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MoniqueEvans
MoniqueEvans
Online

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Allow managers to log time for direct reports - Workfront 27-09-2022
Description - My managers cannot log time via the Hours subtab unless granted admin access. I need my managers to be able to log time for their direct reports to ensure we are tracking time to the best of our ability. Why is this feature important to you - I need my managers to be able to log time for their direct reports, especially when sometimes workers are away on shoots. The responsibility is always on the worker but if they are having status meetings and reveal the information why not help...

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30

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2

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1
Re: Work License with Custom Form Edit Access - Workfront 27-09-2022
I have Workers that update project custom forms all the time. You need to grant contribute access and make sure that "edit custom form" is enabled. I personally do this via the template and grant contribute access to the entire team so no matter who works on the project they can do jump in and do the job. You can also do this via the access settings (on the project or the template) that when someone is assigned a task they also get contribute access to the project.

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15

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0

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0
Re: For those trying to clean up their templates, I have some goodies for you. - Workfront 22-09-2022
Thanks Randy. I was "leading the class" with that question as this came up earlier this week in one of the CS@Scale events around templates and wanted to make sure everyone else understood this fully. I appreciate you adding the template task column text mode, I feel this will be really helpful for a lot of folx, myself included!

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48

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0

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0
Re: Copy custom form and automatically copy custom fields? - Workfront 22-09-2022
Yes if you navigate to Setup > Custom Forms when you select a form you'll see the "Copy" button in the navigation. This allows you to make an exact copy of the form along with the fields and logic. It does not make a copy of the field but instead uses the existing field so any field edits will be reflected on all forms that use that field

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36

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0

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0
Re: For those trying to clean up their templates, I have some goodies for you. - Workfront 21-09-2022
This is awesome!!! I haven't tried any of these yet but do you know if these will show templates that are attached second and beyond to a project (if you're doing a modular/add-on process) or only templates used to initially create projects?

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63

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0

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2
Re: A report for shared reports - Workfront 21-09-2022
I just did some digging and could not find how to filter this either. You could create a report with no filter and then run the report as the specific user. This would then show all the reports they have access to. Definitely not the cleanest way to get the info, but it'll work.

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48

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0

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1
Re: Anyone know the text mode for a large thumbnail preview column in a PROOF APPROVAL report? - Workfront 21-09-2022
I think it has something to do with the number of versions. Any proof with just one version renders with no issue but multiple versions result in the broken icon. Have not yet figured out a code update to point to the current document version and preview that

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11

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0

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0
Re: Template Task ID in If Statement Value Expression - Workfront 14-09-2022
I appreciate you and @skyehansen SO MUCH!!! I tried so many combinations between using TTSK, adding dots, moving the curly brackets. Never once did "put the ID in quotes" come to mind. Y'all are truly the best, I was losing my mind trying to think where I went wrong. A million thank yous. Hopefully, someone else can benefit from this one too!

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28

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0

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Re: Anyone know the text mode for a large thumbnail preview column in a PROOF APPROVAL report? - Workfront 13-09-2022
Thanks, Richard this helps! Unfortunately, it only seems to work for select proofs; and I can't figure out the reason.

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25

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0

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Template Task ID in If Statement Value Expression - Workfront 13-09-2022
Me again! I have a project report with a task collection column; however, I need to add an if statement so that I'm only showing tasks with a specific template task ID. I'm not the strongest at writing IF statements so I'm hoping someone can help me out, here's what I have: valueexpression=IF({templateTaskID}=5dd5663500ff47591adfff99283675a2,CONCAT({parent}.{name},'-',{name},' - ',{plannedCompletionDate})) Thanks again @skyehansen for your help on getting the parent name to display!!

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49

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0

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3