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-WE
-WE
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Re: Duplicate Queue Topic Groups, Queue Topics, and Routing Rules or Move/Copy them to another project
-WE
- Workfront 24-08-2022
It is possible to do this today via project templates. To Copy a queue setup:1. From your original project, perform the "Save as a Template" action. 2. In the template, delete all tasks and project-level details (owner, portfolio, etc.) 3. You should end up with a template with no data in it except for queue details (topic groups, topics, routing rules) 4. You can attach your new template to existing destination projects and it will copy the queue topic groups, topics, and routing rules to the d...

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1

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0

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0
Re: Filtering a Company report on Project Budgets
-WE
- Workfront 17-08-2022
I presume Client Status and Client Type are fields on your Company custom form? If so, I suggest starting over on your filter. In the Report filter builder, just build it a normal filter for those two rules and don't worry about the rule for project budgets. Once you've used the Report filter builder to create a basic filter (Client Status = Active AND Client Type = Agency), switch the filter over to text mode. This will show you how those rules are built in text mode and you will see the issue ...

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14

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0
Re: Filtering a Company report on Project Budgets
-WE
- Workfront 17-08-2022
Hi Rob. Exists filters can be tricky. I think this is what you are needing: EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=PROJEXISTS:a:budget=0 EXISTS:a:budget_Mod=neEXISTS:a:companyID=FIELD:ID You could add additional lines to indicate that only Active projects should be considered, or any other project-level criteria. Thanks, -WE

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19

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Re: Bulk Creation, Update, Delete, De-Activation: issues, routing rules, queue topics, topic groups
-WE
- Workfront 15-08-2022
If your company hasn't procured Fusion, I can't recommend it highly enough to address challenges like this. We use Fusion to manage thousands of queue topics, routing rules, and project queue details in ways that would never be feasible without Fusion. And, it's fine-tuned in a way that Workfront could never enable "out of the box."

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42

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0

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Re: Mandated alignment between category and sub-category fields
-WE
- Workfront 15-08-2022
This behavior can be described as "enhanced data validation" and is a long time customer request. I suggest searching the forum for prior submissions relating to data validation rules and promoting those posts so that demand for the request is not diluted across multiple posts.

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39

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Re: Preserve Access Level when a User is Deactivated
-WE
- Workfront 13-08-2022
As an admin, you can automatically record all user's current access level and preserve that value if/when their account is deactivated for later reference. If you're not already attaching a universal custom for to all your user profiles, you should be. User custom forms are critical for enabling user administration. 1. On your user custom form, add a calculated field of text type. We call ours "SYS Access Level" 2. After creating the calculated field, apply changes to the form.3. Update the calc...

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38

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Re: Looking for options to report on other groups or subgroups - any suggestions?
-WE
- Workfront 10-08-2022
I see this topic has re-surfaced, and have good news. Since Workfront released group object custom forms, this functionality is now possible. You can add a calculated field to a Group custom form that will record the nested hierarchy of groups and subgroups. You can then filter using this calculated field. E.g. in a project report, you can say "Show me a list of all projects associated to group XYZ, or any of XYZ's subgroups" even if XYZ is not a top level parent. You can set your calculated fie...

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40

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Re: How To Create A Time Off Report To Reflect Half Days vs. Full Days
-WE
- Workfront 08-08-2022
There's probably a neater way that could enable conditional formatting or filtering, but in a pinch this column in your Time Off report will show the duration of time in Hours if less than 8 hours, or in Days if more than 8 hours. displayname=Durationtextmode=truevalueexpression=IF((DATEDIFF({startDate},{endDate})*-1)<.3333,CONCAT((DATEDIFF({startDate},{endDate})*-1*24)," Hours"),CONCAT(ROUND((DATEDIFF({startDate},{endDate})*-1),0)," Days"))valueformat=HTML

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60

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2

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1
Re: How to Submit a Support Ticket on Experience League
-WE
- Workfront 02-08-2022
Instead of using the Support link in the global nav bar, try using this direct link that was provided in the instructions:https://experienceleague.adobe.com/?support-tab=home#support From there, you should have a dropdown menu in the top left corner where you can change the setting to yourcompany (Workfront). Switching that setting will grant you Support access.

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259

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0
Re: Welcome to the Workfront Experience League Community!
-WE
- Workfront 02-08-2022
Comment edited to remove outdated details from this thread.

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0

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