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AnthonyIm
AnthonyIm
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Re: Is there a way to combine drop-down options from multiple custom fields into one column in a report? - Workfront 02-06-2022
Hi - So for the form, definitely build out region and then the different location fields. Then use display logic so the right location drop down shows up. The final step is to create a Calculated field for location that you will use for reporting that combines all of them. So in a sense, you are creating an easy UX for the requester, but then you will also create a way to make it easy for reporting. For my example, I'm doing Region and Countries.. Here are my different Country fields (note: I us...

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Re: Trying to get a customized project report column to display in an issue report - Workfront 20-05-2022
Love it! Had no idea you could do a reference inside a nested collection! Learn something new every day!!! Thank you Sky and Seth!

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Re: Trying to get a customized project report column to display in an issue report - Workfront 20-05-2022
Hi Seth - Unfortunately, you won't be able to convert this to an issue report. Tasks are not a "collection" on the issue object type. [Collections are the many to one relationships an object has] Not sure what your end goal is, but in the past I have kind of "faked" a request report but doing a project report but I just filter it on the Converted Issue Originator where it equal $$USER.ID. So my requesters can see only the projects that were converted from requests they made and I can showcase al...

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Re: Can I pre-attach an approval to a Custom Form/Queue Topic? - Workfront 20-05-2022
Hi Femke - Actually you can attach an approval to a template now! A few releases ago, they allowed you to tie a template to a group. Once it is tied to a specific group, you can then use the approval paths for that group on your template

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Re: Project report showing projects NOT having a milestone task - Workfront 19-05-2022
No problem! So in your example, you are "moving up the hierarchy" to QUED (aka Referencing). So on the OBJCODE QUED, you look at the ID field and that equals queueDefID on the current object For the Milestone information, you are "moving down the hierarchy" to Tasks. So on the OBJCODE TASK, we need a field that is the same as on our current object (Projects). So that is why we have projectID first and say that equals the ID on the project. Hope that makes sense. Below is the cheat sheet that I h...

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Re: Project report showing projects NOT having a milestone task - Workfront 19-05-2022
Sorry Randy!! I just realized you weren't the original poster. HAHAHA! Friday Brain is starting a little early this week.

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Re: Project report showing projects NOT having a milestone task - Workfront 19-05-2022
This would show you all projects (that fit your project filters) that do not have the Go-Live milestone whether the milestone path is attached or not. If you only want ones with the milestone path attached, make sure that is one of your filters before you switch to text mode

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Re: Project report showing projects NOT having a milestone task - Workfront 19-05-2022
Hi - once you get the Milestone ID for Go-Live, you can use the below. Make sure you do all the regular project filters you want first. Then you switch to text mode and paste this underneath everything. EXISTS:1:$$EXISTSMOD=NOTEXISTSEXISTS:1:$$OBJCODE=TASKEXISTS:1:milestoneID=c018bbf4237645cae053a7656a0a9384EXISTS:1:projectID=FIELD:ID *NOTE: Change the bold ID for your milestone ID

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Re: Why Workload Balancer Not Correct for a User? - Workfront 19-05-2022
Hi - I've had this happen to a few clients when implementing. The issue is that your Hours Per Work Day do not match the user's schedule. While your user has a capacity of 22 hours a day, your hours per work day is less than 22. (Don't know the start time of the task so can't let you know for sure what it is set to. Example though... if your schedule is Midnight to 10pm and let's say that your hours per workday is 8 hours... if you had a task that was 2 days duration, the task would start at Mid...

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Re: Can you set Sharing permissions when importing portfolios via Kick-Start? - Workfront 19-05-2022
Hi Nick - I have been asking around and sadly, it doesn't seem possible to include sharing permissions for a portfolio in a kick-start. I am so sorry. Not sure if you want to submit an idea in the Innovation Lab, but if you do, let us know and we can all upvote it.

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