Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

ChloeRo
ChloeRo
Offline

Badges

Badges
0

Accepted Solutions

Accepted Solutions
16

Likes Received

Likes Received
20

Posts

Posts
49

Discussions

Discussions
2

Questions

Questions
47

Ideas

Ideas
2

Blog Posts

Blog Posts
0
Top badges earned by ChloeRo
Customize the badges you want to showcase on your profile
Re: How to get only projects in which the viewer is assigned a task on a task report. - Workfront 07-12-2021
Just because I am a glutton for punishment curious, I tried to make the EXIST filters that Doug alluded to. I think I have it down, but just be warned, the report was taking a while to load. I'm not super confident in building EXIST filters, so there's a good chance that this is clunkier than it needs to be. If Project Users does the trick for you, I'd recommend just sticking with that, solely so you can use Standard Mode (you can't use Standard Mode with EXIST filters - and if you toggle back a...

Views

22

Likes

0

Replies

2
Re: Now that we have been using WF for a number of years, we would like to send a survey to our users. I am curious. Has anyone has done a survey before have any specific questions that you found helpful in seeking information from users? - Workfront 07-12-2021
We recently rolled out a survey to our users and had about a 19% response rate. I posted about it in the community a few weeks ago and provided screenshots of the questions that we asked our team members:https://one.workfront.com/s/question/0D54X000073pyZUSAY/has-anyone-conducted-internal-surveys-to-gauge-user-experience-with-workfront I will say, one thing that I regret not doing for our particular use case is emphasizing that we wanted their feedback on the tool itself, not the processes that ...

Views

11

Likes

0

Replies

1
Re: I am working on a Project Report that displays the current tasks being worked on in a column but I need to exclude certain task names. I am working in text mode. Is this possible? - Workfront 07-12-2021
Yup, that's possible. For example, f the task will contain the text "Oversight Task", then you can just add that into the existing formula CONTAINS("Oversight Task",{name}). If you need a separate keyword, I'd recommend building it as an "OR" (in a valueexpression, you can build an "OR" statement with a double pipe (||)). So if I wanted to exclude tasks that contained "Oversight" or "Sample Text", the formula would look like this: valueexpression=IF(CONTAINS("Oversight",{name})||CONTAINS("Sample...

Views

20

Like

1

Replies

2
Re: I am working on a Project Report that displays the current tasks being worked on in a column but I need to exclude certain task names. I am working in text mode. Is this possible? - Workfront 07-12-2021
Hi Laura! This valueexpression should work to exclude tasks with the name "Oversight": valueexpression=IF(CONTAINS("Oversight",{name}),"",IF({numberOfChildren}=0,IF({canStart},IF(CONTAINS("CPL",{status}),"",CONCAT({name}," ")))) ----------- I did just want to mention - the code you provided (and that I copied into my response) is going to show you more than just the "Current" tasks - it's going to show you anything that has is Can Start = True and in a status other than "CPL". So if you use stat...

Views

20

Likes

0

Replies

1
Re: How to get only projects in which the viewer is assigned a task on a task report. - Workfront 07-12-2021
You could consider adding the filter for Project Users >> User ID equals $$USER.ID. The only caveat is that if they're assigned to Task D, but not A, B, or C, that project will still show up on their report because they're technically users on the project, just not on the specific tasks you're looking for. Adding the Project Users filter would probably help limit your results, but depending on your workflows, it might not completely solve the problem. Not sure if there's any other solution thoug...

Views

22

Likes

0

Replies

1
Re: Report that parses checkbox selections - Workfront 03-12-2021
Lyndsy - are you looking for something that just counts the # of options that were selected? If so, you could use this: IF(ISBLANK(Field Name),"0",LEN(Field Name)-LEN(REPLACE(STRING(Field Name),", ","x"))+1) Just a heads up - this formula wouldn't work if your checkbox options contain a comma. I have a feeling that this probably isn't what you were looking for, but just in case anyone else is stumbling around looking for a way to get the field count, it might help.

Views

43

Likes

0

Replies

0
Re: Set default view on the Tasks screen? - Workfront 02-12-2021
Hi Tony! Default views can be set through the layout templates. Here's how to do it: -----------------------Go to Setup >> Interface >> Layout Templates Open the layout template that you want to adjustClick on the dropdown for "Customize what users see" >> Select "Lists"On the right, click on the dropdown for "Select a list to customize" >> Select "Tasks"Find the View that needs to be the default and click "Set as default"Repeat these steps on each layout template that needs to be updated.------...

Views

24

Likes

0

Replies

1
Re: Filter report based on marking my part done on a task - Workfront 29-11-2021
Hi all! I came across this post last week because I was looking for the same solution that Nick was. I think I just figured out how to use a task report but filter out anything that the specific user had already marked as "Done with My Part". I took my existing task report filters, then added a chunk of EXISTS code. Here's what I came up with: --------------EXISTS:a:$$EXISTSMOD=EXISTSEXISTS:a:$$OBJCODE=ASSGNEXISTS:a:assignedToID=$$USER.IDEXISTS:a:assignedToID_Mod=inEXISTS:a:status=AA ADEXISTS:a:...

Views

40

Likes

0

Replies

0
Re: Having trouble with combining AND and OR statements in a report. - Workfront 18-11-2021
Honestly, I always have the hardest time with "AND:1" filters when I have a "OR" filters in the report. It always disregards the "OR" filters that I build or it does some weird combination of the filters.. I don't know if it's user error or what, but I eventually gave up trying. That said, I think this MIGHT work. I essentially re-defined your "OR:1" as "OR:2", and then prefixed your first set of filters with "OR:1", including the line for "AND:1", so now it reads "OR:1:AND:1". OR:1:DE:Freelance...

Views

14

Likes

0

Replies

1
Re: I currently have a report which tells me all current active projects for designers at a glance. I wanted to add a column on my report that shows the current task within the project. I can't seem to figure this out. Has anyone successfully done this? - Workfront 15-11-2021
Anthony/Doug, funny enough we actually had that exact use case for our designers at one point. Megan - this was the value expression we used, which is identical to Anthony's formula + Doug's suggestion, except instead of nesting in another IF statement, we added in an "and" condition (syntax is just "&&"). I try to use "and" (&&) and "or" (||) conditions whenever possible instead of nested IF statements because they (usually) help keep the formula shorter and easier to read (plus less chance of ...

Views

27

Like

1

Replies

0