Robin, make sure you've selected the right reference object type (Program) for your typeahead field. We have something very similar where we have a typeahead field that pulls programs (we call em campaigns) for a specific group. Below is the textmode we use for the filter to make it happen. We a...
Justin, the API does not offer collection fields for the proof fields in Workfront. Typically, the collections fields are how we could iterate a list of objects in a report. As example, tasks have collections field and you can build a report field that lists all the open tasks on a project if you ...
Jonny, for your second question, this type of logic isn't possible with proofing, even with Fusion. I think to do what you want you would need to create two separate teams (at least in WF) for the team you want different users to approve from, like a Team A and Team B. I would create a task in the...
DawnmarieD, a lot packed in here. I'm not sure I'm understanding it all but I think I have a similar scenario we use. Our Sales folks like to input requests for future client projects as well as stuff that needs to be done somewhat soon. We have a queue that provides a simple intake form, 12 ques...
Aswi, once you download the file, you can add the CSV module to parse the file after the download. In that module you're able to give it the number of columns, if there are headers, etc. That module will parse the data so you can see the individual fields and be able to map then into fields. The ...
ktrivedi, you can use the value parameter in textmode when doing things like shared cols and want to do some coloring, it allows you to apply html tags, like color, but it applies it to the whole field. There is not a way in textmode to section up text for conditional formatting.
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...
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...
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.
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