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ElenaDo
ElenaDo
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Re: Route issue from Request Queue to specific project, based on custom field value - Workfront 02-11-2020
Hi Nick, You can achieve this through Queue Topics, if I understand correctly. First, create a new project which is the Request Queue project. In the project, set up the Topic Group to be the main request type, and then set up the Queue Topics to have the options that will display as the second dropdown (ABC and DEF) - so Field X value is not needed in the custom form but rather becomes the Queue Topics. Set up the Routing Rules for each Queue Topic so that it routes to the assigned person or te...

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Re: Linking custom request forms to projects after project has already been created. - Workfront 30-10-2020
Hi Olivia, I'm not sure if this workflow is what you're looking for, but I wanted to share! We recently embedded request queue components into a project template, so that requests can be submitted from within an open project (that uses that project template) rather than through a completely separate request queue. In this way, project managers can submit requests through the project's Issues > New Issue. We set up Queue Topics and Routing Rules that mirror the main request queue.

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11

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1

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1
Re: When i have my projects page open, does anyone know what the difference between these two filters are? "My Projects" and "Projects i own" - Workfront 16-10-2020
If you're looking to do more, I found a great post related to this, called Report showing projects shared with User. We implemented this because I really think 'projects shared with me' is a much-needed default filter!

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8

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Re: Any Media/Press Relations Using Workfront? - Workfront 17-09-2020
Hi Christina Friday - early morning from 6:30-8 Central or next week looks fine - feel free to send an invite to elena.dooley@cummins.com. Thanks!

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55

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Re: No Subject - Workfront 17-09-2020
I liked reading the tip that "There is also one global notification surrounding Proof that you will want to consider, found via Setup > Email > Review and Approval." However, this does not work for our use case. Here it is: Most of our external agency users have a Review license, so cannot generate proofs. Our process is that they upload a document and notify the project owner that the document is ready to review. Then the project owner generates the proof and may add their internal stakeholders...

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Re: Any Media/Press Relations Using Workfront? - Workfront 16-09-2020
I'd also be interested in seeing your templates or custom forms. If a meeting doesn't work you could share as attachments. Thanks!

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55

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Can a project owner turn off update streams on a project (in an attempt for confidentiality)? - Workfront 02-09-2020
I have a project manager who is very interested in making her projects confidential due to business financial content. I explored Workfront One and shared the article I found on limiting visibility. I also explained that other users besides System Admins would not be able to search and find the project or any of its contents, and only System Admins have visibility to the Project Update streams if they go to her profile. Is there a way we can turn off the update streams for her projects? Any othe...

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9

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2

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Re: Comment below to win! Introduce yourself and what you use Workfront to do. - Workfront 01-09-2020
Hey Workfront friends! I am Elena Dooley, and manage Workfront for Cummins. The main department using Workfront is the Marketing Communications organization and we use Workfront for managing marketing communications work, whether that's internal/external communications, digital, creative development and execution and strategy. We launched a new phase of Workfront in June by onboarding our 20 creative agencies that teams work with.

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47

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Why can't the document uploader/owner be automatically granted proof access when someone else is generating the proof? We want the document owner to view all proof comments inherently. - Workfront 28-08-2020
Workfront advocates for Inherited Permissions for pretty much everything else. Why not between a document and proof? Our use case is this: The creative agency with a Review license uploads the document and tags the project owner to review it. The project owner has a Work or Plan license and generates the proof, and shares the proof with others as Reviewers & Approvers. However, the creative agency who uploaded the document does NOT get ANY proof activity. They must rely on a document update from...

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4

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4

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Allow someone with Manage permission to remove just ONE inherited permission on an object (currently the only option is to remove ALL) - Workfront 28-08-2020
I've searched endlessly but don't think this topic is out there yet. I would like a person with Manage permission on an object to remove just ONE inherited permission on the object. For example: A document that you wish to limit access to. You may not want to remove ALL inherited permissions because some people with inherited permissions do require access. This is just one idea of many with the theme "We need more customization and privacy setting options at every level."

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7

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4

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1