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Kurt_Jones
Kurt_Jones
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  • Amy, You're not missing anything, the functionality to delegate approvals is in place but projects and tasks aren't there in any of the menus.  I'm not sure if they will be coming in another release.  You can switch to old home when needed to setup delegation for the time-being, not the best experie...

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  • WibkeKu, this is a good question and one worth reporting feedback on with the New Home.  How to find your task, not straight-forward but here goes:   Click the button at bottom to switch out of New Home and back to Old HomeFind the task on you Task List, they are put into a personal project with you...

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  • Nevalee, the primary decision checkbox is not available within the API, thus not available to pull into reporting.  It seems to be a limitation at the moment as there won't be a way to know on the proof report who was the primary.

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  • Sarah, send me an email and I'll send you a report of all my textmode on the report as it does work, but my report likely has different setup than yours, so it might help your review.  kurt.jones@jpmorgan.com  

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  • Sarah, here's the textmode for that particular column: displayname=Approvers and Dateslistdelimiter=<p>listmethod=nested(proofApprovals).liststextmode=truetype=iteratevalueexpression=IF(!ISBLANK({decisionDate}),CONCAT("• ",{approver}.{name}," - ",{decisionDate}),CONCAT("• ",{approver}.{name}))valuef...

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  • In addition to Monique's input, this article may be helpful to give a bit more context between teams and groups, https://experienceleague.adobe.com/docs/workfront/using/teams-groups/work-with-groups-teams/understanding-differences-and-similarities-between-groups-and-teams.html?lang=en

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  • Non-connected there is no way to connect.  IF folks submit via request queue, you can attach the docs to request, and use the pop-out icon on the connected card to go to that request to see any attachments.

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  • Sbhuta, Follow the instructions in the green accepted answer box above that Doug outlined, that process will help install the report into your Workfront domain so you have it.  If you have trouble with that then send me an email and I'll send a doc of instruction. The report I provided above was for...

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  • proofCreationDate should be able to be used as you typically create the proof, its stages, and approvers all at once then when proof is created folks are sent the email that a proof is out there

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  • There isn't a way within the notes field to do this.  What our teams do for making project notes for things such as status or updates is use the description field within the project.  That field can be pulled into a report and is editable so they can edit/update as things happen.  You basically make...

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