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  • Came across this post on the Idea Exchange just before I was about to post it myself: "https://support.workfront.com/hc/en-us/community/posts/360007851574-New-Home-Allow-project-level-documents-and-updates-to-display-in-Home">New Home: Allow Project-Level Documents and Updates to Display in Home I'm...

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  • Sure thing, While editing your custom form in Setup, add a Section Break at the bottom, label it something like Retired, and in the Additional Settings section beneath the Label and Description area, there's a dropdown menu for "In order to VIEW this section, people must have permission to..." Selec...

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  • I can offer a couple pointers: 1. When viewing your list of fields, in Setup >> Custom Forms >> Fields, you can add a column to display on which forms a field is used. (Customize View >> Add Column >> Parameter >> Forms) This will show you if a field is abandoned or not. (Unfortunately this is not a...

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  • Big fan of Emoji here, it's a nice polishing touch. My go-to is

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  • May I direct your attention to this July 2017 submission from Sara Rothkopf? This feature would be life changing. https://support.workfront.com/hc/en-us/community/posts/115004201233-Wildcard-off-of-a-custom-field William English

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  • Hi Tien, You can set display logic on fields, but not on values within a field. Instead of adding a single "Approver" field, you will need to add multiple approver fields such as "Enrollment Approver," "G&A Approver," etc. These fields would show the approvers that are specific to each department. T...

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  • There is an additional constraint not addressed in this thread, about approvals. If you are capturing approvals for unplanned work to go forward, you typically don't want to lose that documentation. But converting the issue to a task will strip the approval path. We have some request queues where ap...

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  • Is this possible? I'm using CONCAT to display multiple attributes in a calculated field. I would prefer to separate each attribute with a line break. Have tried actual line breaks within " " but that doesn't work. Ideas, or not possible? William English

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