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SamanthaIsin
SamanthaIsin
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Re: Separating Users and Objects within a Single Instance - Workfront 29-09-2021
We do this by using groups (one group for marketing and one group for sales) and really paying attention to our permissions and access levels. It requires a lot of attention, but it's very functional. Almost nothing in our instance is available system-wide except training documentation and a Workfront support request queue.

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Re: Any way to add standard fields to a custom form? - Workfront 13-09-2021
Oh no! We have our users changing standard fields on reports all the time. It's nice because on reports you can change the display name of the field and add text mode to make it look like you want. So...really the standard fields are only locked up on the custom forms.

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8

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Re: Any way to add standard fields to a custom form? - Workfront 13-09-2021
I've been trying to find a way to do this for quite a minute. In all my conversations with Workfront ninjas, consultants, and WF support I've always been told there isn't a way. What I've done instead is hide the standard feilds from the form and replace them with custom fields. Then I use Fusion to push the custom field answers into the standard fields. For example, instead of asking for a planned completion date, we want to ask for a go-to press date. So we don't ask for a planned completion d...

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8

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Re: Why are tasks appearing out of order in My Work List when everything looks okay on the Project Timeline? - Workfront 13-09-2021
I've done some digging and can't find any documentation or clues in Workfront as to how the individual tasks and requests in the project group are sorted. Here's the article that was the most helpful: https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FWorkfront_basics%2FUsing_Home%2FUsing_the_Home_Area%2Fdisplay-items-in-home-work-list.html&_LANG=en I would suggest you just give support a call if you don't get a better answer here as soon as you lik...

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Re: Hi, When you upload a proof and create an automated workflow - is there any way to create separate custom messages for each stage ? Thanks Emma - Workfront 13-09-2021
No, unfortunately. You can activate them sperately/manually and send separate messages each time though if it's really that crucial.

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Re: Document Templates attached to request custom form - Workfront 10-09-2021
@Kyna Baker - inactive‚ Pro tip I just found for your tips posts

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Re: End User Feedback on Latency.... - Workfront 10-09-2021
Our team has begun to come up with an endless amount of Workfront jabs. Work Front may soon become the new cuss abbreviation in text messages:‚Äî“Can’t make it tonight, srry”‚Äî“WF, bro!!” "Good thing it’s not named Work the Front." "I heard Spielberg is working on remaking a classic: All quiet on the Work Front" "WorkFront is infallible and all-powerful. Every success, every achievement, every victory, every scientific discovery, all knowledge, all wisdom, all happiness, all virtue, are held to...

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Re: User Group Follow-up (Aug 31, 2021) - Leveraging Custom Forms - Workfront 01-09-2021
Couldn't make it to this session, but loved it! Especially loved the text snippets for calculated fields. Thanks @Betsey West‚ !

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Re: What is the best procedure when deactivating a user in Workfront regarding open proofs -- re-assigning or removing them from proofs in the Workfront Proof Tool? If you remove them from the proofs, does that remove their comment history as well? - Workfront 01-09-2021
We remove them from all active proofs. You have to find that option in the contacts section. That leaves their approval on all old proofs, and their comments on all proofs, but doesn't hold up anything by leaving them on with decisions still pending.

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Re: tasks assigned only to users being online $$TODAY - Workfront 20-08-2021
Rafal, the PTO data points are locked up in a very tight and very secure box. In other words, I've been trying to find ways to utilize it and have been almost wholly unsuccessful EXCEPT on calendars. In a report though...if you find a way I would love to know.

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