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Mylah
Mylah
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Do "Custom Reporting Elements" (templates from Community) still exist? - Workfront 22-12-2020
We're on the New Experience, and I'm looking at the Workfront Classic resource for Advanced Reporting: https://cdn.experience.workfront.com/Training/Guides/Workfront+Classic/Advanced+Reporting.pdf It references a resource on page 53: The link still directs to 'attask', so obviously, it's old. I'm wondering though if these templates are still published anywhere by Workfront. They're not coming up under searches for "Custom Report Elements" or "Custom Reporting Templates" and other variations. If ...

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Re: Can a manager be notified about and shared a Task assigned to a direct report automatically? - Workfront 11-11-2020
Thanks all. We'll look into the alerts mentioned by Katherine and auto reminders mentioned by Richard. Best,Mylah

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Text Mode snippet for resolving HomeTeamID column to Home Team > Team Name in Report View - Workfront 11-11-2020
Hello - Could someone please guide me in converting a column that currently looks up Owner: Home Team ID so that the value it displays the name of the home team rather than the ID? Owner Home Team ID is a natural field for Views but not the name of that Home team. I've tried searching the Advanced Reporting documentation and references in the API Explorer and am not sure there is a relationship that can be established, but tbh I'm still wrapping my head around how to work in Text mode. Naively, ...

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Can a manager be notified about and shared a Task assigned to a direct report automatically? - Workfront 09-11-2020
We have one team where the manager is asking to be notified whenever a new task is assigned to someone who reports to him. The manager does not get assigned work, but wants the notification and visibility. The Project Owners are reluctant to change their templates for those Template Tasks to automatically share with the manager, nor do they want to change their process to share/notify on an individual basis. The manager does not want his name in the assignments field. I can't find any notificati...

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Re: Report View: Display Typeahead Text Field as Column using Text Mode - Workfront 24-10-2020
Hi, Thanks, Skye. I found it. I had been trying to limit the list by typing "Owner" in the project field name (as in screenshot), and it wasn't among the options presented,. However, just scrolling down to the bottom of the list, I found it. @Erec Cano‚ we can cancel our meeting early next week & I'll mark the case resolved. Thx, all!

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Re: Report View: Display Typeahead Text Field as Column using Text Mode - Workfront 23-10-2020
However, in our instance, when I try to create a new project report, my field still does not show up anywhere in another section (unlike Sarah's screenshot.) Please see this screenshot. Our field is called "TG Individual Owner" and, comparing it to Sarah's screenshot, I would have expected to see it appear after "TG Group Owner". I couldn't find any expandable section in the list that allowed me to choose between ID and Name for that object. Hmmm. I hope I'm missing something obvious here. I'll ...

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Re: Report View: Display Typeahead Text Field as Column using Text Mode - Workfront 23-10-2020
Thanks so much. Sarah's solution worked beautifully. Best,Mylah

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Report View: Display Typeahead Text Field as Column using Text Mode - Workfront 22-10-2020
Hello - There doesn't appear to be native support for setting Typeahead fields as columns in report view. I have pointed the column to the values I want in text mode, however, I'm getting the whole object when I run the report. In this case, I want a USER object typeahead field to show me the name of the user. In text mode for the view, so far, I have: displayname=Ownertextmode=truevaluefield=XYownervalueformat=customDataLabelsAsString When I run the report as is, the value that shows in the col...

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Re: Project Report with column for ID of Request the Project resolved - Workfront 21-10-2020
Thanks, Narayana. That worked, and is an excellent resource. This isn't the first time I've employed some snippets of your code. Thank you for all your contributions. Best,Mylah

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