Along Kurt's recommendation, I have a stock Portfolio-level form that auto completes with the name of the Company it corresponds to when the Portfolio is created. Then a Fusion module watches every new Project created, reviews the Company name on it, and looks up the corresponding Portfolio if the u...

For those having the same knee-jerk response I just had, please let's collectively resist the urge to shoot the messenger on this one. Thank you @Kyna Baker - inactive‚ for giving us each a solution for our orgs, I've filed a support ticket just now - case # 00281227. When you have a chance to shar...

For us, I've put all future plans for customer use of Workfront on permanent hiatus until this is resolved. Spamming my internal users with pop-up ads is bad enough, but I absolutely will not risk a customer being upset by it. At this point I won't even demo it as something coming in the future. Thi...

I haven't explicitly selected an API version, though if I check Advanced Settings to see that info, it seems to indicate it's using API 11? Give that a try and see if it works for you. If not, can you show screenshots of your setup?

Hi Kato, Yes, you can use Fusion to trigger updates to an object's security settings. The two screenshots below show a sample from our environment that trigger the automatic update of the Sharing settings on the Portfolio object to grant Manage to a particular Group. The query string below contains...

Hi Shannon, If a PM in California assigns a task to be due at 5pm PST, the Colorado designer will see it due at 6pm MST on their dashboards. Careful nuance here though - the time-zone in their profile affects only certain things, for others Workfront will use the local/timezone of the browser/system...

I came up with the same solution as Skye, I've got a 'DMD Created' filter that's simply my default. I do wish there were a way to make them truly go away though, maybe in the future those will be more like blueprints where we can install the ones that are relevant to the functionality we use rather ...

I would take a look at your existing reporting, view/filters etc. On the off chance that someone has a setup where it's matching 'show me these results where the custom form name contains', your renaming may result in errors in those reports. For a custom form, that would be an unusual way to filter...

Hi Cathy, What you're describing is definitely possible, and a type of sharing security that Workfront is designed to handle. It will definitely take some careful design at the outset, and may require some rework on how your processes are designed for the Marketing team depending on how they were in...