I've queried Support about this, but figured the Community might have their own insights: Do you have a process you'd be willing to share about closing out a fiscal year? How do you handle projects that span more than one fiscal year? Do you use billing records? (We do not and instead export everyth...

Freely admit I tried this with Support already, but was hoping the Community knew a trick. Feel like I've asked this of the Community before, but can't seem to find the post, if I indeed made one. I have a request to move a field, without losing it's data, between two custom forms. Both forms curren...

Took me a few minutes to re-find this promotion thread...found it! Here's one our project managers have been asking for and I found the idea already existed... Auto-Save Custom Formshttps://one.workfront.com/s/idea/0870z000000PShdAAG/detail

We need this as outline and possibly a warning to the user if they navigate away accidentally ("Are you sure you want to leave this page, you haven't clicked save....")

LOL. Despite having only a three level hierarchy, there are 10 items at level one and 10 more each at level 2, so the multiplication gets out of hand fast (and the values change every so often). So IF statements as a psuedo-hash/error-correction isn't practical. This mostly feeds two offline systems...

Same here. As mentioned by others, we have created "- Composite" fields using CONCAT to create a final value for reporting. One caveat! If the user goes down a set of branches and changes their mind and backs-up, the original selected values get mangled-up with the new selections. This is because th...

I'd likely attend, time permitting. Figure will learn a few things; but not sure I have much to offer others...we've only been live since October 2019 and it's been just one fire after another since we launched...unless you want commiseration. 

[This one existed at the old community, but couldn't find it here and wanted to re-ping it...so just reposting...] In our environment, all project managers inherit view-only access to all projects in the system by design. Our organization is simple: a small number of Group Project Managers (GPMs) an...

Great links...and various upvotes and comments from me! Folks should give a shout-out for their favorite(s) in this thread to gain tractions for ideas like these: "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=23ade8f0-5e43-4d4c-8ced-3c97ed864d81&Commu...

I think what Frank wants is the ability for the user to turn a filter on and off as needed, which I agree would be handy; our users complain about the same thing. For example, because of various user behavior issues and the way projects/tasks sometimes re-open suddenly, it was necessary for our inst...