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KaseyGa
KaseyGa
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Re: Auto-populate Queue Topic/Groups into Custom Form - Workfront 10-06-2021
Thanks so much, I will try this out

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26

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0

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Auto-populate Queue Topic/Groups into Custom Form - Workfront 02-06-2021
Is it possible (perhaps with a calculated field) to pull the information selected at the Queue Topic/Group level in a request form, to the custom form? We don't want people to have to duplicate efforts in filling the information out twice, but would like to be able to report on it at a project and/or request level. Thank you in advance

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26

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0

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7
Convert a request to existing project? - Workfront 21-05-2021
Is there a way to convert a request to an existing project so that the custom form carries over? We have a project that needs to get started prior to a form being filled out. Ideally, the initial project would not have a custom form tied to it, it would just consist of 4-5 tasks that need to be accomplished before the request form would be sent to the 'requestor'. They would then fill it out, PM would convert the request tying it to the existing project they already have created OR somehow attac...

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22

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0

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2
Re: Custom Form / Project Template Report - Workfront 11-05-2021
Thank you so much, this worked perfectly!

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11

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1

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0
Custom Form / Project Template Report - Workfront 11-05-2021
Hi there! I'm trying to create a view or report that will show me which custom forms are tied to each of our project templates (vise versa) and can't seem to figure out a solution. Is this possible?

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11

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3

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5
Re: Display Request/Project Details within Task Details - Workfront 11-05-2021
Thank you Katherine! I will test out the calculated fields option!

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12

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0

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Re: Allow Existing Custom Field Format and Display Type to Be Changed - Workfront 29-04-2021
We are in the same exact situation. We would like to switch over to the new Text Fields with Formatting but do not want to have to create a new field and lose the existing data on our projects.This would be huge!

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9

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0

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Re: User not appearing when trying to assign within Scheduling tool - Workfront 29-04-2021
Hi Kyna, No that doesn't seem to be the issue - we have that turned off

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8

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0

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1
Display Request/Project Details within Task Details - Workfront 26-04-2021
Our current workflow is to intake submissions from a request form > convert to a project (using a template with corresponding project form) so that the Request Details carry over to the Project Details. Our creative team is clicking the link from the email notification of the task they are assigned to, which brings them to the Task level and are finding it annoying to then have to navigate to the Project level to take a look at the Project Details - and are requesting to have those details inclu...

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12

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1

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3
Re: Project Subscription Report - Workfront 21-04-2021
Thank you so much!!! This worked

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19

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0

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0