You are looking for a report type called 'Journal Entry'. That will have the old value/new value pairings for common fields like task name, as well as any custom fields your instance has elected to track when their custom forms were built. If you aren't careful with your filters, it can return an ab...

I'd start with exporting and archiving any report that hasn't been viewed in the last 3-6 months that isn't being automatically sent. But after that cleanup -  Build a Report Report (yes, really), with the following columns:NameViewdisplayname=Viewtextmode=truevaluefield=view:definitionvalueformat=H...

When a User account is deactivated, it does not remove them from Team membership and they will still display in the Team Settings window. One of the ways I make that maintenance easier is to append (DA) to the Last Name field when I deactivate a user. Then it's very easy to pick out those accounts a...

This was the way I did it in 2021. In that sample, I happened to be linking to icons available on the vendor's websites. If I wanted to re-do it with a link to an image store in WF, then I'd store the image in Documents (or wherever I needed it) to start. Then the URL that you use to link is obtaine...

For the forms where I need this functionality, I'll typically have an Admin-Only section that contains the real fields that is visible/editable only to an Admin. Then I create calculated fields that display a summary of the data that the Admin has input, so everyone can see the calculation but not a...

This is a key request of mine as well, and the main blocker to expanding use of the external lookup fields further into our forms. Their functionality is awesome, but they need to be a little more plugged in to the rest of WF to fit in workflows.. 

To be fair, most of my text mode starts as '....I think this does what I want??...' when it starts out too! 

I had that create confusion with a team who didn't realize some of them had their alerts set for instant and some set for daily digests. When the people with the instant alerts get the email, only the people who also have the instant alert set will be listed in the distribution list. That led them t...

When you said widget, I realized you're already using the new Home layout. Taking a look there, I don't see the feature at all. It might be one of those silent-deprecation items. In the old Home, this is what it looks like.  

Thanks to everyone for a great session in the chat as well. I learned a ton from the presenter and everyone else!