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  • I think probably there are a few missing words in the documentation?   For me the way I would think of it is, just as it says, "administrative access" allows the user to be able to edit custom forms. But not any custom forms. Just the ones "in their group". And for me, what "in their group" means, i...

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  • Fusion automation is probably the best approach -- an automation that is set up to prefix each task with the name of the project. The alternatives would be to create reports and views that show project + task names and use this to manage your work; or to create a custom field name on a task that ref...

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  • no, there's not a way to share -- they either have to be in your or you have to be in their instance. The other option would be to make a copy for both instances, and for this it's probably best to use Fusion automations -- but also you need some governance since if you have two copies, work can pro...

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  • custom forms can be added to queue topics and project templates.

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  • I think they have a number of useful recordings. Can you click on the Start Course button at the top of this page and see whether you can use any of them?   https://experienceleague.adobe.com/docs/courses/using/workfront-l-1-2022-1-proof.html?lang=en    (clicking start course will take you to the re...

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  • hi, it's not clear to me how you NORMALLY go about identifying a last task. i.e. For the most part, everything I put into a valueexpression line is more or less something I would be able to do very simply from a task report. So a good rule of thumb for me is first to ask myself, "self, if you were t...

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  • with the amount of formatting you want on this, it's really not possible. Any note aside from the "last note" would be considered a "collection", read this article for limitations of collections reporting including a lack of formatting capability: https://experienceleague.adobe.com/en/docs/workfront...

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  • I can add a document to a connected card. I don’t think you can add it to the imaginary cards though. 

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  • I've done similar refinement exercises in the past but honestly everyone is different. With what you have mentioned above, there's no reason you can't just go with a simple task report showing planned hours, template task planned hours, and actual hours. You can summarize each column to show average...

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  • your understanding needs to be that you are creating a connection TO the project object in order to run searches on it. As such, a lot of your "project" mentions are not applicable. You also have a bit of the wrong syntax (again, look to what would normally show up in a project report if you have AN...

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