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HeatherLa2
HeatherLa2
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Reporting Question: Calculated field taking in two different fields for one response (nested IF statements, plus an additional value field) - Workfront 19-05-2020
We have a request to produce one report that shows the following items: Global Campaigns, Global Products, Region A, Region B, Region C Value 1 = Region field with a dropdown of Global, Region A, Region B, Region CValue 2 = Prioritization field that shows what the category they fall under. So the desired end result for the calculated field would be: IF(Region="Global" AND Prioritization="Campaign","Global Campaign",IF(Region = A, "All A","")) Desired result would look like this:GLOBAL CampaignGL...

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Re: Column that provides a Project Name/link based on a different Project ID input into a custom field - Workfront 01-05-2020
You are a genius! This is exactly what we need. Since I already have that global reference number it is super easy to just add that column and data to the report that we are working on. Also, within the report you can simply just type in the reference number and the link to the project is what populates the field. SO EASY! I LOVE this community. Makes my job infinitely easier. Happy Friday!

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Column that provides a Project Name/link based on a different Project ID input into a custom field - Workfront 30-04-2020
Hello! Another reporting question for this brilliant group. We currently create various language projects based on a standard global project. We input the standard global project's reference number in a custom field that is on the language project custom form. We would love to be able to provide a link back to the global project based on that reference number. This would be especially useful within reports and within the portfolio views as a custom column... is this possible? It would even work ...

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Re: Column Rule - Baseline Task Planned Completion and Planned Completion - Workfront 20-04-2020
I followed the steps in the help article and it worked perfectly. Thanks again!

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Re: Column Rule - Baseline Task Planned Completion and Planned Completion - Workfront 20-04-2020
Yes, that's it! I attended LEAP last year with my previous company and unfortunately didn't save out any of the presentation materials before moving over to Poly. Thanks for your quick response!

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Column Rule - Baseline Task Planned Completion and Planned Completion - Workfront 20-04-2020
I KNOW I've seen this somewhere (maybe a presentation at LEAP?) but I thought there is a way to do a Column rule where you could put in something like: When the Task>Planned Completion Date Greater than or Equal to Default Baseline Task >Planned Completion Date, show the field like - whatever you want (date in red, or similar). I thought there was a way to pull in the second data field instead of using a wildcard ($$TODAY) or a specific date. I'm trying to get our team on board with using baseli...

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Re: Easy way to pull data from Program Custom Form field to Project custom form? - Workfront 14-04-2020
THANK YOU!!!!!! I'll miss seeing your presentations at LEAP this year. Your presentations are always so engaging and informative. Hopefully you'll be doing some virtual sessions?

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Easy way to pull data from Program Custom Form field to Project custom form? - Workfront 14-04-2020
For example, we would like to track dates for product launch announcements, but only input the information at the Program level. If we put in a date field in the Program custom form is there a way to create a calculated field on the project form that would pull in that date, and thus automatically update, as the Program level announcement date changes?

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Re: Using Text Mode to create a Task Approval Status Column on a Project Report - Workfront 10-04-2020
This is certainly helpful, but I was really hoping to not have to build out a separate Task Report. My goal is to have an "at a glance" project report for my PMs to show which projects are being held up at the task approvals step. Using the task report did help me confirm the reason why the current task was blank, so I guess that could be the indicator for the PMs to go in and check. Thanks for the insight!

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Using Text Mode to create a Task Approval Status Column on a Project Report - Workfront 09-04-2020
I have created a Project report that shows a text mode column for the current task on a project; however, that field comes up blank for some projects. What I've realized is that it is blank because its predecessor task still has an approval pending on it, even though the task itself has been marked complete. With an enforced predecessor, it is not deemed "ready to start". (is that correct logic to begin with?) Is there a way to show on a Project report if a project has a pending task approval? E...

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