I thought about using Preview, but the test may last a number of weeks; I thought the test area wipes on a regular basis? Also wasn't sure what happens to notifications and such in Preview (so really, the same problems exist?). Sounds like though it may be a bit more work, it would be safer just to ...

I have a project set-up as a master queue for users to request projects of our group. It has a rather developed/complex decision tree so that requests (issues) are routed to the correct team to help them. It is open to all the users of our instance and now contains hundreds of requests. We're planni...

Because the assigned hours in WF is not a hard limit, we're running into the problem of budget over-runs. We already have a report that shows budgets and highlights red any that are overdue. But the planners want something more like an active email ping. This is also to account for planners who simp...

We currently have a dashboard that lists a worker's assigned active tasks, and it also highlights overdue tasks as red. However, many workers do not use the dashboard and cobble together their own methods to manage their tasks. These methods do not call-out in an active way what is overdue. We have ...

Support was a bust; they've design a product but not considered how it would be used...no SoP, no "expected behavior," nothing. All I have is that Billing Records should be used, but not much beyond that. Problem is, because of how beyond-tedious Bill Records are, we skipped them in favor of export ...

Skye, Another related question: how would I make a column on a project list report that shows the coreAction or accessRules associated with a project? Might help me troubleshoot what value I need to use by examining all active projects under that lens.

Hi Skye, So if I understand what you've done here is that you are using accessRules (didn't even know that existed...took me a while to find it in API Explorer) to pick-out projects that have a certain level of access relative to the current user? "DELETE" didn't seem to work, but I might be able to...

Thanks Dustin! I'm testing this idea with the users.

I have a related question: We've ended-up "stuck" with two reports (Task reports): one for tasks assigned via teams, one for tasks assigned directly. Not ideal, but workable; would be better if they were together in one report. We also have the complication of tasks being multi-assigned (could be as...

Glad I saw this thread. I had developed a process involving the right-click to get the URL and was embarassed during a presentation when it didn't work. Nothing like having the rug pulled out from under you and then thinking you've gone mad and swore it worked a couple days ago! Shame, this was hand...