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  • Workfront
24 of 275 Conversations
  • 09-10-2017
    In addition to the display logic that already exists for custom forms, we have a need for field choices to show based on the response to a previous question. For example: Question 1: Product Family Choices 1: Home Services, Customer Service, Web App, etc.. If I choose 'Home Services in question 1 I ...

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    Ideas

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    59

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    144

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    13
  • 06-06-2017
    We have a request process. When a customer submits a request we either convert it to a task or a project. Either way - we lose the customer name / detail on the conversion. We need a field to have this information come over with the conversion.

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    8

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    5

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    4
  • 16-01-2020
    We share forms across our company and some teams need custom fields. Some of these fields are very involved with lots of options. It would be nice to be able to "duplicate" a form field as a new field. Or even better, "duplicate" and entire form and duplicate all fields as new fields. That would sav...

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    Ideas

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    21

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    10

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    3
  • 05-10-2018
    When using the auto provisioning process, data for attribute fields are passed for new user accounts and existing user accounts. Our goal is to create a process for auto-registration. If a person does not have an account and attempts to access Workfront, a basic "request access level" user is create...

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    Ideas

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    19

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    28

    Replies

    4
  • 28-03-2017
    Workfront advertisments for LEAP are listed on our main user login page. We'd like to be able to remove them. We do understand and appreciate your position as a SaaS company. Please try to understand that we are using WorkFront as a portal to working with our customers. So, by having the LEAP Confer...

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    Ideas

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    45

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    36

    Replies

    10
  • 27-07-2020
    As an Admin, the "Log In As User" function (in the Setup section) is probably my most used feature--yet it's so buried, it's not as useful as it could be. A few ideas that I'd love Workfront to implement to make this well-loved feature even more useful:Ability to "Pin" the "Log in as" to the top nav...

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    Ideas

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    24

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    16

    Replies

    5
  • 27-10-2017
    Currently, when a user is created you can send an invitation. This is OK, but doesn't give enough information for most new users. It would be great to be able to create a custom email in the EMAIL NOTIFICATIONS area that could be used there. This could provide information such as training links (int...

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    Ideas

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    8

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    22

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    3
  • 17-07-2019
    We would like the ability to customize the terminology of the project status label, within the Layout Template settings (Terminology tab).Example: a team in our organization would like to use the term 'Phase' instead of Status on projects. On tasks, we would keep the term 'Status', so it would need ...

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    Ideas

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    8

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    4

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    2
  • 30-03-2018
    I was surprised to not find this already in the idea exchange. Maybe its because I am on my 13th hour today.. so if this is duplicate please accept my apologies. One thing I have been very frustrated with custom forms is how the data fields are displayed once the form is rendered. In the custom form...

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    Ideas

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    40

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    82

    Replies

    9
  • 17-04-2017
    We need the ability to attach a custom form to a billing record. Use case: some of our projects have multiple billing records. On a single project, one billing record might be billed to department #12345. The 2nd billing record will be billed to department #67890. When sending the exported excel fil...

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    Ideas

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    19

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    26

    Replies

    5
  • 10-05-2017
    We would like the ability to see who and when changes are made to system wide settings within our instance.

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    43

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    112

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    19
  • 09-03-2017
    I would love to connect user names and the custom forms. That way when submitting a project, the requester can choose the users within a custom form and those users would be alerted that the request is submitted or project created.

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    Ideas

    Views

    103

    Likes

    214

    Replies

    35