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melindal3825541
melindal3825541
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  • I just want to put together a list of delimiter choices and drawbacks to make it easier to find. Let's add each option with spaces between each character so they don't get overwritten This is mainly for collections like: Current Task with a filter on name contains Status displayname=Current Task l...

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  • I used this: group.0.descriptionkey=source group.0.namekey=source group.0.valuefield=sourceName group.0.valueformat=HTML textmode=true That groups it by the object the thread is on. If you have several threads together on the same object they would be mixed together. You may be able to do a valueexp...

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  • I recently had a user want to go one step further and see the notes in the thread in which a user is tagged. So I'm tagged in Note 2, so I want to see that thread of 8 notes. Notes tagged to the current user and the other notes in the thread EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=NTAG EXISTS...

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  • When the note is on the project, it's noteObjCode is Blank which is why you are only seeing tasks and issue is you set the filter as NotBlank. This is for status changes, so new projects still in default statuses won't appear. You may need to look at some other note objects to see if there is other ...

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  • On the last roadmap call, this is planned for 18.3. We have a lot of customers that need this for traffic managers to guide through proofs that are approved in meetings. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Services Partner of the Year Ph...

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  • I eat impossible for breakfast :) Document folders are a collection on the document, ie one document can be in multiple folders. To show the folders that a document is in, add this column to a document report: displayname=Folders listdelimiter=< p > listmethod=nested(Folders).lists t...

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  • For a short list, your best bet is to create a calculated field for each value with either a sum 1/0 or the word Summer, Winter, Fall, Spring Each calculated field would be: IF(CONTAINS("Fall",Seasons),1,0) These can then be displayed as 4 fields in a report with the ICON replacing the value and the...

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  • A note report on the auditText is your go to report here. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Services Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your...

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  • Here are my notes: Workfront considers the host SSO system to have the correct information. If information is maintained in both systems, the SSO system will always overwrite Workfront information on every log-in. To prevent needing to set up all of users' groups and access levels you can set ...

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  • Yes, it's totally possible. I made a video on our website about the PTO solution we use. Requests are submitted to a PTO request queue and then pushed to a google calendar and into the Workfront time off calendar via Fusion. I choose to do it that way to allow for approvals and because the time-off ...

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