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Richard_Le_
Richard_Le_
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  • HI Olivia,   The best option here would be to subscribe your Director to the tasks that they want to receive notifications for conversations on. You can read more about subscribing here.   Unfortunately, you're not able to add a subscription at the template level for it to auto-carry over onto proje...

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  • Hi Phillip,   Have you checked that the user's timezone is correct in their proof account (as opposed to their Workfront account)? See this article here for more info.   Best Regards, Rich. 

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  • No problem, Deborah,   I haven't tried with a Document Approval report, I recommend using a Document Version report instead as it makes it a bit easier to access the fields you need and also to filter for proofs only.   With a Document version report, most of the fields you want are available native...

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  • Hi Deborah,   Project name I can help you with, add a column to your proof approval report, switch to text mode and enter the following:   displayname=Project linkedname=document namekey=view.relatedcolumn namekeyargkey.0=documentVersion namekeyargkey.1=document namekeyargkey.2=project namekeyargkey...

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  • Hi Deborah,   Take a look at this previous community post here. It's got lots of suggested reports for monitoring Workfront use/adoption as well as a kickstart that you can import into your system to spin up the reports.   Hope this helps!   Best Regards, Rich. 

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  • Hi Seth,   This is possible to do with the following expression:   IF(ISBLANK({actualStartDate}),{plannedStartDate},{actualStartDate})   Or in a column on a report, you'd use the following:   displayname=Start textmode=true valueexpression=IF(ISBLANK({actualStartDate}),{plannedStartDate},{actualStar...

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  • Hi James,   As long as your users are recording their time in the relevant day/date on their timesheet, the entry date will reflect the correct date. It doesn't matter when they entered the time, only that they put the time into the right date if that makes sense.    For example, If I recorded an ho...

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  • Hi Seth,   I cracked this one (with a lot of head-scratching) a little while ago. Try adding the below code to a column on a task or issue report:   displayname=Approver Decisions listmethod=nested(approverStatuses).lists textmode=true type=iterate valueexpression=IF({status}="NA",CONCAT({stepApprov...

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  • Hi Linda,   What type of report are you using?    I would recommend using an assignment report as this will show tasks (or issues) based on who is assigned, regardless of whether or not they are a primary or secondary assignee. Using this type of report, you will get a line item for every assignee (...

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  • Hi,   Converting an issue to another object via the API does not automatically carry over the custom data from the originating issue - annoying right!    Unfortunately, you would need to read the custom fields on the originating issue and map them over to the custom fields on the task/project in a s...

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