We convert all requests (issues) to projects or tasks. I'd like to not
show requests on our timesheets and push everyone to log time to tasks
on projects only. The only solution I can find is to disconnect the
requests as resolving objects in order to complete the requests. Is
there a better way to ...
When someone submits a request and sets another user as the Primary
Contact the submitter has no ability to see the request within Workfront
easily. This should be visible on the submitted list, and they should
receive the same notifications as the primary contact. Too often someone
will submit a re...
Hi WF Community, Does anyone know if it's possible to create custom
Issue Status values (a list of them) that only appear on a specific
Issue Custom Form? For example:We have a custom form (Issue) called ABC
FormWe want the following custom values to be present in the Status
field on this form: A, B...
Prevent issues/requests from being converted into tasks/projects:I would
love for a setting that completely prevents users from converting
certain request types (ones I select as an admin, not all requests) into
projects? Despite our attempts to educate users on specific work
processes, some users c...
Documents uploaded to a task, request or issue can be modified by
multiple users with access. However we are only able to report on the
last change.We are interested in tracking the name changes of a document
in this particular case although this idea could be expanded to other
properties as well. I...
When I am working in a report in Classic WF, I am able to select a
single item from the report (via the check box), select Edit , then jump
to the bottom of the pop-up form and add a comment. Currently, I CAN NO
LONGER do this in WF New Experience.In the New Experience, if I am
working in a report a...
This seems like a crazy question, but I don't understand how to clearly
show when an approval process is complete and that the object is
approved. You can choose to set the status if its rejected, but theres
not automation on if its approved what status to give it. We are using
issues to route brief...
We have an issue report on a dashboard to keep track of issues/requests
in progress, one of the columns on the report is to show the last note
text. The problem we are encountering is all the notes show except
notes/updates from a request that is from a different company. The
request is visible with...
Currently we have the ability to raise risks/issues at project level.
But not all risks belong to project. Some risks can effect the entire
program/portfolio. Is it possible to enhance program/portfolio view to
have "Requests" option on the left pane?
We have a report that displays all issues we received per quarter but I
would also like to include all projects created per quarter within a
certain portfolio that don't have an issue attached to them (they
started directly as a project not as an issue that was converted). I
can't figure out the tex...