Currently there is no way to have an And/Or relationship between column
or row rules. This makes some of the rules we want to apply useless if 2
rules cannot work together. For example, I want issues red that are not
complete AND over 2 weeks old. Since I can't add the AND, it's making
rows red that...
There is no way in WF right now to find objects that were shared with a
team/group/company. For example: A previous admin set up something that
somehow shared ALL our requests in all our queues with the entire
Company (3k people). So anyone, regardless of user access, can go to
Requests > Submitted ...
There is currently no "search" function on the "reports" screen when
looking for one specific report.Regardless if its a on My Reports,
Shared with me or All Reports. There is a filter button but if I want to
search for an individual report, one which was created by a staff member
or an old system a...
Would like the page search ability like we have in other sections /
other landing pages. Typically left of Filter option or elsewhere near
the list/result area,
I am trying to filter report to show "Current Year" of billing records
between beginning of current year and previous month of current year.
I'm using Date: $$TODAYby between $$TODAYe-1m. The report is still
showing January 2022 billing record data. It seems like January is
throwing off the filter s...
We have tends of thousands of Projects in our system for our workgroup.
Sometimes I have to export so I can stick in Excel to run formulas to
compare data. However, I have to export page by page and that gets
really, really tedious if you have say 30k at 2k at a time. For some
Reports exporting the ...
We've long ago disabled the creation of Filters, Views and Groupings for
non-admins.In disabling the creation of filters, views and groupings, it
also disables the creation of Workload Balancer filters. Since we need
them to be able to create and use Workload Balancer filters, I want to
enable that ...
We would like to be able to group or use our choices from our custom
field dropdowns in the chart display on reports. We often use the
dropdown field to select locations that the information applies to, so
being able to group things like our dates with the locations (selected
in the dropdown) associ...
I would like to run a report that finds the freelancers assigned to
projects within particular programs, but I want to filter out all those
with "••None" selected that are not owned by a particular user. The
drop down field I am pulling freelancer selections from is called
"Freelancer Assigned -...
Is it possible to use the Custom Dates in a calendar to report up a
level. Example: I'm filterign by tasks but I want to use the Custom Date
to pull a field at the Project Custom Form level. Related - can I used
calculated fields on a task form to pull info from project-level cutsom
fields? In worki...
When I use the portfolio/program or project filter in the Workload
balancer without a user specific filter, all the users in the system are
shown, not just the users that are associated with that
portfolio/program/projects in that portfolio. This not intuitive and not
what a user is expecting when t...
In Classic, when navigating to 'Projects', users had the ability to
Filter work by 'Projects I own' or 'Projects I'm on', then select a
view(i.e. Active, Milestones, All, etc.), this option is no longer
available in the NWE.