Community Topics

I have built several Dashboards for teams but the filters needed to view the reports never seem to stay on the Dashboard. I get regular complaints that the teams have to remember which views to choose when they go to the Dashboard to view all the reports.  How can I get these to remain permanent for...

We have an issue intake form where depending on the answer to the last question in the top (common) section of the form, the requestor should go to either Section A or Section B of the form.  However, once they are done with either section (A or B), we want the form to stop asking questions.  Using ...

I am in the process of working with some coworkers to determine what custom forms we can deactivate (or potentially delete) because they are no longer in use and the data tied to them is not relevant. I managed to make a custom view in the backend under Custom Forms > Forms and I have managed to cre...

Is there a way to disable the auto-close function when a date is entered in the Actual Completion date field for a task? My team needs to track Actual Completion dates on tasks that are delayed or that miss the planned completion date. When the Actual Completion date is entered, the task closes whic...

Hi All, I am looking for a way to build a text mode field called 'Lead time(days)' to have the difference between today and the Planned start date. Can someone help me on this? Thanks in Advance.

Description -Is there a feature in WF/Synops wherein we can set up our out of office like we do in outlook so the client knows that we are not available and whom they should tag insteadWhy is this feature important to you - It will make easy for client to know if someone from their team is not avail...

I have a field called numPick which is a checkbox field that can contain multiple things, for ex AAA123, AAA122, AAA121. Is it possible to create a report filter that filters out projects that have more than one checked? Projects I want:numPick: AAA102 Projects I don't want:numPick: AAA123, AAA122, ...

Description -Right now when you want to add a hyperlink in the workfront you need to highlight the text and then click the link button instead of being able to use command K to hyperlink or links automatically are created like every other site including this forum for example.Why is this feature imp...

Hi All, I am looking to report on who downloaded an asset in Workfront. Do you know if there is a report that I could run to check this? Also, is there a way to set up a notification to let a user know that an asset is due?  Thank you.

Hello, We use for one type of project the Milstone Path to tag both a Project Phase and then the Workstreams in the Project Phase. Under each Workstream there are the tasks that are needed to be done.  We have the same Workstreams under each Project Phase (please see attachment) - so Workstreams can...

Hey WF Community,Has anyone cracked the code on generating a report that shows planned hours and actual, by assignee, for any given calendar date range, when there are many assignees on a given task?  That last part is the kicker.  If we only had one assignee per task I could generate this report. I...

Hello, I am attempting to key on multiple values in one filter and wanted to know if you can use the 'OR' function in the text operator. See below screenshot for reference. Am I doing something wrong?