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melindal3825541
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  • Great idea to upvote: https://support.workfront.com/hc/en-us/community/posts/115006243393-UI-Task-Indentation -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplif...

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  • You want requester >> ID equal $$USER.ID on the proof approval report. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your busines...

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  • Unfortunately there is no internal way to reset system fields to match custom data. This can be done via the API or platform tools like CSConnect from my company or atAppStore tools like excel updater. For a low tech solution you can place the custom data and the system fields adjacent to each other...

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  • Here's the text mode for a column you can use in user reports to show future time off Time Off Column. This shows all time off whose end date isn't less then today: displayname=Time Off listdelimiter= listmethod=nested(reservedTimes).lists textmode=true type=iterate valueexpression=IF(...

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  • Here's an example parameter options kickstart for the US states. I set up stub fields for each parameter with one generic choice like Choice 1. Once these are saved you can get the ID for each parameter by adding the ID column to the Field List view on the second tab of custom forms. ID and display ...

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  • Wonderful to meet everyone! Please feel free to connect with me here and check out my posts in the reporting forum! -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we s...

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  • The Correct Header is ... DE:Field Name So if my custom field is Awesome Field the column header in the 2nd row is DE:Awesome Field For your convenience (NOT!) don't include any special punctuation in the field name and preferably in the field choices. Also make sure all text in any selection field ...

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  • Yet another thing I do in on-object reports. I have a prompted report for each role/team, then you can select all and assign to each grouping. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@...

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  • I've been able to work around this problem by creating a report where they can in-line edit the description, name, etc -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - w...

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  • You can always force your own hierarchy by using notes reports. I've done notes reports based on tasks and separate reports based on updates to documents and placed them together on a project level and task level on-object dashboard. You can then group them by tasks/documents/parent tasks/date/etc -...

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