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Rick_MacDuffie
Rick_MacDuffie
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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 03-06-2020
@David Cornwell‚ I just started digging into a few Power BI scenarios myself and wondering if you had any advice for not exposing the apiKey in the datasources? While I work through my proof of concept I'm using Json.Document(Web.Contents(blah blah blah)) to get the data. Needed to do some noodling to traverse the thousands of rows of data (tasks, projects, issues, & hours are the primary objects I'm working with) in DAX, but have a solid pattern to manage that. The concern is that the apiKey is...

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Re: How do you use a Filter on the 'Record Updated - Scheduled' event in Fusion? - Workfront 26-05-2020
That is a darn good question... I didn't even see that Event triggering option. Looked right past it. Thank you for the reply and for the reminder that I'm still a Fusion newbie.

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Re: If a task is not assigned to any users, but hours are logged to it how can you identify who logged the hours? There is the task details page and "last updated by" but that doesn't necessarily indicate who logged the hours. - Workfront 21-05-2020
On the task itself, you would want to look at the Hours tab. Every time logged against the Task, regardless of who logged it shows up there. On this tab you can see Owner, Hour Type, etc

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Re: Can you access historical data on custom forms? - Workfront 21-05-2020
You can have those fields you care about automatically tracked in Updates by marking the "Display field changes in update feeds" per field on the custom form, BUT those automatic updates only show the New value. #sad

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How do you use a Filter on the 'Record Updated - Scheduled' event in Fusion? - Workfront 21-05-2020
Good morning,I'm investigating the feasibility of triggering a post-production FLO that would only execute when a project is Archived. Idea was to have a scheduled FLO on Project Update, but I definitely don't want to run this for each and every Project Update. Should only run this FLO when a Project's status is changed from Current to Archive. I assume that is what the Filter field on the Event card is designed to support, but Help doesn't offer any examples, so I'm sort of in the dark. Anyone ...

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Re: Workload Balancer - Allow to group by Program AND Project - Workfront 21-05-2020
I thought for sure I had submitted this exact Idea months ago. I guess it never posted. My business pushes 200-300 projects a month through the system and resource managers can't make allocations effectively across that many projects. They organize work / capacity / budget at the Program level and likewise, we need the resource management capabilities of Workfront to match. I would argue that you should be able to break this down by Company, Portfolio, Program and Project. Planning a shared reso...

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New UX URL parsing - Workfront 13-02-2020
I have a browser extension that a user is using to maintain context of the 'piece' they're working on in Workfront. It relies on snagging the ID (of the project, task or issue) from the active page's address. With the new UX, the address follows a different format and so the extension isn't working anymore. I'm no JS developer, but I think the following code is what is grabbing the ID: f = function(t, e) { e || (e = window.location.href), t = t.replace(/[\]]/g, "\\$&"); var n = new RegExp("[?&]"...

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Re: Reporting on Multi Select fields - Workfront 21-01-2020
Thanks Dan - I'm set up like your second option with the value saved as a number. I was fearing the nested IF/CONTAINS. Makes it a bit more difficult to add options to the selectable list. I'll just need to remember to add it to the list and the IF/CONTAINS calculation as well. Rick MacDuffie Symetra Life Insurance Company

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Re: Reporting on Multi Select fields - Workfront 16-01-2020
Nifty! I'm working on a custom form that will be used to assess a requests relevance / priority. In that custom form I need to have several fields that collect multi-select values that get stored as numbers. Something like: What product requires this piece? Product A is equivalent to 5 points Product B is equivalent to 4 points Product C is equivalent to 3 points Product D is equivalent to 2 points Product E is equivalent to 1 point A user might select Product A and Product D. I hoped to be able...

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Re: Custom Quarters: Clarification needed - Workfront 03-01-2020
Thanks Doug. I actually thought of trying that and was immediately presented with a lovely "There are gaps or overlapping dates created by the highlighted date ranges." error/warning. Turns out that doesn't prevent you from saving the custom quarters and does yield the expected range. Thanks for getting me to look at it again and defy the Workfront UI's warning. Rick MacDuffie Symetra Life Insurance Company

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