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Tracy_Parmeter
Tracy_Parmeter
Online
  • 19-10-2022
    Description - Users with the access level of System Admin should be able to access proofs without being added to the proof workflows under the Workfront Stage. Why is this feature important to you - I work the support channel and often need to access files to troubleshoot. Every time I access a proo...

    Type

    Ideas

    Views

    30

    Likes

    4

    Replies

    1
  • 21-09-2022
    This wouldn't help when converting the requests into projects but if they are creating a project using a template you could train them to open the correct Portfolio/Program first and create the project from within there. That would auto-populate those fields for them.

    Type

    Ideas

    Views

    20

    Likes

    0

    Replies

    0
  • 21-09-2022
    Description - When a user deletes a task they are not alerted if the task has any documents attached. This results in documents getting deleted in error. Why is this feature important to you - We store our documents on the task level for ease of use for all those assigned to the task. If the task ge...

    Type

    Ideas

    Views

    21

    Likes

    0

    Replies

    0
  • 21-09-2022
    I don't think checking out the document would be a solution for us. We use automated proof workflows that may have more than one user reviewing the document at one time. Also when the review is complete we move the proof to the next proofing task which would require a new version be added on top and...

    Type

    Questions

    Views

    23

    Likes

    0

    Replies

    0
  • 20-09-2022
    Is there a way to prevent a task from being deleted when a document lives on that task? We have had several instances lately where the user deleted a task unaware that a document/proof lived on it and it allows them to delete the task along with the document. I tested it and it doesn't give any warn...

    Type

    Questions

    Views

    41

    Like

    1

    Replies

    2
  • 26-08-2022
    If you go to setup > interface > layout templates > choose the layout template > on the left side under "Customize what users see" choose Project > The overview section is listed on the right. You can uncheck some of those fields that you do not wat to see.

    Type

    Questions

    Views

    74

    Likes

    2

    Replies

    0
  • 05-07-2022
    I am creating proof workflow templates for one of our other agencies but when sharing them it is only allowing me to share with our entire company or individual users. Are we not able to share with a group?

    Type

    Questions

    Views

    18

    Like

    1

    Replies

    0
  • 25-05-2022
    It's actually not assigned to the user though, just to a team they are part of. So what I essentially need to accomplish is Task > Team ID = $$USER.teamIDsand Task > Team ID = Team XYZORTask > Team ID = $$USER.teamIDsand Task > Team ID = Team ABC But I can't duplicate the same field within a section...

    Type

    Questions

    Views

    32

    Likes

    0

    Replies

    0
  • 25-05-2022
    I have a task report that is pulling in any tasks assigned to 5 different teams. I want to make it only display the tasks (from these 5 teams) that the viewer also belongs to that team. I was thinking this would involve an Exists statement but the more I stare at the Exist formula I cannot determine...

    Type

    Questions

    Views

    32

    Likes

    0

    Replies

    2
  • 20-04-2022
    If a proof was created without a custom message, can the proof owner go in and add a custom message that will pick up for all of the remaining stages? I know they can message an individual stage but we are wondering if there is a way to add one message that will carry through to all of them.

    Type

    Questions

    Views

    15

    Like

    1

    Replies

    0
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