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Mylah
Mylah
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Visibility of all personally identifiable information via Search bar typeahead - Workfront 29-05-2020
Can someone please confirm that it is possible for any user to view the profile of any other user and that there's no way to control this? We are introducing new groups of users to the tool, and they have a very limited layout. They don't have access to the People tab, but if any of those users just starts to type a few letters in the Search bar, the suggested values will start to populate with names of other users. From there, anyone can then select the name of and view a person's profile inclu...

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16

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3

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4
How many projects is too many projects? - Workfront 18-09-2019
We just Kickstarted in 2400+ projects for a user group that is migrating to Workfront, bringing our project count from 500 to about 2900. Since then, loading the Projects page seems to have slowed the system down for all users. It varies by the last Filter/Tab selected on the Projects page, but overall, even with a filter that reduces the # of displayed projects to 200, there is still a noticeable difference in how long it takes the page to load. At best, there's a 7 second lag. Is there a pract...

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12

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0

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2
Kickstarts: Adding task dates to Projects with Templates - Workfront 16-08-2019
Hi. I'm trying to do a kickstart as follows: 1) Insert 800 projects on PROJ tab 2) Each project has a Template ID value in the setTemplateID column on the PROJ tab 3) The Template has specific tasks that I want to import the dates as those were in the past;I'm assuming I set these dates on the TASK tab of the Kickstart template When I just test- run the PROJ tab import with no values on the TASK tab of the Kickstart template, it correctly sets up each imported project with the associated Templat...

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11

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0

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1
Re: It's Workfront Wednesday! This week covers sending messages to your users with the Announcement Center! - Workfront 10-07-2019
We too have been using Announcements to share some Workfront Tips & Tricks articles and videos that we've been creating for our users. So far all have been well received. Thanks, M.L. M.L. de la Rosa Genentech

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18

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Reporting: getting filters to persist from Details tab to chart - Workfront 09-07-2019
Hi. We have users who would like to 1) run a report 2) go to Details tab & apply a custom filter we've created for them 3) go to Chart tab and see the chart showing just the filtered data Is this possible? It seems not from our usage. Alternatively, is there a way we could allow them to select a Custom Filter from Filter Prompt before running the report? Requirement/Use case demonstrating the above: We have a custom project field with options A, B, C, D, E. Our Custom Filter "A" omits D & E from...

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6

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Re: Create multiple projects from single Issue/Request - Workfront 09-07-2019
Currently users are limited to just tracing just one project (aka "Resolving Object" back to a Request. If you try to take an issue and create a 2nd request from it, you get a warning message that the original resolving object will be overwritten. This will then make information incomplete in the Request Routing Dashboards and Request Queues and perhaps other places. We would want the flexibility to create multiple projects from one Request and keep a traceable history from the Request tab and r...

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21

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Create multiple projects from single Issue/Request - Workfront 09-07-2019
Users have high-priority need to take a Request that has been converted to a Project (using a specific template) and create a second project (with a different template) out of the original Issue/Request. Users would be able to browse from Request list and see all projects created from original request.

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21

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51

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Re: Adding Countries and Languages to field in Custom Form - Workfront 18-06-2019
I recently had to create nearly identical copies of the same dropdown list, and I too was hoping for a shortcut. Unfortunately there is not yet a copy option. I ended up using a Kickstart import to create the field. Kickstarts take some orienting to get used to, though. Good luck! M.L. de la Rosa Genentech

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10

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Re: How many tabs can you import via Kickstart at a time? - Workfront 20-05-2019
One other question, can I set conditional display logic via Kickstart? Simple example, if I want Field2 to display only if Field1 = "Yes", is there a way to do that somewhere on the Kickstart template for Custom Data? Thanks. M.L. de la Rosa Genentech

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8

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Re: How many tabs can you import via Kickstart at a time? - Workfront 20-05-2019
I'm attaching the Custom Data Kickstart file that I tried to upload - it contains no sensitive info. M.L. de la Rosa Genentech

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8

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0

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