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ChloeRo
ChloeRo
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Re: Is there a way to delete project views that have been shared with others and that others have shared with you system wide. I know I can delete them from my view but I would like to delete views we no longer use as an organization - Workfront 20-10-2021
If you have admin rights, you can go to Setup > Interface > Filters and delete them there (or at the least, bulk update the sharing rights so they aren't visible system wide anymore). Depending on how many filters are in your system, you may need to build and apply filters to your filter list (very meta) to make it easier to find the ones you need to remove.

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Re: Anybody know the text code to list out in a single column all Job Roles assigned to a user in a User report? - Workfront 23-09-2021
Hi Natalie! This should get you what you're looking for: displayname=Role(s)listdelimiter=listmethod=nested(userRoles).liststextmode=truetype=iteratevaluefield=role:namevalueformat=HTML If you want to have the roles in the column separated by line breaks/carriage returns, add to your listdelimiter (ex: listdelimiter=). ----------------------------------- If you want to get really technical, you swap out valuefield for a valueexpression. This would only return the "Other" roles (and not the prim...

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Re: How can I run a report that shows all reports that use a filter of a certain group ID? - Workfront 23-09-2021
Here's a manual way to do it: 1. Create a Report report2. Add a column with the following code: displayname=Filter Definitiontextmode=truevaluefield=filter:definitionvalueformat=HTML 3. Export the report to PDF or Excel and do a CTRL+F search for the group ID (this is only because I find that NWE is having issues showing all matches with CTRL+F)4. Hope that there are only a few reports that show a match Otherwise, you're going to have a lot of cross-referencing to do between the WF and the expor...

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Re: Training materials for onboarding new teammates. - Workfront 23-09-2021
Hi Kellie! A lot of our training documentation has company information, so there's not a whole lot we can share, however we are developing a new approach to training that's more hands on. Most of our users have expressed that they learned the tool best by actually doing work in it, so we are building out a "Training" template. Whenever we get a new user, we'll generate a project for them using the "Onboarding New Hire" template and it will guide them through common actions that they'll need to d...

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Re: Project Task - Change Log - Workfront 22-09-2021
Hi @Leeanne Francis‚ ! You'd probably need to pull a Journal Entry report for this. These reports can produce A LOT of results, so you definitely want to make sure your filters are as specific as possible. If you want to look at all the times that the Planned Completion Date is adjusted, you'd set the filter to Journal Entry >> Field Name Equal plannedCompletion Date. You can accomplish this filter through Standard Mode, but if you prefer Text Mode, here's the code: fieldName=plannedCompletionDa...

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Re: Pull a full list of Reports that are set up for auto-delivery? - Workfront 22-09-2021
Hi Nathan! You should be able to accomplish this by building a "Report" report and setting the filter to Scheduled Report >> Schedule = Is not blank. You can find Scheduled Report >> Schedule within Standard mode, but if you want to do it through Text mode, here's the code: scheduledReportsOM:schedule_Mod=notblank You can add whatever columns you need from there, including the recipients of the report, last sent date, recurrence rule, etc.

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Re: Can you set display rules on reports that are directly linked to display logic in a custom form? - Workfront 21-09-2021
Okay, I think I have Monday brain on a Tuesday. There were a series of issues with my initial formula. Mainly parenthesis like you mentioned, but also quotations. I think this should be it. Training A: IFIN(Department,"Creative","Print Production","Finance","Engagement Strat Med","Required","")Training B: IFIN(Department,"Print Production","Required","")Training C: IFIN(Department,"Creative","Print Production","Finance","Engagement Strat Med","Required","")Training IFIN(Department,"Creative","En...

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Re: Can you set display rules on reports that are directly linked to display logic in a custom form? - Workfront 21-09-2021
Hi! That was totally my fault. It was invalid because I had initially forgotten to add quotations around Required. Try IFIN(Select Department,"IP","Account","RegOps"),"Required","") and see if that works for you.

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Re: Can you set display rules on reports that are directly linked to display logic in a custom form? - Workfront 21-09-2021
Tracy - would it be a possibility to set up calculated fields that can determine if the training is needed, based on their response for "Department"? So you'd have a calculated field for all of the trainings and it would look like this: Training A: IFIN(Department,Creative,Print Production,Finance,Engagement Strat Med),"Required","")Training B: IFIN(Department,Print Production),"Required","")Training C: IFIN(Department,Creative,Print Production,Finance,Engagement Strat Med),"Required","")Trainin...

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Re: Monthly Reporting planned vs actual hours - Workfront 17-09-2021
Hi Heidi! This might work for you. If you use this code in a task report, it will show any tasks that meet the following criteria:The Assigned To primary user is within the team called "Email Team" (you'd need to replace "Email Team" with the name of the team that you want to search for)Actual Completion Date of the task is within the current month (if you need this to be a rolling cutoff of the past 30 days, you could change $$TODAYbm to $$TODAY-30d)Task Status equals Complete (this is to keep ...

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