Thank you!

Hi Everyone, We have an intake form and for some reason all requests entered on 1/31 didn't show up in any of our dashboards or views until yesterday. I'm just wondering if anyone was aware of any sort of Workfont issue that might have caused this and if so, is it common? This request form is for ul...

Thank you!

Is there a way to create a form field to allow upload from an iPhone's file folder section? We've built a request form for our Sales team to ask for marketing collateral; however, because they're always on the road everyone wanted a way to submit via their company iPhones. The Workfront phone app (d...

I'm somewhat new so I may not be doing this correctly... I'm using two custom forms, a Request Form usable by our sales team to capture the initial project specifics of their request, then a custom Project Form when we convert their request to a project for completion and add additional details. I n...

Thank you for all the help, I really appreciate it!

It's somewhat twofold, but ultimately your first assumption is correct, it is to ID the account for the receiving team. The Account Managers are only supposed to be requesting colleterial for their set accounts, anything beyond this requires a certain level of justification. Our hope was to use the ...

Sorry, I probably didn't explain my intentions well. In a situation where Account Manager A "owns" accounts 1-20, Account Manager B "owns" accounts 21-40, etc... I was hoping there would be a way for the system to recognize the account manager based on their login, and then show them their unique ac...

Hi, Is it possible to route to a specific topic or menu based on the user ID? I have a custom request tool created by someone else and used by our sales team. Each sales person has a set list of accounts and the option of "other". I'd like to edit it so that a unique drop down menu customized to the...

I'm having a strange problem where the status of my request is shifting to canceled when the associated project status changes to complete. I'm assuming the request would normally shift to complete as well; however, I did not set this request form up, so I'm at a loss on why this is happening or how...