Hi Ahmed, What a juicy question: thanks for raising it!Our Overlay Custom Data (OCD) solution restricted Custom Data so that users in different Groups see and/or edit only the Parameters they need. Although it has since been retired, you might find the concept interesting, as it validates your requi...
Oooh...that's a cool idea @skyehansen, What if, in addition to having the Custom Data logic "figure out" what Template(s) to add to the Request (or Issue), the Template Picker also considered "Timeline Multiplier" calculated parameter the SysAdmin owns that would also: read the custom data (e.g. if...
Hi Folks, We're working on a new Template Picker solution that would allow end users to fill in certain custom data on a Request (or Issue) that -- upon conversion to a Project (or Task) -- will then compare the selected custom data against a set of Workfront SysAdmin maintained Template Rules and ...
Well spotted @ChrisStephens, Although the DE prefix (“Data Extensions”) used to be optional, it is best practice, and may indeed be required, so I concur. Regards,Doug
Hi @thonewton, I’d suggest you check in Setup > Custom Forms > click the second tab > click the magnifying glass > search for the parameter of interest > click it > compare the label (which should match what you have just provided, as presented to users) against its name (which ‘might differ, and is...
Hi @VGoldman, As a primer about expediting Projects with Tasks that (often) complete ahead of their plan, I invite you to review our As Soon As Impossible post. If you're unable to reorient your processes to use the built-in Projected dates (which are indeed "aware" of such opportunities, and the ...
Hi @JulieHa, When we concluded a few years ago that what you're after was not possible natively within Workfront, it led us to create our Capacity Chart solution, which I invite you to consider. Regards,Doug