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LinnieCi
LinnieCi
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Re: Highlight task in report - Workfront 06-08-2020
Hi Michelle and Kyna, The code in my presentation is a little different (it flags tasks as "late" while taking the handoff date into account). But, here is code that should solve Michelle's issue. You can paste it into one of the columns you are comparing. I created most of this using the conditional formatting tools in the report builder, and made a few tweaks in text mode: linkedname=directnamekey=lastUpdateDatequerysort=lastUpdateDaterow.0.styledef.applyallcases=truerow.0.styledef.case.0.comp...

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Re: User Group Follow-up (July 14, 2020) - Creative Agencies & Marketing: Workflow & Process - Workfront 17-07-2020
Hi Maradith! If a single project produces multiple deliverables, we have a way of indicating that in our "Project Retrospective" project custom form. At the end of the project, the Project Manager receives a task that instructs them to fill out this "retrospective" form. One of the questions is "How many deliverables did this project produce?" with option to select up to 5 deliverables. Depending on the number they select, additional "Go to Market Date" custom date fields will appear, which allo...

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Re: User Group Follow-up (July 14, 2020) - Creative Agencies & Marketing: Workflow & Process - Workfront 14-07-2020
As promised, attached is a doc with the resources I referenced in the presentation, including the text mode code for the calculated fields.

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Re: Leap Session Q&A - End-to-End: How to Engineer Efficient Marketing Processes - Workfront 08-07-2020
I do think that these reports can help with adoption and with generating interest in creating new Workfront reports. We track all report/dashboard requests through a queue topic, and have doubled interest in this request type since we started emphasizing the importance of reporting (last year).

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Re: Leap Session Q&A - End-to-End: How to Engineer Efficient Marketing Processes - Workfront 07-07-2020
Thanks Kyna! I have created quite a few reports/dashboards since we started using the calculated field libraries on our projects, tasks and issues. We are constantly adding new calculated fields as needed; right now our Project calculated field library has about 40 fields that we use to either report on KPIs, or get to around some of the limitations in the Workfront object hierarchy. I don't usually create a dashboard per project to report on this information. The dashboards are typically larger...

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Leap Session Q&A - End-to-End: How to Engineer Efficient Marketing Processes - Workfront 07-07-2020
Hello everyone! This is the Q&A thread for my Leap session - End-to-End: How to Engineer Efficient Marketing Processes. This session covers process design, implementation, change management, plus the technical aspects of creating efficient processes in Workfront. I also provide downloadable text mode samples with the presentation. I hope you found the session engaging and informative. If you have any questions, please post them here so we can discuss. Looking forward to connecting!

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Re: Add Approvals to Personal Time Off Calendar - Workfront 09-06-2020
Test comment.

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Option to Automatically Subscribe to Projects I Sponsor - Workfront 07-05-2020
In the user notification settings (under "Information about Projects I Sponsor"), I would like to see an option to "Automatically subscribe to projects I sponsor." Many of our users take the extra step of manually subscribing to each project they sponsor to ensure they do not miss updates. It would be ideal to automate this process by turning on a single setting in their user profile.

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Re: Sorting by results of a valueexpression? - Workfront 04-05-2020
Good to know, thank you for passing that along.

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Re: Sorting by results of a valueexpression? - Workfront 27-04-2020
Hi Tegwyn, sure thing. This is a screenshot from the issue report I'm working on. "Last Update Date" is the column that uses the text mode code I mentioned in my initial post. Seems to work great except for the sorting issue. displayname=Last Update Datetextmode=truevalueexpression=IF(ISBLANK({resolveProject}.{lastUpdateDate}),{lastUpdateDate},{resolveProject}.{lastUpdateDate})valueformat=atDate The Project Team column you see here is also text mode. It shows users on the project team of the iss...

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