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SamanthaIsin
SamanthaIsin
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Customizing Proof Notifications - Workfront 26-10-2021
Is there any way to change the subject line of the proof notifications in Workfront Proof?

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8

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2

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Re: Best way to ensure all requests are shared with requesters from 2 queues. - Workfront 20-10-2021
Yes! Sharing the queue with them on at least a view access will ensure that they always have access to view the submitted requests.

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10

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0

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0
Re: Is there a way to delete project views that have been shared with others and that others have shared with you system wide. I know I can delete them from my view but I would like to delete views we no longer use as an organization - Workfront 20-10-2021
You can also edit the filters, views, and groupings per layout template if you don't want to delete things (we almost never delete anything...) and just hide them from your system. Only our system admins see all the filters, views, and groupings in the system because our layout templates are so strict.

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16

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0

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0
Display an image instead of a string in a column using Fusion - Workfront Fusion 2.0 20-10-2021
The link below explains how to retrieve an image URL, put it into the object URL, and pull it into a report as a thumbnail. Is there a way to do this using Fusion? It's far too manual to do for hundreds of requests. https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FReports_and_Dashboards%2FReports%2FCustom_View_Filter_Grouping_Samples%2Fview-display-image-in-view.htm&_LANG=enus

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5

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0

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Display an image instead of a string in a column using Fusion - Workfront 20-10-2021
The link below explains how to retrieve an image URL, put it into the object URL, and pull it into a report as a thumbnail. Is there a way to do this using Fusion? It's far too manual to do for hundreds of requests. https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FReports_and_Dashboards%2FReports%2FCustom_View_Filter_Grouping_Samples%2Fview-display-image-in-view.htm&_LANG=enus

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7

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0

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0
Re: How do I pull a retroactive report to see how many projects were still open at the end of each quarter? - Workfront 20-10-2021
I've been working on an answer for this for awhile and the only way I've figured out how to achieve this is to utilize baselines. However, if you didn't have baselines set up when you want to pull your data (EX: 2019) then you can't pull the data. The best practice is to start using baselines now. I personally have been trying to figure out how to utilize Fusion to generate weekly, monthly, and quarterly baselines automatically. Haven't gotten it yet, but working on it!

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8

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0

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Re: Bulk Edit Proof Role / Email Alerts - Workfront 13-10-2021
I so wish there was, but I have never been able to find one in the community and even with pleas to support. I've always been told there is no way. Throw on your favorite Netflix show and start clicking - at least that's what I did!

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23

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1

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Re: Document added to Request after conversion to Project - Workfront 13-10-2021
If it's not happening often you can use the move tool and just move the document from the request to the converted project. https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FDocuments%2FManaging_Documents%2Fmove-documents.html&_LANG=enus

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24

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0

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Re: Is there a way to limit who can create, delete or edit a team? - Workfront 08-10-2021
My users definitely don't know the /projects trick. There's bliss in ignorance! But I absolutely agree.

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16

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Re: What are your Workfront best practices? - Workfront 08-10-2021
Our group admins are primarily responsible for their forms and making those adjustments, but they're trained and monitored by our sys admin. We keep a pretty tight grip on all our custom forms and who has access to them.

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55

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1

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0