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Richard_Le_
Richard_Le_
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  • Hi,   Here is a link to the help documentation on creating and using project templates   Here is a link to the training videos around project templates.   Best Regards, Rich.  

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  • Hi,   Madalyn is spot on with her advice. Here's a couple of additional reference points that might help you along the way.   This previous post on Experience League provides some text mode examples that you can use/adjust for your own purposes.   This article on experience league contains help docu...

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  • Hi Hannah,   There is no notification setting that will allow project owners to automatically receive all notifications on projects they own, however project owners can "subscribe" to their projects instead.   When a user subscribes to an object in Workfront, they will receive a notification wheneve...

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  • Hey,   You could explore filtering based on the proof status, looking at the API explorer this appears to contain statuses representing where the proof is in being created:     I'd try something like the following as a text mode filter: documentVersion:proofStatus=success documentVersion:proofStatu...

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  • Hi,   There is no way to change the date format in the field itself, you can however change the way that the date is displayed in a report. You would add the field to your view, click advanced settings and then change the format to the one you want.   Best Regards, Rich.    

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  • I'm not sure about the update object, I haven't used it. Hopefully someone else in the community can chip in here. 

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  • Hi,   When creating a note object in Fusion, use the "create record" module and choose the NOTE object type. Then in your field mapping make sure you select "html" instead of "note text". Note text will only allow plain text, but with the html field, you can add html tags into your text to format it...

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  • Hi,   In order for the URL to be displayed as "Click Here" text, the URL has to be hosted in a field for the text mode to reference.    You need to place the URL in a custom field, or in the native URL field on a task/issue/project object and then reference the URL in the text mode.   In the followi...

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  • Ahhh, of course it does. The filter is looking for any tasks that have an actual planned completion date in the past 4 weeks. Therefore it will not show incomplete tasks (because they have no completion date).   Ideally, we would have added another filter rule as an OR statement, to also show tasks ...

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  • No problem, glad I could help!   There's many reasons why a task or issue might not appear. Dates, assignments, hours and duration can all have an impact on what is displayed. You can read more on the Workload balancer here   Best Regards, Rich.  

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