Thank you, and glad we were able to help! The reporting tools can be a little hard to use until you get a solid grasp on the data architecture for sure. You'll get there, and hopefully with some guidance here and not frustrated hair-pulling. I about lost my tiny mind before I figured out Category/Ca...

If you want to restore the deleted tasks, there is a Recycle Bin in Setup that will let you put them back where they were before. I get requests for that from my team pretty regularly. Katherine

Hi Skye, Interesting build, I hadn't notice the primary part playing a role in my test but you are correct. The main place I'd run into the singular/plural quirk was in projects/tasks with a particular custom form attached. Category vs Categories will get wildly different results in many reports for...

Hi John, I see the overall challenge, it's just a rather odd one. If he couldn't see Portfolio/Programs, then I'd look at it as a security issue with those portfolios/programs themselves, but you're also showing that he can't see Company either. There just aren't that many settings that can DO that...

Hi Laurence, If you're wanting to filter a report to show only the users that have that specific role as one of theirs, then a simple filter would do it. No need to get into the API. There's a quirk though, when you're filtering on any field where there can be multiple possible values assigned, you...

Hi John, Yes, they should absolutely be able to assign those fields. I'm routinely chasing mine for forgetting them.  There are a handful of places that something could be changed to result in what you're seeing though, here's a few places to check: Access levels - is this user the ONLY Planner una...

I'm not sure about 'easy' workarounds, but we have similar situations in our environment. The data needs to be recorded at the Project level for one reason or another, but also on the Task for simplicity sake. In those situations, we started using calculated fields on the Task level forms to referen...

Hi Rich, For that you'd want to start with a Document based report, then add a Grouping by Project name. Flip from the Detail to the Summary page and you'll have your counts. Filter for documents uploaded during the time your API got opinionated and you should get a solid list to go fix. Sympathy o...

Like most companies, we have a number of external systems that contain information about our customers/products. In my case, Dropbox, Salesforce and Confluence. I needed a way to make it easy for teams to find the right information in those platforms without hunting around. Because I'm me, it also n...

It can be done but only by using text-mode to assist. This will get you a general overview: https://one.workfront.com/s/document-item?bundleId=workfront-classic&topicId=Content%2FReports_and_Dashboards%2FReports%2FText_Mode%2Funderstand-common-uses-text-mode.html&_LANG=en The chart on this page I b...