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Brandy_Johnson
Brandy_Johnson
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Re: Immediately calculate custom fields - Workfront 10-11-2021
Reading the note, this idea is not on the road map and needs to be upvoted for consideration. Per the note from Workfront, "Both ideas are indeed great and worth a deep dive. However, with this message, I want to provide clarity and set the right expectations. I am marking the "Custom Field Validation" piece as "On Roadmap." I'd encourage you to upvote and follow this idea for updates on the "Instant Calculated Fields.""

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42

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0

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0
Ability to track more than 300 fields for Journal Entry Reports - Workfront 08-09-2021
Currently 300 custom fields can be tracked for use in Journal Entry Reports. The same field does not carry over into different custom forms, so if you need to track the same field in two custom forms, it counts as two fields. We have several groups on our instance of Workfront and have reached the maximum in a very short time. In the financial world, much of our data needs to auditable. It would be helpful to to be able to track a much larger number of fields. Especially for those that have seve...

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43

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15

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3
Re: Immediately calculate custom fields - Workfront 30-08-2021
We have several custom forms that would benefit from this functionality. I am currently working on a form where the user must enter values in several fields that exceed a certain number. I have a calculated field that totals the entries and returns "Check!" if the values do not meet tolerance. However, this can only be seen after the user submits the form. It would be great if the user can see that before they submit. Would save a step of me having to review and kick it back.

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42

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0

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Re: Single-Prompt Dashboards - Workfront 11-08-2021
Any update on this? Customer Support indicated that they didn't see this being planned.

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66

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0

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0
Re: Locking a custom field when issue or task is closed/complete - Workfront 08-01-2021
We need people to be able to view the data, but restrict changes to the data if it has gone thru an approval process or the task/issue is closed.

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22

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1

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0
Re: Locking a custom field when issue or task is closed/complete - Workfront 08-01-2021
I'm not looking to lock the custom form itself. I'm looking to lock the data collected in the form. The situation I have is that I have a custom form that is attached to a request queue. The form collects data related to the request being made. I am looking for a way to lock the data in the form so that the requestor or any other user cannot update or change the data collected in the form once the work item has been closed or approved without going through the approval process gain. Unsharing or...

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22

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3

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0
Locking a custom field when issue or task is closed/complete - Workfront 29-12-2020
Is there a way to lock a custom form so that the form cannot be edited after the issue (or object) it is attached to is closed? I need a way to make sure the data isn't changed after the issue or task is completed. Thanks!

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22

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3

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10
Re: Report all child tasks is user is assigned to one of the child tasks - Workfront 16-03-2020
Thanks for the help, Anthony & Doug! I got it to work by using the following filter: EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=TASK EXISTS:a:assignmentsUsersMM:ID=$$USER.ID EXISTS:a:parentID=FIELD:parentID Brandy Johnson Manulife - John Hancock

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14

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0

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Re: Report all child tasks is user is assigned to one of the child tasks - Workfront 12-03-2020
Hi Anthony. Thank you for your response. I don't think that is quite what I'm looking for. I am looking to pull all child tasks related to a parent task even though the user is assigned to only one of those child tasks. For instance: Parent Task 1 - no assignment child task 1 - assigned to user 1 child task 2 - assigned to user 2 child task 3 - assigned to user 1 and user 2 child task 4 - assigned to user 2 Parent Task 2 - no assignment child task 1 - assigned to user 3 child task 2 - assigned t...

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14

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0

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0