report on it like we can with other objects.   Why is this feature important to you - Reporting on object sharing is essential to system administration governance and maintenance, especially when conduct...

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    Ideas

    Views

    189

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    2

    Replies

    4
  • 06-02-2023
    Description - Include any Images placed inside a custom form when exporting form as a PDF from a Project/Task/Request.     We quote design work for Retail customers.  I would like to be able to insert a barcode image within a Custom Form created to be used as a Printable Quote sheet for the customer...

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    Ideas

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    81

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    1

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    0
  • 30-01-2023
    Is there a way to pull in the Project Owner name into a Custom form that will be on the Project Level. I can pull in the {ownerID} but i haven't determined a way to convert that to the Owner Name in the form

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    Questions

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    209

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    0

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    4
  • 22-12-2022
    Hi,   We are migrating out requests from SharePoint to Workfront. These requests are Queue Topics with a custom form. We have data from SharePoint of previous requests we would like loaded into Workfront so it populates the issue and forms. I cannot find what Kickstart export and fields align to thi...

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    Questions

    Views

    392

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    1

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    4
  • 21-12-2022
    Hello,   Is there a way to upload a list to populate the form dropdown choices. We would like to have the user select from a list of clients, but the list is well over 1,000. Entering and managing that list in the Workfront form is not sustainable. Also, once we have this we want to share the field ...

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    Questions

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    273

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    0

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    4
  • 16-12-2022
    Description - A new parameter field type "table" to be added to the custom form with size selection (no. of rows, no.of columns) & field type selection (number cell, date cell, text cell) & color coding for cells Why is this feature important to you - It is important to obtain certain crucial infor...

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    Ideas

    Views

    210

    Likes

    13

    Replies

    1
  • 14-12-2022
    I believe I have seen this in another thread somewhere and wanted to check on it to see if there have been any updates around this feature but can't seem to find it.. This would be a HUGE win for us if this functionality was possible.   Description - Ability to utilize the same 'multi-choice' field ...

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    Ideas

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    401

    Likes

    21

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    3
  • 09-12-2022
    How do you calculate sales tax in Workfront? Do I need to create a custom form and then figure out the logic? I'm sure that someone has already done this - calculated sales tax on projects. I would appreciate any tips or documentation on how to accomplish this. Thanks!

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    Questions

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    127

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    0

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    0