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HeatherLa2
HeatherLa2
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Re: Contest time! In the true spirit of 2020, we're going to celebrate Halloween digitally with a spook-tacular thread. - Workfront 08-10-2020
I'm a day late, but this is my absolute favorite costume of all time. This was 3 years ago when my son was 9. "Get off my lawn!"

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30

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Document Approval Report with Project Status Filter - Workfront 25-09-2020
I've seen a discussion on Proofing reports with a Project status filter, but can't seem to find one that I would use within a Document report. Essentially, we have a Documents pending approval report, but many of the approval requests are showing up on projects that are Complete. Would love to be able to filter so that it is only showing Documents with Pending Approval status, in Projects that are Current, with the approval request to $$USER.ID. Can anyone point me to the text mode where I might...

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19

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3

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2
Re: Adding project custom form information on to a custom Task Tab - Workfront 09-09-2020
Thanks, Anthony - really appreciate your response! I went ahead and created the calculated fields and those worked as I needed. Thank you again!

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13

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Adding project custom form information on to a custom Task Tab - Workfront 08-09-2020
I know I've seen this before! I'm looking to create a report to add to a Task custom section that would include two items from a Project form, specific to that project. Use Case: We currently go through a translation company and have a Fusion integration with that company and WF. The integrations sends back links directly into fields on the Project Form. The users who have tasks after that step need to go into the translation company link to complete their work. Rather than have them go through ...

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13

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2

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3
Any tips or tricks for sharing Calendar reports? - Workfront 17-08-2020
We've just launched our new Global Events Calendar with a lot of excitement. One of the key selling points was the calendar report that now brings in all events from our global offices into one place. However, the information that one can see just from the calendar "card" that pops up is minimal. I know we can create a custom label for what shows in the calendar, but is there a way to populate more onto the card? We have some people who will not have access into Workfront to see all of the custo...

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9

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2

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Re: Calculated field for two custom date fields? - Workfront 07-08-2020
Hi, @Anthony Imgrund‚ and @Skye Hansen‚ - I really appreciate both of you stepping in to help! The CONCAT calculation worked exactly as I needed it to and now I have the calendar up and running just the way our users want to see it. Anthony, I didn't try your calculation, only because the CONCAT that Skye recommended worked. Thank you so much for responding! Have a great weekend!

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22

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Re: Calculated field for two custom date fields? - Workfront 06-08-2020
Thanks for responding, Anthony! A little more context... we have a company-wide Event Calendar request queue. A user submits a request that essentially gets approved and then goes to the calendar, where everyone can see it. The first question is whether it is a digital or a in-person event. If it is a digital event, the date field has the time of day option for the start and end dates. The in-person events don't need the start and end time there. So that's all fine and good when I create my repo...

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22

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Calculated field for two custom date fields? - Workfront 05-08-2020
On a custom form, we have two custom date fields; one for an Event and one for a Digital Event. The digital event includes the time of day, while the event date does not (which is why we need two separate fields). I would like to create a calculated date field bringing in those two dates ("Calendar Date") so I can use the custom date feature on a calendar report. The team wants to see both Events and Digital Events together in one filter option. I thought I could use the "or" expression of || be...

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22

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2

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5
Re: Calendars -- Ability to Add Custom Date Fields - Workfront 26-06-2020
@Jeremy Flores‚ - this feature has been AMAZING for us! Quick question, and maybe you aren't the one who can help me, but when I am putting in the fields for my custom name on the calendar, I'd like it to be named the {issue name} {de:webinar date and time} {de: time zone} - How do I pull in the time along with the date from the custom form Date field which has show Time of Day enabled? Thanks!

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43

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0

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Re: Working on a custom form and needing help configuring a calculated field - Workfront 04-06-2020
Hi, Travis! Do you want this to be on calculated field within the form, or do you want to be able to pull a report that groups the data into Versions and Quantities? Love digging in to these kinds of questions, so let us know and we can help!

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13

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