@AWoody yes this is possible using the "combination chart" option after clicking on "column". Screenshot below for reference. Add your data points to both the grouping and columns to start and ensure it is all flowing in correctly.Combination Chart
Adding to Surya's reply. Creating a single radio button "yes" and making it required is an excellent solution to act as an attestation.
To expand on the idea you can use Fusion to validate in some cases, ie confirming that document xyz is attached.
Attestation = yesFusion searches request for docume...
Yes! Workload balancer is your friend in this situation for any tasks.In addition, I would check a report for any active projects they own as well as any proofs they own or are an approver on. Unfortunately these two items cannot be revised through the workload balancer.
++ if they were an active...
Hey @sydney_peterson - I just tested with the Access Levels and see that if I provide "view" rights to the "Financial Data" section then the planned benefit will show. Are you able to provide that level of access to the users in question?
Hey @Mikaela-Newell have you jumped into the Proofing interface directly to confirm they are removed there as well? The connection there is not always 100% today (until we get into the new approvals at EOY!)
@MattWindsor I just poked around for this as well and do not see it as an option in the UI, in the API Explorer, or in Fusion. Hopefully someone else can come along and redirect but this may be an improvement that will come with the unified proofing experience at EOY.
Hi @BrittanyGe if you are creating a project straight from the template (not converting from a request) it will always use the template name by default. Two other ways to have a different name:
Convert requests into projects using the template - this will use the name of the request instead of the p...
Hey @MorganHatcher! Actually get it turned on is a bit of a process if you have not already... I made the assumption that Agreement that pops up within the assistant was GenAi Agreement, but that is something you have to fill out separately (outside of Workfront).
I have found it useful though on...