Hi,   There's not way to have a selection field default to the value chosen on a parent object (project).   To tackle this you will need to create a calculated field that is attached to your task form, that references the KTLO field on the project level. Using the calculation {project}.{DE:KTLO Effo...

Hi,   Do you mean masking the URL on the form itself, or in a view on a report/dashboard?   If it's on the form itself, you could use a descriptive text field type. With this type of field you can choose what text you want to appear and embed a URL that is clickable for the end user.   If you're wan...

Hi All,   I'm wondering if anyone has come across this and found a solution . . .   Natively in AEM Assets, when a file is checked out, a lock icon and the name of who checked the asset out is displayed. If someone attempts to upload a new version, a message is displayed warning the user of the chec...

Hi Lyndsy,   The screen shot you've shared shows the overall form sharing permissions (i.e., who has access to attach it to objects / who has access to edit the form settings), not permissions for a certain section of the form.   What you need to do is add a Section Break field to your form that has...

Hi,   The billing status field is not customisable I'm afraid.   A workaround would be to attach a custom form to your billing records with a field that contains your own custom statuses. This field could then be pulled into your billing record view.   Best Regards, Rich.

Hey,   Just come across this thread trying to find a solution to filtering for "other teams" myself. Seems like a common ask! I've managed to pull together a text mode filter that should enable you to filter by an hour owner's other teams as follows:   EXISTS:1:$$EXISTSMOD=EXISTSEXISTS:1:$$OBJCODE=U...

Hi Matt,   The closest you're going to be able to get to this is using a proof approval report, grouped by document version and with proof progress + approver decision as columns in your view. On a report configured like this you will get a separate row for each approver and the proof progress colum...

Hi,   How are you integrating Workfront with AEM? Are you using the native integration (details here). Using the native integration you can map custom or native fields from Workfront to AEM metadata fields. These are however a 121 relationship, in that whatever values are recorded in Workfront will ...

Hi,    Edited response . . . .   There are three approaches you could take here:   Each time you create a project and build the task list out, you copy the parent task (with the form filled in) and then rename and nest the copied task to create the sub-tasks. Very Manual, but does the job.You create...

Sure.   I haven't fully tested, but this should work in a proof approval report:   EXISTS:1:$$EXISTSMOD=EXISTS EXISTS:1:$$OBJCODE=DOCU EXISTS:1:currentVersionID=FIELD:documentVersionID EXISTS:1:project:portfolioID=**INSERT PORTFOLIO ID** EXISTS:1:project:portfolioID_Mod=eq    Best Regards, Rich.