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MMcAnelly
MMcAnelly
Online

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17

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Push Assigned to Name instead of Assigned to ID (WF to Salesforce) - Workfront Fusion 2.0 21-07-2022
I'm working on a scenario pushing an issue from Workfront to create a case in Salesforce. I'd like to push the Assigned To field (from the issue) but am only seeing Assigned to ID. The scenario won't run because I think that Salesforce doesn't recognize this ID so I'm thinking I need to push a Name instead. However, that field isn't a choice for me. Is there a way around this? I'm thinking maybe using Text Mode thinking in Fusion and change the ID to Name but couldn't find a way to do this eithe...

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Re: Creating a chart within a report and trying to Group Data by the field Entered By: Home Group but it's not working - Workfront 09-06-2022
Hi, Skye - Sorry, I didn't provide more detail. It was completely ignoring the grouping that I was selecting and only showing the X and Y axis data. I did end up using a calculated field that pulls in the Home Group of the issue owner and that grouping did work. I always appreciate your willingness to help answer these questions. Thanks!

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Creating a chart within a report and trying to Group Data by the field Entered By: Home Group but it's not working - Workfront 08-06-2022
When creating a chart within a report I'm trying to Group Data by the field Entered By: Home Group but it's not working. So, I'm wondering if it's not possible or if there is another field I should use instead. Left (Y) Axis - Record CountBottom (X) axis - Actual Completion DateGroup Data by - Entered By - Home GroupLine chart Trying to show count of requests submitted by Group. Thanks!

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Re: Reporting and charting on Queue topics and custom field in one report - total number of requests - Workfront 08-06-2022
Hi, Skye Yes, there are quite a few requests because we’d have to go back a couple of years but this is an idea I haven’t thought of and could work. Thanks, Michelle Michelle McAnelly Program Manager, Platform Implementation M 612 209 2226 MMcAnelly@paraport.com Pronouns: she/her/hers parametricportfolio.com

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19

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Reporting and charting on Queue topics and custom field in one report - total number of requests - Workfront 07-06-2022
We are currently in the process of going from multiple request queues with queues topics to one queue with a custom form. The queue topics were based off of product types and we were using these to report and chart on number of requests by product type. With our new queue custom form, the products types are now embedded in the form as a multi-select field. As we move to this new queue structure is there a way to report off total requests by product type off the old queue structure (where product...

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Re: Run a report on Calendar owners - Workfront 18-05-2022
Thanks, Heather Thanks for the response and you confirmed what I thought was the answer. I appreciate your help. Michelle Michelle McAnelly Program Manager, Platform Implementation M 612 209 2226 MMcAnelly@paraport.com Pronouns: she/her/hers parametricportfolio.com

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25

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Run a report on Calendar owners - Workfront 17-05-2022
Hello - is there a way to run a report that shows you all the calendars and who the owners are? Since Workfront considers it a kind of report I thought it might come up in a report about report owners but they didn't. I appreciate any insight. Thanks.

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25

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Re: Automatic Status Update on Projects When Tasks are Started or All Completed. - Workfront 03-05-2022
Yes, I agree with this. I keep going to the setup area to set this and then remember that I can't!

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Issues in Typeahead fields - Workfront 20-04-2022
Hello - Is anyone aware of a work-around to pull Issues into a typeahead field on a custom form? Currently, you can't pull this object type in. I want a field where a requestor can reference a previous request they submitted. Thanks for any suggestions.

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12

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Re: Report on Required fields - Workfront 14-04-2022
Thank you, Randy. I appreciate your help on this question.

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