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KirstenHe
KirstenHe
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  • In your view, if you click on the "Due On" column, then Advanced Options in the top right corner (under the Switch to Text Mode option), then Add a Rule for this Column, you can specify a rule for if the planned completion date is less than $$TODAY and choose what formatting you want (text color, ba...

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  • Hey Nick, I'm not sure if I understand this completely - are you saying that you have the conditional formatting set up for the report, but it isn't respected/doesn't format your rows while on a dashboard? Kirsten Heikkinen

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  • Hey Morgan, You can group by Entered By > Home Group ID or Entered By > Home Team ID. If you'd rather see the group/team name rather than ID, you can switch to text mode and switch out "ID" with ":name" textmode=false group.0.linkedname=enteredBy group.0.namekey=view.relatedcolumn group.0.valuefield...

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  • Hey Ashley, Have you looked into kickstarts? https://experience.workfront.com/s/article/Importing-Data-into-Workfront-via-Kick-Starts-1601598108 Kirsten Heikkinen

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  • Hey Janelle - I think in that case, you need to do an Assignment type report instead of the Task type report. That should help you find tasks assigned to multiple people! Kirsten Heikkinen

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  • We have 4500 fields and I've also seen no harm! The one thing I think is worth cleaning up is duplicate fields. We have several text fields that are called "additional comments" or "additional notes" and there's really no need to have more than one field that serves the same purpose. Kirsten Heikkin...

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  • Hey Patricia, If you select the check box next to the request while in the project, and then select More, then Copy to, you can copy the request to a new project. Kirsten Heikkinen

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  • In the project/template settings, are you scheduling from the completion date? You can try switching that setting to start date instead and see if that gets you where you need to be! Kirsten Heikkinen

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  •  in Workfront Ideas 10/16/19
    When searching in Workfront, on the Community site, or on the Experience site/Idea Exchange, you should be able to use quotation marks around words that must be in the title/description of objects you're searching.For example, I should be able to type the following:"language" different in 2 differen...

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  • Hey Kevin, To your first point - have you tried creating one custom form that exists just to hold deactivated fields instead of making a deactivated section on each custom form? There's some information about managing custom forms here , but it honestly looks like a lot of work. I don't really have ...

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