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RichardLe1
RichardLe1
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Re: Is there a way to disable prompt options (default it to contains) on a report? - Workfront 29-10-2020
Hi Surya, You are not able to choose which conditions are available for use in the standard prompt functionality. However you could build a series of custom prompts for your users instead. Using this option you would create a set of predefined prompts for your users to select from which are already pre-configured to 'contains XYZ'. This option is great from a UX perspective, especially if your users only select from a small number of filter conditions when using a prompt. Check out this article ...

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Re: Similar to a reviewer setup, can you prevent planners/workers from seeing a project? - Workfront 29-10-2020
Hi Christina, Permissions in Workfront are granted hierarcically. So if you tag a user into a project, that user will receive view access to the project and everything below it (i.e. all of it's tasks / issues). However if a user tags someone into a task or issue, they will only be granted view access to that task or issue they were tagged in (and not the whole project). I don't believe that there is a way that you can prevent access from being granted when tagging people. Instead you would need...

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Re: Add column in Project View representing the Planned Completion date of tasks with certain names - Workfront 29-10-2020
Hi Sean, I'm not sure why my original code wouldn't work for you, I managed to replicate this in my environment and output all planned completion dates for parent tasks with 'Delivery' in the name using the code previously provided. The way I would approach displaying the planned completion dates of parents that have 'Delivery' in the name, and child tasks that have 'Live Broadcast' in the name would be to create two separate columns and then link them into a single shared column. Using the belo...

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Re: Add column in Project View representing the Planned Completion date of tasks with certain names - Workfront 28-10-2020
Hi Sean, You are missing a closing bracket after your CONTAINS expression. See below updated code which should work. displayname=Planned Delivery Datelistdelimiter=listmethod=nested(tasks).liststextmode=truetype=iteratevalueexpression=IF({numberOfChildren}>0,IF(CONTAINS("Delivery",{name}),{plannedCompletionDate}))valueformat=HTML Best Regards,Rich.

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Re: How do you manage late proofs? Looking for best practices. - Workfront 27-10-2020
No problem Chris. Archiving the proof doesn't remove the outstanding approval. The document / proof and outstaning decision still exists within the system. So if you were to look at the document in the documents tab it would still show that a decision had not been reached. The proof would also still show up in a proof approval report, or as a document with an outstanding proof approval on a document report . . . . even if it had been archived. What archiving the proof will do, however, is remove...

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Re: How do you manage late proofs? Looking for best practices. - Workfront 27-10-2020
Hi Chris, In regards to dealing with old (now redundant) proofs, your suggestion of changing the role to read only is one option. Some other options you have are to update the proof so that the person who gave the approval (assuming someone did!) is the primary decision maker, therefore providing an overall decision on the proof. Or you could remove the person(s) that did not provide a decision from the proof altogether. Any of these options should complete the review process, it just depends on...

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Re: Text Mode Help - Workfront 27-10-2020
Hi Naushin, Glad I could help! I've just sent you a message with my contact details, feel free to reach out to me directly and we can discuss how I can help you further. Best Regards,Rich.

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Re: Text Mode Help - Workfront 26-10-2020
Hi Naushin, Obvioulsy replace 'FreeFormText' with your own field name, but this should do it: displayname=Brandtextmode=truevalueexpression=IF({DE:CSBrand}="Other",{DE:FreeFormText},IF({DE:BrandDepartmentNonAutomation}="Other",{DE:FreeFormText},IF(ISBLANK({DE:CSBrand}),{DE:BrandDepartmentNonAutomation},{DE:CSBrand})))valueformat=customDataLabelsAsString Best Regards,Rich

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Re: How do I create a user task report showing tasks assigned in projects, requests assigned to them, and tasks they create for themselves via "My Work"? - Workfront 23-10-2020
UPDATE to conclude this thread and clarify / correct the comments made above as some were incorrect. This question was answered / clarified in this thread here. In summary, assignment reports show each assignee as a separate line item, so every assignee is the "primary" Assigned To person. Therefore on the contrary to the thread above, using the 'assigned to' field within a filter on an assignment report will return work objects where the user is the primary assignee or a secondary assignee.

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Re: To get only my child tasks why do you Select Equal "0" for the number of children - wouldn't it be not equal - Workfront 23-10-2020
Thanks Anthony, Definitley worth highlighting the differences between the two filter options as they do produce different results. I guess it depends on what you want your report to achieve. In your example Kick-Off and Launch are not child tasks (as they have no parent), so you may or may not want to include them in the report. Kick-off - TASKPhase 1 - PARENT Task 1 - CHILDTask 2 - CHILDPhase 2 - PARENTTask 3 - CHILDTask 4 - CHILDLaunch! - TASK

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