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EXP_-_DustinMa
EXP_-_DustinMa
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  • Hey Richard, I work with a specific set of customers, I'd recommend submitting a support request into our support team so that way one of our document experts can work on this for you. Thank you! Dustin Martin Assigned Support Engineer Workfront

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  • Fantastic work. One thing to note is when looking for portfolio data from the issue object, you don't need program in the middle. Projects can reside on a portfolio or a program on a portfolio, which means you can use Project.Portfolio (or Project.Portfolio Name) Our API Explorer will show which fie...

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  • Hey Richard, Our help article goes a bit more in-depth on it: https://experience.workfront.com/s/article/Archiving-in-Workfront-Proof-1080379924 The short version is it helps organization of documents in your instance. I've never deactivated it (there isn't an option to disable it as far as I'm awar...

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  • Glad to hear Rick! =) Dustin Martin Assigned Support Engineer Workfront

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  • We (support) maybe might possibly theoretically could potentially change the auto-archive date for the entire company. (It's an account setting, not a user setting.) That would, of course, require a request into Support. I may possibly have set the date for a couple of my customers to 180d... Just s...

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  • Kevin, That would be an awesome idea to submit via the Idea Exchange. As for the why you can only have a field on the same form once, Trish nailed it. The data is stored in the database with a unique GUID, which is why it won't let you have it in there twice, you can only have the same GUID in the d...

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  • Yep, charts don't play nice with text mode. You can create a calculated custom field on a task custom form: Project.Program Name That'll show you the program name from the project, at the task level. From there, you can then group by it, and chart with it. The down side? You need to ensure that fiel...

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  • Hi Martina, As stated, the default is 60 days. If you need additional time, we can adjust it in support. Please contact our support team to open a support case, and one of our proofing admins can have it adjusted for you. Thanks! Dustin Martin Assigned Support Engineer Workfront

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  • Hi Albert, A few things can cause this. I'd recommend contacting our support team so that we can walk through your specific example. In general, this is how Workfront's system operates: When you create a project, and you're scheduling from the project's start date, you'll choose the start date and t...

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  • Hi Peggy, You likely have been assigned a layout template that hides some of the menu options. Here is a link to our help article that covers layout templates: https://experience.workfront.com/s/article/Creating-and-Managing-Layout-Templates-1976479577 I hope you have a great day! Dustin Martin Assi...

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