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JonathanTh
JonathanTh
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Get Approval From - Workfront 23-12-2019
Hi All We have a manual process that i am looking to automate at the moment. Essentially when we upload a document against a specific task we go to that document and select "Document Details" > "Approvals" then enter the user who originally submittedf the request in the "Get Approval From" box. The area i am struggling with is where to find the "Get Approval From" in Fusion? Thanks Jonathan Thain BT Group

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9

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Embed External Web Page - Workfront 16-12-2019
Hi I was just wondering if it is possible to use the "Embed External Web Page" to actually render a html file that is located on our own Workfront instance? The reason for this is that within our organisation we have a SharePoint site that contains important information that we want users to see before submitting a request into us. We cannot embed this internally hosted page within a dashboard, so i was hoping there would be a way to host a simple html fire in Workfront and have that displayed u...

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10

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2
Average Calculations - Workfront 16-10-2019
Hi All I have a report that displays the average hours (using aggregator.function=AVG) but i have been asked to also provide a Median and Mode. I thought i had seen this was possible but i cannot find what i thought i had read anywhere? Anyone know if it is possible? Thanks Jonathan Thain BT Group

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11

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Re: Risk Object - New Fields required - Workfront 19-09-2019
This is a must for us. We currently also have to use Issues to record our risks on a project risk register as the in-built object is not fit for our purpose. We have calculated fields that generate a RAG status and there is no way to do this unless using a custom form for the issue. This means we cannot use the issue functionality for actual issues which is far from ideal.

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45

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Re: Trending feedback for the new Workfront experience Beta - September 13th 2019 - Workfront Archived Groups 17-09-2019
Hi All Some of the immediate things that are hindering using this is that i went to try and configure the layout templates. I don't have the ability when looking at them in "Setup" to be able to scroll through the list as there appears to be no option to scroll? Similarly we have a report as a tab on each project and when this renders in the project window again there is no ability to scroll down to see everything there? Is this feedback best as a ticket or via the "General Feedback" through the...

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26

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Re: My Pending Task Approvals - Workfront 15-08-2019
Hi Doug Yes that is what i thought that Workfront have produced an incorrect built-in report. My normal procedure with any report (if based on a built-in report) would be to make a copy anyway, then modify the columns etc... to suit my needs. This is what i have done in this case, but i tend to preserve the in-built reports (whether they work correctly or don't) I am aware that i can modify the buit-in report to fix the issue, but i just wanted to make sure it was an issue across all instances s...

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My Pending Task Approvals - Workfront 15-08-2019
Hi All I think i may have come across a bug in the "My Pending Task Approvals" report that is built into Workfront. I was wondering why it wasn't returning any results when a Task Approval was set to a specific "Team" that i am a member of. When looking at the filter it shows the following: This looked odd to me as it hasn't separated the two references to the Team ID's that a user could be a member of. When i looked into the text mode for the above rule i see the following: If i go on to change...

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11

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Re: Multiple Users With Same Name - Workfront 23-07-2019
Hi Skye The main issue we have is that these users with the same name are generally have a request licence and therefore have no roles (and are auto-provisioned using SSO). Within our team it is not so much of an issue as we have clear roles (plus we don't have an users with the same name that have Planner/Work licences), but if we want to set the user who requested the work as an approver of a document/project sponsor/tag them in an update this is where we find the issue. Also due to our setup ...

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Re: Show email addresses of individuals when you hover over their name when directing an Update - Workfront 23-07-2019
I was looking for something like this before posting this as my own idea.We have hundreds of user who just have a request licence, and the issue we find is not knowing which "John Smith" is the one we should be tagging for updates etc.... We can identify them from the Global Search, but when doing an approval/project sponsor etc... we have no means to tell which is which.Maybe even a pop-out people picker would be an option for all user name fields, so at least if we had the name and email addre...

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7

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Multiple Users With Same Name - Workfront 22-07-2019
Hi All We have hundreds of users within our instance, so inevitably we have a few users with the same first/last name. I know it is easy to differentiate between these users by using the global search and hovering over the name, however how can this be done if im looking to assign a project/task etc.... It would be good to have a people picker option where at least the first/last name + email address could be visible in order to make the correct selection. Just wondering if anyone has any other ...

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16

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4