Is it possible (or beneficial) to work around this somehow by using the configuration filters (advanced filters in the following link: https://experienceleague.adobe.com/en/docs/workfront/using/agile/agile-planning-boards/add-intake-column-to-board ) or do the users have a need to see the parent tas...

this worked for me, but I'm not clear in what you mean when you say "I'm having issues". What behavior are you seeing? Since it worked for me, I wonder if it's just the case of you having forgotten to toggle one of the checkboxes on the calculated field (the one about "apply to existing calculations...

it should be link.url (all lower case)

I just tested both in my instance and both work. I even added a question mark to the field name (which normally I do not do), and that also failed to trip it up.   IF({DE:SYS User Type?}="Test User","not ok","") IF({DE:SYS User Type?}="Test User","not ok")   I'd have to ask what you mean by "it d...

I'm not clear on why you need to do this, and whether or not your CS agents are also in Workfront, but yes, in theory although it's not good practice to add a user under a generic name it's something that can be done. Additionally your CS agents should at least have "contribute" access to the projec...

https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/calculated-custom-data/calculated-data-expressions   have you tried using IFIN?

This is getting a bit complicated since you wish to change the primary contact after the request is submitted. (it means you need to set the calculated field in stone much later in the process)   If the only thing you want, is to get it on the report, you should just use your text mode in your view....

Has the user deleted her browser cache and cookies recently? Is anyone else experiencing this problem? Were you logged in as her when you did your troubleshooting?

Have you thought about throwing an ISBLANK expression in there, somehow? It would work similar to this: https://experienceleaguecommunities.adobe.com/t5/workfront-questions/carrying-over-request-calculated-field-values-to-converted/m-p/747657

Have you tried either of these two reports?  https://experienceleague.adobe.com/en/docs/workfront/using/review-and-approve-work/ttt-approvals/view-number-of-decisions-for-users