Your process is similar to ours, only flipped: We have the Project Managers manage all routings with the Designer simply providing the PDF to be routed either via email or in the Documents area; but Designers do not themselves start, manage, or participate in PHQ routings. The back-n-forth between d...

We use Christina's trick quite a bit. You can even make the answer to any "hidden" fields mandatory; they will only be mandatory when displaying to the user. For example: QUESTION 1 choices:• Blue• Green Question 1A is currently hidden, but is also mandatory, but only if displayed when Question ...

The approach we're exploring is amongst groups of planners, they often have overlapping reviewers. So our templates would include all possible users for that particular workflow (maybe a dozen) and then planners can remove the reviewers they don't need. It is quicker to remove reviewers than to add ...

This is already available under [select task] » Edit » Assignments. Just be aware that like the task itself, the percentage split is not a hard split: the system will do nothing to stop any assigned party from going over-allocation/budget.

Emails in general seem to fall into to two categories for our users: not enough (e.g., overdue notifications) or confusing (e.g., the email draws attention to one link, but we want them to click on some smaller link on the same email). Wish we had far more control: timing, repeats, layout, wildcards...

It's the simply joys in life... Worked like a charm, thank you!

Is there a way to get, say, a list of users on a team to be separated by carriage returns instead of commas? For example, a list of team members? displayname=linkedname=directlistmethod=nested(users).listsnamekey=teammemberstype=iteratevaluefield=namevalueformat=HTMLviewalias=teammembers

After a few run-ins with the Fort Knox that is document approvals (used accidentally, mind you), I'd like to see this one gain some traction: Project Owner Ability - Approval Overridehttps://one.workfront.com/s/idea/0870z000000XhtYAAS/detail

Schedule when the demand for it dictates! Worst case, I'm hoping you'll make a video of it in case anyone misses out.  If you wait for me to actually be ready to use the info, could be a while; this is not a mandate from my managers, more for personal elucidation, curiosity, and maybe a chance to ...

I've seen the occasional "fancy view" work in Workfront, with colors, boxes, and other HTML-wizardry. WFPro's interfaces are a good example of this. Has anyone every done a tutorial on this kind of work? Or a list of HTML tags that are supported (or not)? Is CSS possible? Tips and tricks? Things to ...