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MichaelPe1
MichaelPe1
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Re: Can I auto collapse the Custom Forms in the Project Details section on a project? - Workfront 26-01-2022
Oh I found it in the top right corner there is a little icon for it.Side question - is there any way to collapse sections within a custom form?Our forms can get very long and when we need to access a section that is toward the bottom of the form we need to scroll quite a bit. It would be great if we can collapse the sections to only see the section headers and only expand the section we are looking for.

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Can I auto collapse the Custom Forms in the Project Details section on a project? - Workfront 26-01-2022
In my search I saw an Innovation Lab idea that stated there is a button to collapse all custom forms but I am unable to locate it. We attach several forms to some projects and it can make the user scroll a lot to get to their desired form. Is there a way to set them to auto collapse?

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Re: Is there a way to report on the number of times a custom form has been used? - Workfront 18-01-2022
This is exactly what I needed. Thank you.

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Is there a way to report on the number of times a custom form has been used? - Workfront 13-01-2022
Looking to find out how many times a specific custom form has been used. Is this possible?

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Re: Call for Votes - Innovation Lab on the ability to edit a Queue Topic on a Project after it is created. - Workfront 10-01-2022
Hi William, this issue is stumping me yet again. A user submits a request and chooses a Topic Group. That topic group determines which report on a dashboard the request goes to and who gets alerted etc. They chose the wrong one but I can't seem to find a way to correct the topic group so that is shows up on the correct report etc. It's an issue report and it filters to queueTopic:parentTopicGroupID= which is working correctly. I tried to add a column to display the Topic group but the only optio...

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Re: “How to Migrate from Sandbox to Prod” Workshop - Workfront 10-01-2022
I'm interested. I test everything in Sandbox first. I create custom forms, project templates with Queue Topics topic groups etc. If I make changes to an existing process I test there first to make sure it doesn't have an adverse effect on anything else that I didn't think of. I find myself having to take notes of every change I make so that I can recreate it exactly in production if the test/demo gets approved. I was unaware there was any way to transfer between the environments. Does this only ...

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Re: Can I filter or group a task report by the assigned user's team. (not home team) OR Can I filter a Grouping to exclude users not within a Team specified? - Workfront 06-01-2022
Thank You,I tried this but it isn't pulling the info I need. I need the report to display any tasks assigned to any member of that team not assigned to that team. I added myself to the team, assigned a task to me but that task is not displaying on the report. I will keep trying different things to get it to work. I could probably list all the team members names but then when a user gets added it would not reflect them so I am trying to get it to base off of that team instead.

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Can I filter or group a task report by the assigned user's team. (not home team) OR Can I filter a Grouping to exclude users not within a Team specified? - Workfront 05-01-2022
I have a task report that is pulling all of the task for a Team grouped by project. We have sub-teams that we are trying to sort by but the only options in the reporting are Home Team. So if I have members that are all part of the Fruit Team- (home team).This report is pulling all tasks for those members.But I want to either group by specific teams ex Banana, Apple, Pear etc. I did not see a way to group so we thought we would simply make separate reports for each fruit BUT I don't see a way to ...

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UPVOTE Innovation Lab Idea to retain your place in a timeline when making updates to tasks. - Workfront 04-01-2022
When working in a project timeline, if we open the task to edit its information, once complete it brings you back to the beginning of the timeline. This can get very time-consuming when working in projects with long-list of tasks. It causes us to then search for the task we were working on in the timeline in order to continue. When updating a timeline that requires many changes this is a huge nuisance. If you inline edit a task or open it but make no changes it will leave you right at the locati...

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Re: Can you post replies to tagged comments in a proof before your proof stage begins? - Workfront 23-12-2021
Hi Michael, in my experience if someone who is already in a workflow stage is tagged in an earlier stage and they try to access it they will get a "stage not started" at the top and are unable to comment. The only way for them to comment would be for you to manually activate their stage. As of right now a user can only be included in one stage of a proof workflow. But I was told with the Proof updates Workfront is working on that they plan to make it possible to add the same person to more than ...

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