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AllisonSi
AllisonSi
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Workfront for Salesforce - Workfront 03-03-2020
Hi all, We have custom integration set-up between Salesforce and Workfront and I would like for my sales reps to see the Projects that are created from an Opportunity within the Opportunity. With the standard integration of these two systems, you can see projects created from the standard triggers within the opportunity, but I'm hoping there's a way you can also see projects related to an opportunity if they are created from a custom integration too. Has anyone tried this? Thanks, Allison Sizemo...

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Re: Incorrect Timesheet Approval Manager - Workfront 01-10-2019
Hi Brian, We've had the same issue with one user. We are also stumped as to what is causing it - we wondered if it was the timing of the update and the Timesheet had to cycle through a week, but that didn't seem to be it. Definitely interested to hear if anyone has any other ideas on the cause! Allison Sizemore Advantage | ForbesBooks

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Re: Issues with Viewing WorkFront - Workfront 25-09-2019
Marisol, We've had this happen as well. Our team cleared their browser cache and it fixed the issue. Allison Sizemore Advantage | ForbesBooks

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Re: Help - Adoption for PR Team - Workfront 13-08-2019
Thanks so much for sharing Terry! Can you share more about how you set-up the editorial calendars? We are using templates and request queues, which definitely strikes a good balance between tracking the work we know needs to get done versus more spontaneous work. But, I'm really interested in how you set up the calendars! Thanks again, Allison Sizemore Advantage | ForbesBooks

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Help - Adoption for PR Team - Workfront 07-08-2019
We've just implemented Workfront on the PR side of our marketing services department and they are having a hard time adopting it. We've set them up with some basic templates and structure, but they feel it's too rigid. I was wondering if anyone out there is in a similar industry and could share the value they found in using Workfront so that I could share it with this group as a case study or proof of concepts of sorts. Thanks! Allison Sizemore Advantage | ForbesBooks

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GAAP Revenue Recognition - Workfront 02-07-2019
Does anyone use reports or some set-up in Workfront to help their finance department identify revenue recognition for GAAP? We are looking to take our contract total amounts (tracked elsewhere but mapped to Workfront) and recognize portions of that amount at certain points in process, or after a certain amount of work is put in by the team. Would love to hear if anyone else is doing something similar! Thanks, Allison Sizemore Advantage | ForbesBooks

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Re: Groups on Project Templates? - Workfront 14-05-2019
Thanks Skye, I'm actually trying to assign the Group in the Project Details Overview area. On a Project the field exists there, but not in a Project Template, on the template it seems I can only assign a Company. Allison Sizemore Advantage | ForbesBooks

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Groups on Project Templates? - Workfront 13-05-2019
I'm wondering, why can't I add a Group to a Project template? I'm hoping I'm missing something but seems it's not a field I can select when setting up templates. Our projects are applied to different groups and subgroups, it seems weird to have to manually add that when creating the project from a template. Anyone else have this problem? Thanks! Allison Sizemore Advantage | ForbesBooks

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Re: Help with App Actions in Fusion for Sending a Message - Workfront 09-04-2019
Thank you Melinda , It seems I am on the right track, I've added a card for Create Record - Note. My Flo is working up until that card, I'm getting this error. Any ideas? I've tried a few tweaks, but I'm not really sure what this means, and I can't seem to get past it. Attached a screenshot of the entire Flo. { "message": "com.attask.common.InvalidParameterException: noteObjCode cannot be null", "statusCode": 400, "_error": true, "method": "zeDuM5fPv", "flo": 8939, "execution": "ed0df4b4-1260-47...

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Help with App Actions in Fusion for Sending a Message - Workfront 09-04-2019
Hi everyone, I'm looking for some guidance on how to create an automated notification from Workfront using Fusion. I've created a flo that triggers based on task completion, then I'd like WF to send a notification or message. I'm stuck on what needs to be added to the flo to do that part - has anyone built something similar? Any advice is appreciated. Thanks! Allison Sizemore Advantage | ForbesBooks

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