Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

TealeMcCleaf
TealeMcCleaf
Online

Badges

Badges
27

Accepted Solutions

Accepted Solutions
16

Likes Received

Likes Received
108

Posts

Posts
154

Discussions

Discussions
16

Questions

Questions
138

Ideas

Ideas
14

Blog Posts

Blog Posts
0
Top badges earned by TealeMcCleaf
Customize the badges you want to showcase on your profile
Re: Is there a way to add custom forms when a task is created or added to a project? - Workfront 27-05-2022
Hi Daniela, Yes, you can add the form to the task in the template and it will apply to all projects when they're created. If you need to add it to the individual task on existing projects, just run a task report where the name contains "task name" and you can bulk edit to add the form. Hope this helps,Teale

Views

17

Likes

0

Replies

0
Improve visibility of fields added to Home and Summary via the Layout Template - Workfront 25-03-2022
Currently we can add fields to the Home and Summary tab via the layout template, however, those fields are only visible to the person assigned to the object. In general when a customization is added to a layout template everyone with that layout template can see the customizations and I don't believe this particular functionality should be any different.Make addition or removal of fields on Home and Summary visible to everyone not just the person assigned to the object.

Views

10

Likes

6

Replies

1
Re: HTML isn't actually returning HTML - Workfront 07-03-2022
Try adding this text mode code and see if it renders linkedname=html({lastNote}.{noteText})link.url=({lastNote}.{noteText}) I don't know if it will work because I've only ever pointed mine to a custom field but give it a shot. Good luck!

Views

50

Likes

0

Replies

0
Re: HTML isn't actually returning HTML - Workfront 07-03-2022
@Lila Whitney‚ It looks like you want to create a link but you haven't indicated where the URL is for that link. Do you have a field that is generating the URL or what are you expecting the URL to point to?

Views

50

Likes

0

Replies

0
Re: Can we create an approval process for Request or possible to add in a request? So, the request follows stages in request handling? - Workfront 22-02-2022
Hi Kundan, You're question leaves me with a few questions for you... First, are you referring to a 'request' as something that has been submitted via the Requests tab on the Issue object or are you referring to the Request status associated with a project? If you're referring to the request intake, you can associate an Issue level approval workflow to the Queue Topic. If you're referring to the Request status, then you'd associate a project level approval workflow on the project that is triggere...

Views

13

Likes

0

Replies

1
Re: Embedding a Project's URL field value behind descriptive text in a task-level report - Workfront 31-01-2022
Hi Jessica, I'm not sure about all of the comparison things you have going on in your textmode but here's a simple version of overlaying text on an existing URL... displayname=FIELD NAMElink.url=customDataLabelsAsString(project:URL)link.isnewwindow=truelinkname=directnamekey=nametextmode=trueusewidths=truevalueexpression=STRING("View Final Creative")valuefield=project:URLvalueformat=customDataLabelsAsStringwidth=100 Hope this helps and let me know if it works for you. Best - Teale

Views

36

Likes

0

Replies

0
Re: Create a Lessons Learned Section - should be setup/function like "issues" does - Workfront 20-09-2021
I agree, this should be a separate module of some kind where lessons learned can be logged. Unfortunately, using the Issue object as a workaround backfires when the PM tries to close the project as they remain open. My only suggestion to the user is to move all open lessons learned to its own project where they can remain for eternity but not an elegant solution.

Views

14

Likes

0

Replies

0
Re: Document Templates attached to request custom form - Workfront 10-09-2021
Hi Karen, If you add a link to the excel template via a Descriptive text field, the user can download it from the request queue. Then having the native URL field visible on the form would allow them to add a link to the completed excel form to the request for reference later. Hope this helps, Teale

Views

23

Likes

0

Replies

0
Re: Has anyone tried the Blueprints feature? - Workfront 10-09-2021
We imported all of ours into Sandbox and socialized them via our monthly newsletter but no takers yet. Several bugs were identified when installing them as well. For example, after an import failed, the template didn't appear in the Not Installed list of templates any longer. Little things that are only visible to an admin. As most of them are targeting marketing efforts they don't apply for our purposes either, as Randy mentioned.

Views

18

Likes

0

Replies

0
Re: What is your workaround to have nice looking interface for capturing requests? - Workfront 02-08-2021
Hi @Gevorg Kazaryan‚ please add me to the list. Thanks - Teale

Views

79

Like

1

Replies

1