When you use the API directly and don't specify a relatedRecordID it will use the API user as related record.   You can verify this by using Fusion's ReadARecord module: If you select referenceObjID and referenceObjectName it will show your name/ID on those documents you "just" uploaded.    So if yo...

creating new note, same parameters    

Hi @CassieSt You already have great answers from Madalyn and Erika, so I am mostly curious: What is this "Overdue Task report"? I ask because having incomplete tasks in DED projects should be totally fine. That's the truth - the project is cancelled and the tasks remain incomplete. In my mind I'd ra...

@GeraintJo seems to work for me - see below - the only thing I can think of is the missing / to formally close the image tag?      using the CreateRecord module  

FYI this is because documents in program and portfolio are their own collections, independent of project docs.    @Eric_D_Miller maybe you could attach a calculated field to the document (e.g. in a hidden form) that references {task}.{templateTaskID} and filter on the calculated field?   The module ...

All I can think of is to create a calculated field that refers to {workRequired} and use the calc field in the filter. 

Hi @jayciedido sadly there is not. The first form will ALWAYS get expanded.  You can use Layout templates to move the custom forms at top so you don't always have to close "Overview" manually

Hi @EdwardDe2 I pass the sessionID and the customer ID in the URL, then do a lookup in Workfront to validate the session, get its user, and validate the user is part of the customer record (and often, that they are a sysadmin) . Or pass the userID and sessionID and validate the userID belongs to the...

Eric, Yes you'll need the customAPI module. You could upload to Workfront (as well as a new version if you want history)

I read that as OP asked for "not using matrix"  Your report thought gives exactly what OP described, neat!