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melindal3825541
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  • I believe that this is in the 18.2 release. -- Melinda Layten, Senior Consultant Work Management Improvement Enterprise Integration CapabilitySource - 2018 Workfront Services Implementation Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysourc...

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  • I just want to put together a list of delimiter choices and drawbacks to make it easier to find. Let's add each option with spaces between each character so they don't get overwritten This is mainly for collections like: Current Task with a filter on name contains Status displayname=Current Task l...

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  • Current Choices A) Use the Reference Number B) Use a custom calculation based on the Reference Number or other data (Such as FY18-(Reference Number-First Number of the Year)) C) Create a manual step to insert a number from another system D) Use an API Call/Workfront Fusion/CapabilitySource Connect t...

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  • I used this: group.0.descriptionkey=source group.0.namekey=source group.0.valuefield=sourceName group.0.valueformat=HTML textmode=true That groups it by the object the thread is on. If you have several threads together on the same object they would be mixed together. You may be able to do a valueexp...

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  • The issue collection isn't currently accessible from the Project/Task. That collection will be available in 18.2 and you can test it now in Preview with the collections text mode listed above. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Services...

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  • I recently had a user want to go one step further and see the notes in the thread in which a user is tagged. So I'm tagged in Note 2, so I want to see that thread of 8 notes. Notes tagged to the current user and the other notes in the thread EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=NTAG EXISTS...

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  • One Liner: I help big companies work smarter, not harder by enabling Digital Transformation. ABOUT CAPABILITY SOURCE CapabilitySource provides custom digital enterprise solutions to transform business operations across areas such as Central Marketing, Local Marketing, Work Management, Process Ma...

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  • Sorry, it looks like we took it down. http://www.screencast.com/t/8dITsIPw -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Services Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com -...

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  • When the note is on the project, it's noteObjCode is Blank which is why you are only seeing tasks and issue is you set the filter as NotBlank. This is for status changes, so new projects still in default statuses won't appear. You may need to look at some other note objects to see if there is other ...

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  • 2 ideas: First create a report and add it to a dashboard that opens on the task when your email deployment team members open their tasks (layouts) That report can capture the project level information directly and put it next to relevant fields that can be filled out in-line. The task report will au...

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