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Rick_MacDuffie
Rick_MacDuffie
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  • Good morning Folks, I have a bit of an odd question for you. I've heard a half-dozen complaints from my users about Workfront filenames getting overwritten when they drag/drop a new version of a file on top of the existing file. The scenario: Original Workfront filename on local system: ThePiece.pdf...

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  • I may have, quite possibly, unbelievably, undeniably submitted the most bestest request to extend the auto-archive schedule for my instance to 180 days. :) Thanks for the info @Dustin Martin ! Rick MacDuffie Symetra Life Insurance Company

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  • Shameless plug: https://experience.workfront.com/s/idea/0870z0000004VwnAAE/detail We have projects that go idle for longer than the auto-archive timeline allows. So while a project is still active and being worked, documents can get archived. I'm not sure what the value of archiving really is; do ar...

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  • We have a business process that involves review of pieces by external entities that may take several months to complete. This results in a proof being archived prior to the review completing and delays in finalizing a piece due to having to un-archive the proof when the review is complete. We'd li...

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  • You can sort by multiple columns if you hold the ctrl key down when you click the second / third column in the view. Clicking the column again would change the sort order.

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  • I don't know if this will help, or if I've even brought the right bit of info up via developer tools, but I tried. ;) Rick MacDuffie Symetra Life Insurance Company

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  • Definitely frustrating. "Work on it" should handle the status change, kind of like the "Done" button does. A consistent user experience would help enforce good process behaviors.

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  • My $.02. Don't timebox your portfolio names, especially if you plan to have the same program names under each year's portfolio. Doing so causes duplication and complicates reporting. Imagine having 3 portfolios: IT 2017, IT 2018 and IT 2019; each having Program X, Program Y and Program Z. You now ha...

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  • Hi, my name is Rick MacDuffie and I am a Lead Business Analyst at Symetra responsible for managing our Workfront instance. We utilize workfront to shepherd marketing, marketing operations and brand management projects through product lifecyles. I joined Symetra in November 2018 without any previous ...

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  • I don't think you missed anything, grabbing the project's 'shared with' value isn't straightforward from a template report. A template doesn't have a collection of projects that you could reference and iterate through. BUT, you could come at this from a project report perspective and reference the t...

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