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ryanbrogz
ryanbrogz
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Re: February 16 User Group meeting - Workfront 08-02-2021
Hello, I wouldn't mind the invite if there's room for 1 more! Please let me know what information you'd need. Thanks,Ryan

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Re: How can I get the Projected Completion Date of a specific task up to a Project Level custom form? - Workfront 02-02-2021
I'm not sure of that answer to that one, I suspect it's a no on a custom form but you could probably get that on a report if task 1 is a predecessor of task 2. Then build the task level report around task 2 while displaying predecessor details as columns as well. Another idea is you could build a Project level report that references task information if that met your need. Here is the snippet to reference task info on a project level report for duration: displayname=COLUMN NAMElistdelimiter=‍list...

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Re: Project Briefs - How have you integrated this in WF and What is your process? - Workfront 28-01-2021
We have the Project Brief positioned at the Program level on a custom form as well. When building Project level reports, I link out to that tab specifically with a URL instead of displaying that information on the report itself. It's not perfect, but that more detailed information is just a click away for users, and they don't have to leave the report UI. My steps were:I took the contents of the custom form and made a basic report, reflecting the exact same as the custom form itself. Just did a ...

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Re: How can I get the Projected Completion Date of a specific task up to a Project Level custom form? - Workfront 28-01-2021
On your Task level custom form, add a calculated field and your calculation should just be Project.YOUR FIELD NAME to pull information down from your Project level to the Task level. You can do the same for Program to Project too. Don't forget to click that Update in Background button as you're messing with the calculation so you can verify it looks right on the task itself. I tend to just blow away the form and re-add it when I'm double checking a calculation. Then, if you'd like, you can hide ...

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Re: How can I get the Projected Completion Date of a specific task up to a Project Level custom form? - Workfront 28-01-2021
I tried that too and wasn't having much luck there either, but I personally haven't used Milestones a great deal. My workaround thus far has been to use a Task report to "fake" a Project report and that seems to be OK. I've pushed program+project level information down into a task level custom form section that I have hidden, so only admins see it. I'm then using that calculated information to build out my "faked" Project report, using the specific task that ends up being more critical than the ...

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Re: How can I get the Projected Completion Date of a specific task up to a Project Level custom form? - Workfront 21-01-2021
Thanks, I appreciate the reply! I have that part working in some other reports, probably after coming to the WF community here! The problem is that I can't sort or filter if I reference the task collection on a project level report - I can only display it and that's all. Is it possible to write the projected date to a task level custom form and then reference that custom form field at the project level? I've seen something somewhat similar in https://www.youtube.com/watch?v=df2sK6dg2k4 but that'...

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How can I get the Projected Completion Date of a specific task up to a Project Level custom form? - Workfront 21-01-2021
Our organization has a specific task that ends up being more critical than the actual closure of the overall project. I'd like to bring the projected completion date of that task "up" to a project level custom form so I can use it easier on reports - for filtering, sorting, grouping, etc. I'd think I can use a task name contains, though equals would work too. Below are some examples I've tried, but are giving me an error, so I'm not sure what the specific calculation would be. Has anyone had to ...

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Re: How do I make something not bold in a report? - Workfront 14-01-2021
So clever, yes that totally worked. Thank you so much, this has been bugging me for too long now. Will have to remember that trick for other scenarios, thanks again!

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Re: Report View: Display Typeahead Text Field as Column using Text Mode - Workfront 14-01-2021
Thanks for taking a look, I really appreciate it. I was hoping to avoid that one, just to avoid cluttering up the custom forms more, but that does work for the report side so might be the way I go. Thanks again!

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Re: How do I make something not bold in a report? - Workfront 14-01-2021
Hi Sarah, Nothing specifically I'm doing. The first Doc ID and Title column is just the default Project Name field, no text mode updates. At any rate, here's that column if there's something I should change in there. Otherwise, everything else is basic plain text. descriptionkey=namedisplayname=Document ID and Titlelink.linkproperty.0.name=IDlink.linkproperty.0.valuefield=IDlink.linkproperty.0.valueformat=intlink.lookup=link.viewlink.valuefield=objCodelink.valueformat=vallinkedname=directlistsor...

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