Expand my Community achievements bar.

Kurt_Jones
Kurt_Jones
Online
Type
  • All
  • Questions
  • Discussions
  • Ideas
  • Blogs
Filter by user contributions
  • Justin, the calendar side of Workfront is dated but is getting an overhaul that may provide better functionality and features you're looking for, however, its likely to be closer to the end of the year before we see some of those updates.

    Type

    Questions

    Views

    4.8K

    Likes

    4

    Replies

    0
  • Travis, this is the best practice standard and one of the many reasons for having users start projects via templates.  If you have Fusion you could use that to help update some of the information when a request is submitted.  There is a global setting where you can force users to create projects via...

    Type

    Questions

    Views

    987

    Likes

    0

    Replies

    2
  • jinxcjinxc, that is the only option out of the box that is available.  If you have Fusion, you could potentially have it send in-app notes to the user when statuses change on requests but that is the only option for doing in-app on this use case.

    Type

    Questions

    Views

    2.3K

    Likes

    0

    Replies

    10
  • You can update the filters section of my report to be: EXISTS:1:$$OBJCODE=DOCUEXISTS:1:ID=FIELD:documentIDEXISTS:1:project:status=CUR ONHEXISTS:1:project:status_Mod=inisCurrentVersion=trueisCurrentVersion_Mod=eqproofDecision_Mod=notblankproofedByUserID_Mod=notblank This should show only the current ...

    Type

    Questions

    Views

    3.6K

    Likes

    0

    Replies

    5
  • A task is associated with a single project (1:1 relationship) so task A would need to be created in each of Project 1,2,3.  It would be possible with Workfront Fusion to trigger the other tasks and/or documents to complete/upload based on a task completing.  The 1:1 relationship is the limiting fact...

    Type

    Questions

    Views

    916

    Like

    1

    Replies

    2
  • We are onboarding hundreds of new users and as such they explore Workfront.  Many have found the Request button that is on the New Task menu (see below) that lives on the Workfront Home area.  When you use this button it allows you to input a request, assign it to whoever you want and it creates a ...

    Type

    Ideas

    Views

    402

    Likes

    9

    Replies

    2
  • Arnab, the review users still need to have view access to projects (via sharing) for them to see information on the projects.  We use a homeGroup called Reviewers that we input all the reviewer accounts, makes it easier to share when we need to.

    Type

    Questions

    Views

    3.6K

    Likes

    0

    Replies

    8
  • Hi John, if you're using the issue kickstart then typically the pipe |  is the default to separate multiple-select items.  Example, say I have custom field Test Product and it has the following choices, apple, orange, plum, pear.  Say my first issue I chose apple and pear then for a second issue I c...

    Type

    Questions

    Views

    1.1K

    Likes

    0

    Replies

    2
  • Here is textmode for your Project Status column to add to that report that I provided you: valuefield=document:project:statusvalueformat=HTMLname=Project Statustextmode=trueinkedname=documentquerysort=document:projectID

    Type

    Questions

    Views

    3.7K

    Like

    1

    Replies

    11
  • Arnab, based on update from Frank322 above, you should be able to change the filter in my report I provided you to look like the below: EXISTS:1:$$OBJCODE=DOCUEXISTS:1:ID=FIELD:documentIDEXISTS:1:project:status=CUR OHNEXISTS:1:project:status_Mod=inisCurrentVersion=trueisCurrentVersion_Mod=eqproofedB...

    Type

    Questions

    Views

    4.8K

    Like

    1

    Replies

    2
Top badges earned by Kurt_Jones
Customize the badges you want to showcase on your profile