This is how we decided to do it out of the gate 5 years ago. The intake form just kept getting bigger and bigger and more complex with calculated fields and display logic. Our users have been complaining about having to fill out "too many fields" like forever. So now, we're trying to take a step bac...

Hello! We currently have one very long, very complex intake form that we're in the process of reevaluating. I've heard that if there is not a need to report on specific fields/data collected, it really doesn't belong in Workfront. I'm hoping to hear about some best practices and use cases regarding ...

Hi Randy, your response in this string is super helpful. I'm wondering if you could expand a bit on #3 - Avoid multi-part questions; "yes, no, other. Then a second field for the "other". We have a TON of these "other" fields in our intake form.1. What is your reasoning behind not using them?2. What ...

Is there a way to create a report at the user level that would show which queues, reports, dashboards, etc., an individual has access to? I know I can look at the sharing on the queue, report/dashboard, but we're trying to create a "persona" report showing how different types of users have access to...

Hi all - I'm trying to find a way to have the Portfolio field on a project automatically populate based on a field (Portfolio, typeahead) from the issue/request. Currently, we have requesters choosing the Portfolio, then at project conversion, our planners are manually populating the Portfolio field...

I've built a very simple fusion scenario which allows a user with a request/review license to upload a document and attach a custom form which then triggers the creation of a proof. Works like a charm ... EXCEPT ... the document owner needs to be assigned as a Reviewer & Approver on the proof and th...

Ok, this is absolutely AMAZING! Thank you so much for sharing. I still don't have the hang of using EXISTS, so these snippets will really come in handy!

Oh wow. So simple, but I'm so glad I asked. Thank you @skyehansen!

I'm trying to clean up our HUGE list of templates and would like to see the last date they were used. This doesn't appear to be an option in a template report. Any help would be greatly appreciated! Thank you!

Ok, this is driving me crazy. It seems so simple, but for some reason it isn't working.I need to add a column to a project report that adds 5 days to the Last Update date to indicate when a project can be closed. Here is my calculation: displayname=Close bylinkedname=directtextmode=truevalueexpressi...