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KatherineSt
KatherineSt
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Linking Issues to Portfolios Via Custom Form Field? - Workfront 15-07-2021
I have one of those use-cases that's incredibly useful and logical, and yet I'm lost for a solution. In my environment, we have 12-15 Request Queues that intake various client-related requests from across the organization, as well as from external customers and vendors. On all of these forms, there is a Typeahead field to the Company object that allows our teams to indicate what Company the request is supporting. These issues live and die within their respective queues and are not converted to p...

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Re: Is there anywhere else to see system updates other than the Updates section? - Workfront 15-07-2021
If you're specifically looking for changes to the users account itself, there's an 'Audit Log' menu at the bottom of the Setup screens that has that information easily filterable. You can say (for example) Log Type: User, then filter to a specific user or specific Action Type (Change, Add, Deactivate) etc. Anthony's report is also an option that has more information available, so it depends on your specific need at that time. Katherine

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Re: notifications from system - Workfront 13-07-2021
Occasionally I've had luck logging in as the user and looking at their notifications that way. Usually I just tell them to forward me the email notification so I can take a look. The two places I've seen alerts cause confusion are the 'Issue Added to a Project I'm On' which can trigger unintentionally when someone winds up added to an active request queue, and similarly if the People tab in a new template isn't cleaned up then sometimes wayward alerts go to people that aren't involved with it at...

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17

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Re: Is there a way to make a column on a report that the info only lives on the report? - Workfront 12-07-2021
Reports within Workfront are simply displaying information that's stored somewhere on one of the WF objects (tasks, projects, issues etc), so I don't think what you're describing would be possible quite that way. That being said, depending on your environment, it is possible to create fields on a custom form that can be limited in visibility. Two options could be a section on a project-level form that's only visible to those with Manage access to the project. If your environment happens to limit...

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Re: Accessing more application connections - Workfront Fusion 2.0 11-07-2021
Hi Brandon, That is the list of apps that were connectable to via Fusion 1.0. You're most likely on 2.0, and the list of built-in connectors for your scenarios is here: https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FWorkfront_Fusion%2FApps_and_their_modules%2F_apps-and-their-modules.htm&_LANG=en That being said, there are also quite a few in that list that don't directly appear in the graphical selection interface even in Fusion 2.0. If you type...

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Re: Is it possible to set an Issue Description as Required field? Or, if you cannot, can you pass a custom field data to the Issue Description? - Workfront 07-07-2021
Hi Mo, There's not a way to make it required that I'm aware of right now. I've successfully back-filled blank fields after submission using Fusion though, in our case to handle completing the 'Assigned To' field if it was left blank. That's the only trick like that up my sleeve though. Katherine

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Re: Can you set up recurring projects? - Workfront 06-07-2021
@Lori Spitz‚ What Matt said here would be the quickest solution. Alternatively you could simply set up the entire year's worth of projects at once and set them all up with the right dates for each month. We do have an case in our world where we can forecast work for the year, but don't want to really build the projects themselves until 2-3 weeks before the work is due. In that case there's one project with a set of tasks for 'Build project' that have all the right dates forecast for the client d...

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Re: Is there any way to change the color of the font in Custom Fields? - Workfront 06-07-2021
Hi Dave, I don't know of a way to change the font color, but in those situations in our instance I've set a Section on the custom form and labeled it 'Reporting fields' with a note that explains that they can be ignored. In use-cases where I needed calculations or fields that shouldn't be visible/updatable by everyone, I've also manipulated the sharing settings for that specific section. You could alter so that it's admin-only visible if the users truly don't need to see it at all for example, o...

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Re: Can you set up recurring projects? - Workfront 06-07-2021
Hi Lori, Can you elaborate on the use-case and what it would help you solve? How would the project reoccur? Katherine

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