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skyehansen
skyehansen
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Re: Adding tasks to an existing project - Workfront 12-03-2020
I'm definitely not the kickstart expert by any means. What I usually do is download a kickstart that has all the info in my system, and look up the project I want to emulate. I scrutinize all the data that's there and basically try to copy it with a new task (and some fields you can intuitively leave those columns off, of course). If I have tried all that and still can't get it working, I would just dump those tasks into a brand new project, and then move them into your existing project, honestl...

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Re: Certain users can't see fields under custom form - Workfront 12-03-2020
do you have a section header on that custom form? My initial gut would have you check that (click on it) and see if the settings on your section break restrict who can View or who can Edit that section. -skye

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Re: Adding tasks to an existing project - Workfront 12-03-2020
I don't understand why you can't kickstart new tasks into an existing project. Not that I've done that but I've done queue topics into an existing project. Can you not just use the setProjectID column to put in your project's GUID? -skye

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Re: Object Details - Overview - Workfront Archived Groups 12-03-2020
The only thing that can be ordered on a layout template is the placement hierarchy of Custom Forms, Overview and Finance (you can arrange those three groups of information on a layout template) but would the actual order of multiple custom forms would be handled on a project/template level? Or I guess I'm not understanding your response very well. -skye

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Re: Object Details - Overview - Workfront Archived Groups 12-03-2020
I'm curious about why they just wouldn't have a layout template that shows the custom form first? -skye

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Re: NE Review Access: Project/Report not in Waffle Nav - Workfront Archived Groups 12-03-2020
I went to Setup / Layout templates / created a new layout template. I verified that the waffle (upper right corner) included all the widgets. I didn't bother removing them. I assigned a test reviewer, and saved. I logged in as that reviewer, and verified that projects showed up in the waffle. I'm not yet at the stage where I'm adding groups, so that's a key difference. I'm also not sure our terminology matches (what's top nav... is that the waffle in the upper right corner or all the pinned tabs...

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Re: NE Review Access: Project/Report not in Waffle Nav - Workfront Archived Groups 12-03-2020
The reviewer license folks can't access those areas unless you assign them through a layout template. I'm not saying this is a great option, but it's the only option. Create a layout template, set the waffle widgets there, and assign the template to them. -skye

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Re: Guide: Enable the new Workfront experience for your users? - Workfront Archived Groups 11-03-2020
they still have to log out. -skye

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Re: Not Enough Options in Request Type Drop Down - Workfront 11-03-2020
For the queues in question, have you been through this article? What does it say on your queue details page? https://experience.workfront.com/s/article/Understanding-the-Queue-Details-Tab-in-a-Project-Issue-Form-1891394511 -skye

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Re: Weird glitch: Adding a document to project folder automatically converts it to a Proof - Workfront 11-03-2020
I think that's normal behavior. You can certainly circumvent it as a system admin, by editing your settings and unchecking the "automatically generate proof" box. PS: Whoops, sorry Terry, just saw your response -skye

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