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VictoriaLinn
VictoriaLinn
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  • Hi @cma1 - I added some text mode starting points below, hope this helps! Project Level Report**Disclaimer: The below text mode assumes the name of the task is "Go Live" and doesn't include a contains statement. I don't know from this documentation if a contains is possible on an IF statement, but m...

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  • Hi @stan255 - You would likely be able to input their name into the task, but if they have the "External User" license type it will throw a warning (exclamation symbol) that they do not have sufficient access. The "External User" license type only allows for them to look at documents, they won't hav...

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  • Hi @MarianaRi - You are able to convert a request into multiple projects with a few caveats. First, if you have it setup to delete the related request upon conversion, then there will be no request to go back to in order to spin a second project. Second, when you convert a request to a project and t...

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  • Hi @ElliotLeson - Is it reverting back to the previous number? If so, I've had similar issues before (granted in other parts of the system) and it was because the user didn't have the correct permissions to edit the object (but it looked like they could, changes were able to be made, it just didn't ...

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  • Hi @Katie-C - The below text mode should work, let me know if not! displayname=Project Description shortview=true textmode=true valuefield=documentVersion:document:project:description valueformat=HTML

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  • Hi @DariaH4 - All reports and dashboards will show to System Admins in the system but will need to be shared to those in the system with other access levels by company, group, team, individual, etc. or you can also set it to be viewable system-wide. Hope this helps!

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  • Hi @EMTFS - Unfortunately, Workfront doesn't allow for reverting back to an older version - would be a great feature though! One tip here, sometimes if I make a mistake I can quickly press CTRL + Z to do undo an action. It only works in that moment though, but wanted to pass it along for the future.

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  • Hi @LB103 - What about a user report for this? You could be User Report > Filters > User is Active = False. I have a report that also shows deactivated users in the last month (so that the list isn't too long), text mode for it below. actualDeactivationDate=$$TODAYbm actualDeactivationDate_Mod=betwe...

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  • Hi @Deleted Account - I would give the text modes below a try! displayname=Project Status enumclass=com.attask.common.constants.ProjectStatusEnum enumtype=PROJ linkedname=direct namekey=status querysort=status textmode=true type=enum valuefield=documentVersion:document:project:status valueformat=val...

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  • Hi @Dusty_H - I think you would have to do an IF calculation in this case to mirror an Excel VLOOKUP. You need that additional layer of the IF statement to tell the system the criteria to populate the pricing information. The CONCAT formula isn't smart enough to know and is just the combination of d...

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