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Rick_MacDuffie
Rick_MacDuffie
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Re: Who has created a document approval (or 2) on document upload? - Workfront Fusion 2.0 08-02-2021
Thanks Darin! Probably hasn't been posted here because it (apparently) is as simple as it gets. I'm always just a touch gunshy when it comes to the Custom API Call module. It would be amazing if it presented a schematized form for constructing the Body of the module based on the URL (eg docapl) you were looking to call. Something like the blueprint you provided for initiating the proof approval.

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Who has created a document approval (or 2) on document upload? - Workfront Fusion 2.0 06-02-2021
I've seen the thread about creating a proof. I'm assuming that isn't going to work for this scenario. In this case, when my user creates a request, they're going to attach a collection of files and those files need to be reviewed inline with all of our other document approvals. Those are already showing up on a 'reviewer dashboard'. Before I start digging in to the API and constructing (what I imagine will require) the Custom API Call module I thought I'd check in here to see if anyone has alrea...

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What is the best way to standardize what is shown when a user 'Opens Summary' in the new user experience? - Workfront 18-12-2020
Good morning folks!I've been moving users over to the new UX (only have a dozen or so users left to go) and I have been re-designing layouts along the way to leverage some of the customizations available to us. One area of concentration has been what a user sees when they 'Open Summary' while looking at a Project's Task list. In our environment, most of our tasks start off assigned to a Team; which would mean that the 'Task Requests' customization of the layout template would be shown. That work...

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Re: How would you create a cross-project predecessor relationship between tasks using Fusion 2.0? - Workfront Fusion 2.0 22-10-2020
Confirming. This was definitely the route needed. 1) Custom API Call to grab any existing predecessors on the task you want to add a predecessor to (seems to be a more direct route than Read Related Records).2) Use the Transform to JSON module on the returned predecessors array.3) Compose a string, using the transformed JSON string and the blob Darin provided with the appropriate details.4) Custom API Call against the task object, using the task ID and putting that composed string in the body of...

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Re: How would you create a cross-project predecessor relationship between tasks using Fusion 2.0? - Workfront Fusion 2.0 22-10-2020
Thanks Darin! I think that is exactly what I needed. I just started to head down the path of trying to update the collection of predecessors on the TASK object using the Custom API Call module. I ought to be able to construct a good request from your sample above. Thanks for the help!

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How would you create a cross-project predecessor relationship between tasks using Fusion 2.0? - Workfront Fusion 2.0 21-10-2020
Afternoon folks,I'm investigating a business scenario which is meant to keep a Pair of projects' schedule in sync (so to speak). Essentially, Project A starts first and at a certain point the business branches off and starts Project B. Project B cannot complete until a particular task approval from Project A is completed. Manually adding the predecessor works just fine, but we're hoping to trigger Project B automatically based on that Project A task being set to Complete : Pending Approval AND s...

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Re: Anyone else noticing that making a decision on a pending approval in the proofing tool, while using the new user experience, isn't saving the decision the reviewer tries to record? - Workfront 09-10-2020
Heard back from support earlier. "we are actually aware of this occurring in some instances since our last update. Luckily, we have been working with our Product team to address this already and plan to push out a fix for the behavior in our next patch, 20.4. This is set to be released the first week of November" The advice offered was to revert users to the classic UX. That's not going to happen. I have migrated 170+ users; ~half of my user community. I've provided training material, updated jo...

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Anyone else noticing that making a decision on a pending approval in the proofing tool, while using the new user experience, isn't saving the decision the reviewer tries to record? - Workfront 09-10-2020
The scenario:There is a proof with a pending approval. New User Experience Reviewer opens the proof , makes comments and renders a decision in the proofing tool. Expectation:Comments are recorded and shown in the Updates tab.Decision is recorded and shown in the Updates tab.Proof no longer pending approval. Actual result:Comments are recorded and shown in the Updates tab.Proof is still pending approval. If I kick the reviewing user back to the Classic User Experience everything works as expected...

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Re: Creation of a report containing the information in the view of Resource Planner under planning which is under people - Workfront 05-06-2020
Thanks @Kyna Baker - inactive‚ !So I figured out how to conceal the apiKey, but doing so causes auto-refresh of the dataset in the Power BI Service to fail. Nothing is ever easy, is it? For sake of documenting how to conceal the apiKey... Power BI needs the Web.Contents() call to be formatted as follows: Source = Json.Document(Web.Contents("https://.my.workfront.com/attask", [ RelativePath="/api/v9.0/optask/search", Query= [ #"$$FIRST"="0", #"$$LIMIT"="10", fields="ID,name" ], ApiKeyName = "apiK...

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