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  • Workfront
12 of 349 Conversations
  • on 25-05-2023
    Is it available in your Workfront instance? The option is missing in our instance.

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    Discussions

    Views

    49

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    0

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    1
  • on 21-05-2023
    Description - Currently when a Custom Field is Renamed, any report that has the Renamed Custom Field as Prompt will not be automatically updated and will generate an error in the Report (Attached Screenshot). The only way to resolve this is by manually updating all the reports prompts with the Renam...

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    Ideas

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    43

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    2

    Replies

    0
  • on 18-05-2023
    Hi, I want to create a custom from mapped with Comapny object. This form should have provision to capture multiple address of a company. Example:Company: XYZ (WF standard field)                                    (Parent)-------------------------------------------------Address (Custom Form)A-23, Blo...

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    Questions

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    41

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    0

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    0
  • on 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

    Views

    214

    Likes

    0

    Replies

    2
  • on 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...

    Type

    Ideas

    Views

    264

    Likes

    136

    Replies

    17
  • on 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

    Views

    106

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    0

    Replies

    1
  • on 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

    Views

    162

    Likes

    0

    Replies

    4
  • on 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

    113

    Likes

    2

    Replies

    4
  • on 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

    Views

    50

    Like

    1

    Replies

    0
  • on 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

    Type

    Questions

    Views

    122

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    0

    Replies

    4
  • on 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

    244

    Like

    1

    Replies

    4
  • on 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

    Views

    186

    Likes

    0

    Replies

    4