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TealeMcCleaf
TealeMcCleaf
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Re: Custom Form / Project Template Report - Workfront 11-05-2021
Hi Kelly, You can see who the project is shared with in a project report by pulling the "Shared With" field into a new column. Hope this helps,Teale

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Re: Custom Form / Project Template Report - Workfront 11-05-2021
Hi Kasey - You can use this textmode code on a Template report to show all custom forms associated with each template. displayname=Custom Formslinkedname=directnamekey=category.nametile.name=component.objectcategoriesvaluefield=objectcategoriesNamesStringvalueformat=HTMLviewalias=category.name Hope this helps, Teale

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Re: Is it possible in New Exp to: Create a Project [or Request] report that can pull in the Custom Form URL -- so that there is quick access to curated forms to export & print. - Workfront 03-05-2021
Hi Tamara - While Randy is correct that the custom forms are on the Overview tab, you can create a custom calculated field that takes you directly to the Overview tab and move the Custom forms to the top of the Overview tab on the layout template to make the first thing the users see. Hope this helps, Teale

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Re: How can I add Scorecard to the project in Workfront New Experience environment? - Workfront 03-05-2021
Hi Md - When you open the Business Case tab on the Project, you can scroll down and add the Scorecard from the drop-down. Hope this helps, Teale

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Re: My Updates for Collaborators in the NWE - Workfront 03-05-2021
Hi Sydney - Collaborators should be able to see updates on the Home page. Like they appear here: You may have the updates turned off on the layout template if they aren't seeing them. Check the settings on the Home and Summary section to see if the box is unchecked. The Innovation Lab is where you'll want to look for status of the votes we submitted. It's here: https://one.workfront.com/s/innovation-lab-leaderboard Hope this helps, Teale

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Re: ❤️ Please sign this WF-Pro.com THANK YOU Guestbook! ❤️ - Workfront 30-04-2021
Thank you @NRYN R - inactive‚, I mentioned your name and wf-pro.com a handful of times during my braindates this week. All your work and efforts have been so invaluable to me personally becoming a better System Admin! You are very much appreciated!

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Re: Hi WF Community - My team's instance is very task and project oriented, and never use requests. I'd like to know the benefits or purpose of requests or issues, and why they're better than just having people assigned in tasks within individual projects? - Workfront 28-04-2021
Hi Todd - Queues are useful when you have people across the organization that need to submit a request for work to be completed. The work is probably not being performed by someone on their team as well. For example, you could create a request queue for New Hires. The intake can include all of the particulars about onboarding a new employee from HR paperwork to what type of laptop or computer/monitor the user will be assigned. That request can automatically inform the team of individuals that pe...

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Distinct Filters on Typeahead field - Workfront 26-04-2021
Typeahead filters should be able to be applied at the form level. For example, if I create a project typeahead field for a team and filter it by their portfolios, I should be able to add that same field to a different form and apply a different filter. Otherwise, I have to create a new typeahead field to do the same thing just to have a distinct filter. This eliminates our ability

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Re: Which report type is recommended to collect Total Planned Hours in each portfolio w.r.t. year? - Workfront 21-04-2021
Hi Kundan, I have done this in a project report previously and group by Portfolio and project name. Here's the textmode code for Planned Hours with the aggregator added to show the sum in the header: aggregator.displayformat=minutesAsHoursStringaggregator.function=SUMaggregator.namekey=workrequiredaggregator.valuefield=workRequiredaggregator.valueformat=compounddisplayname=linkedname=directnamekey=workrequiredquerysort=workRequiredvaluefield=workRequiredvalueformat=compoundviewalias=workrequired...

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Re: I'm having trouble with an if..then in a custom calculated form. - Workfront 21-04-2021
Hi Heather, This sounds like a bug of some kind. I've created the additional fields and when I change Tables to Posted or Updated my other calculated fields don't change and I wouldn't expect them to change even with a recalc unless one of the fields were actually changed. I would ask your support rep to look at that to determine why all of the calculated fields are updating when changes weren't made to the fields to perform the calc. Sorry I can't be of more help. Teale

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