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NicholeVargas
NicholeVargas
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Re: IF Statement Multiple Field Reference - Workfront 21-10-2019
@Keaton Beyer If I understand your ask correctly, you are looking to have the Hour Owner's Cost Center display if TRUE and Hour Type Description display if FALSE. Should that be the case, you will want to adjust your value expression to the following: valueexpression=IF({hourType}.{description}="Hours associated with a Task", {owner}.{DE:Cost Center} ,{hourType}.{description}) Since owner and Cost Center are two different fields, you would need to separate them with {fieldname}.{fieldname} in yo...

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Re: Image as a Link - Workfront 21-10-2019
@Frank Jaeger If you were to setup this valueexpression as a calculated field, and then attach the custom form to all objects, you can add that field as a column to your report. Then, you will be able to apply conditional formatting via Advanced Options which would allow you to display an icon or sample text, Click Here, for example, rather than showing the entire URL. The article, Linking Tabs from Lists and Reports would be your best bet in terms of step by step instructions for creating that ...

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Re: New Blog Post! Save Time Using Calculated Custom Fields - Workfront 17-10-2019
@Travis Grogan , Currently, user based wildcards ($$USER) cannot be used in calculated custom fields, so I would recommend using a Typeahead field and then having the user enter in their name once the form is added to the object. On the other hand, you can track the date/time in which a custom form was added by following the steps below: Either create a new custom form (project, task, issue, etc.) and or edit an existing one Create a new calculated custom field called Date Custom Form Added . If...

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New Blog Post! Save Time Using Calculated Custom Fields - Workfront 16-10-2019
Save Time Using Calculated Fields to Capture Dates, Details and Data. Do you find yourself scrolling through multiple pages of the update stream just to find the date a particular project status changed? Or do you store information on a portfolio that all tasks within need to reference? Did you know that you can capture these pieces of information in a calculated custom field so that it's easily accessible and can be used in reporting? Click into the full blog post here to view two examples of h...

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New Blog Post! Save Time Using Calculated Custom Fields - Workfront 16-10-2019
Save Time Using Calculated Fields to Capture Dates, Details and Data. Do you find yourself scrolling through multiple pages of the update stream just to find the date a particular project status changed? Or do you store information on a portfolio that all tasks within need to reference? Did you know that you can capture these pieces of information in a calculated custom field so that it's easily accessible and can be used in reporting? Click into the full blog post here to view two examples of h...

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Additional 2019 Administrator Boot Camp! - Workfront 10-10-2019
Administrator Boot Camp Added for December 2019! Due to high demand, we have officially added ONE MORE Administrator Boot Camp in 2019 . This will be held December 10-12 at the Workfront Headquarters here in Lehi, UT. The 3-day training provides new system administrators a strong foundation in Workfront. Session content is designed for administrators who are new to Workfront or new to the administrator role. Register "http://www.cvent.com/d/4hqklc/4W" here or navigate to the Experience Site and ...

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New Blog Post! Basic Text Mode Groupings for Beginners. - Workfront 09-10-2019
Did you know that you can rename a grouping within a report so that it makes more sense to your organization's terminology? Or that you can group the results by a field not listed in the grouping field source list? This week, we continue our focus on basic text mode. Why text mode? Workfront reports can be customized to meet your organization's needs, sometimes going beyond what is available through the report builder by using text mode. Text mode unleashes the full power of Workfront's reportin...

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New Blog Post! Basic Text Mode Groupings for Beginners. - Workfront 09-10-2019
Did you know that you can rename a grouping within a report so that it makes more sense to your organization's terminology? Or that you can group the results by a field not listed in the grouping field source list? This week, we continue our focus on basic text mode. Why text mode? Workfront reports can be customized to meet your organization's needs, sometimes going beyond what is available through the report builder by using text mode. Text mode unleashes the full power of Workfront's reportin...

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Re: Text Mode for Approval Status name - Workfront 03-10-2019
@Catherine Hayes If you are running a Task Report, there will actually be a column within the Report Builder for Task > Approvers and Status and the column will show which stage the approval process is currently in, along with the name of the user awaiting approval. If you are running a different type of report, or are using text mode to create the above screenshot, let me know! Nichole Vargas Workfront

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New Blog Post! Announcing the NEW Reports and Dashboards Resource Page - Workfront 02-10-2019
NEW Reports and Dashboards Resource Page! Designed to save you time by curating content across our resource sites, we're excited to announce our NEW Workfront Reports and Dashboards Resource page. The page features an intro to the basics of Workfront reporting and takes you beyond for more advanced customers. You'll find quick video tutorials, links to on-demand and live training, and popular help articles we use every day with customers. This will be a dedicated and continuously updated resourc...

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