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VictoriaLinn
VictoriaLinn
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  • Hi @MattWindsor - They have the ability to view tasks in a project, just aren't able to edit / work on tasks.  Sometimes what I find helpful is creating test users in the system, might depend if your instance is on admin console or not, and assigning them the different access levels to see the exper...

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  • Hi @MattWindsor - What is their proof permission profile? I'm thinking they might be a Supervisor which is why they can see the comments from the private stage. 

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  • Yes! You can do this on either a documents or proof approval report type. Below are snippets of the filter to use for proof decision status.  Document: Current Version > Proof DecisionProof Approval (Option 1: Proof Decision is for proof as a whole): Document Version > Proof DecisionProof Approval (...

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  • Ah, so that looks like the Reference Number of the Template. So, to get the Template ID, navigate to the template itself and the ID is the number in the URL of that page. So, the text mode below, just swap out the ID for the template you have and it should work (but also should mention this assumes ...

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  • Ah, gotcha! Does the first project for the program always the same Project Template ID? If so, can add an IF statement for the valueexpression.

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  • Hi @lizpowell - You can use a collection text mode to pull in the project-level details to a program report. Here is more information on collections. This text mode is just the dates:displayname=Project Planned Start Dates listdelimiter=<p> listmethod=nested(projects).lists textmode=true type=iterat...

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  • @lizpowell - I would give the text mode below a try, let me know if it doesn't work!valuefield=project:portfolio:name querysort=project:portfolio:name valueformat=HTML displayname=Portfolio Sub-Family linkedname=project namekey=view.relatedcolumn namekeyargkey.0=project namekeyargkey.1=portfolio:nam...

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  • Adding a note that we figured this out in case anyone else in the future is also in need! More information located here: https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/task-approval-reporting-amp-tips/td-p/643598

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  • Would also recommend upvoting some of the existing dark mode requests (this one has 55+ likes) to help get it prioritized. Agree this is a needed feature!

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  • Hi @Stacey_Robertson - We do this! We use a project and utilize requests in the project (one request/issue per topic). I prefer requests for this instead of tasks because you can also setup a queue in the project and then have the custom form attached already to fill out when you create a new reques...

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