Hello community! I'm creating an audit report of my users to ensure they
are set up properly. One of the things I'm looking for is to ensure that
everyone in a specific org is part of a team. I can filter by home team
ID because that's a singular entity. But the teamIDs seems to be a
string list bas...
Hi, we have to allocate licences on a needs basis and like many we have
more demand sometimes than availability of Plan licences. However, we do
know that not all plan liciences are being fully used and a Review
licence would probably suffice. I run reports to determine plan licences
allocated to pe...
I am trying to build a scenario that will collect stage approvals from a
task approval process after final stage approval, create a document with
the stage approval, and then upload to the task. Scenario setup: I am
watching updated tasks to see when Task approval workflows are complete.
From there ...
Afternoon all, Wanted to reach out and see, if any of you have already
conducted or are in the middle of a full system audit? Thought it would
be great to exchange some ideas. Many thanks, Csengi
There used to be an incredibly helpful tool for us under Setup > Audit
Logs that pulled an automatic last log in report for all users. It was a
quick report button that showed name, date of last log in, and
success/failure of log in. My co-administrator and I frequently used it
to determine which te...
For example, I'm running a project but want to lock the custom form to
prohibit editing from other users who have access. And the second
question, I want an audit log of fields that were changed. What was the
original input and what is the new input? I know we can do that in the
updates stream by tu...
I have a dashboard for audit use. The dashboard has two specific reports
one pulling audit from the project and another pulling a proofing
report. Both reports have a prompt to run the report based on a name. Is
there a way to have the users running the report to enter the name only
once and not hav...
I'm building out a series of audit type reports and am having difficulty
with referencing a predecessor in a task level report. In short, our
"Post to Web" task has several enforced predecessors before it, such as
"Establish Posting Date" and "Page Preparations". I'm trying to find any
"Post to Web"...
The purpose of this thread is to continue the conversation from the
“Special Edition” Leap Virtual User Group on Audit Trails & Compliance
on July 1, 2020. Many thanks to everyone who came to our virtual meetup!
Special thanks to @Brent Rudewick‚, Product Management Director at
Workfront for sharing...