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KatherineLa
KatherineLa
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  • I thought Advanced was broken for awhile too, but I happened to walk away from it at one point while testing and got distracted. When I came back ~15-20min later, it had eventually returned results. It's just incredibly slow when searching things like tasks. (At least in our instance, yours certainl...

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  • I just tested this in one of my queues, and if I set the Queue Details to 0 days, and then remove everything from Duration in the Queue Topic configuration then I do correctly get the expected blank Planned Completion Date on something for that topic.    I'm also slightly miffed I never thought of t...

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  • I have ticket 00438009 open because in our instance the Basic search seems to be reasonable, but once you then sub-filter down to Project/Task etc levels - many of the filter criteria display as their systemIDs rather than human readable names. So I can filter a search to Projects, but if I then wan...

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  • You're on the right track, but your filter says "equals". That will get you a specific single date, not dates matching that and earlier. You'll want that to be 'equal or lesser than' (or less than) for that part of the filter.   The other one I'd be careful about is filtering on "Category" that way....

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  • When you use a kickstart, you are creating new records somewhere in Workfront. It's not just a disconnected Excel sheet hanging out with no context. That can be a set of tasks, issues, projects etc. It uploads to wherever you code it to upload to. If your form is a task-level form, then you could de...

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  • To be fair, I only thought of that eventually because I remembered the late night /I/ spent swearing at it right after the feature went live! Glad you're on the right path now.

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  • When you say 'it's doing nothing' - WHERE is it doing nothing? When you try and test in Preview via the form designer? Or when you actually go to a record with that form/field attached and test there? If you're trying to see it work in Preview, then that's the actual issue. The logic doesn't fire in...

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  • In the example HERE, it shows the equals comparison as a double sign. Have you tried that one yet? I know I have some with '!=' working as expected.      

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  • You're very close I think. Give this edit a try to start. You have to at least give if the 'false' criteria for sure.   IF({DE:Who is creating your communication?}="pods","Pods-based materials cannot be reviewed in this queue.","")   If that still doesn't work, check: 1. Case sensitivity - Is the dr...

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  • I think I almost have my holy-grail of features here. Hoping someone else can close my gap on Scenario Three below to make it perfect.   In my instance, the use-case 'Can we make that field required for only company XYZ?' is incredibly common, and one I've not been able to support without creating e...

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