We don't have anything formally documented, but here's some notes off the top of my head if someone wants to compile them. This could be a good blueprint for Workfront to offer someday maybe? Log in 'as' the departing individual and look for:Calendars/Boards, which cannot be transferred. Depending o...

The first place I'd start looking is the configuration of the Chart to see what field(s) you're actually counting to produce the sum figure. Trying to do a count on a specific field rather than a count on the number of records can sometimes get very similar but confusion results. If you can post a s...

I thought this was a problem with my IT department blocking the notification emails as spam, but now perhaps I'm wrong. I haven't gotten the correct notifications in awhile either, but just got in the habit of checking every morning until I could ask IT for help. When you go to the Team section in t...

Ohh, high volume would definitely make that a pain. Our volume is similar, and I wouldn't want to train my people on that either.  From a functionality standpoint, it would depend on whether Fusion is an available tool for your org. In mine, I'd accomplish the goal that way. Have Fusion watch for a ...

The project's designated condition is continuing to degrade because the project settings for 'Condition Type' are likely set to Progress Status. If you want to be able to fix the Condition of a project in place while it's on-hold you can change that flag to Manual on the project.  If you really want...

If I wanted the low-tech option, I'd create a User report with a filter for 'Entry Date in last 24 hours" and have it email to me every day. Some days it would be blank, but that's the lowest time-cost option for that part. As for assigning default layout templates/companies etc, the answer is "Yes,...

Hi Andy, Yes, that's absolutely possible, though a little trickier. You need to first know the object type of the form you're building (Task), the object type where the field you want to reference exists (Project), and the exact API name of the field on the other object. My very simple example below...

The phrase "conversion type to NMBR" suggests to me that the calculated field you're trying to populate is set as a numeric field, but whatever the source fields you're referencing are not numeric also. Workfront is smart enough to stop you from trying to calculate "2 + banana = ..." and will genera...

While this is not natively supported by Workfront, it is can be done in your browser. Instructions below are the ones I use for Chrome, and an example of what WF looks like once it's enabled.  How to force dark mode on websites that do not support itIf you want to force dark mode for websites that d...

Thanks @LeslieSpier Always interested in sharing scenarios/learnings/best practices.