Jeremy, what are the chances that option 1 "Custom Field Validation" can cover DATE fields as opposed to text entry fields? Or, would that feature include date fields? Date validation is a near-universal want that would benefit just about every customer; whereas text validation would only benefit a...

Can't be done directly on the Update Stream (I believe), but you can create an alternate view of the Update Stream using an embedded dashboard in your Project view, which would contain a Notes report. The notes report can show the parent task. Create a Notes Report. (filter is "Note Text is not blan...

Works for us; but if the general consensus from others is “we would prefer ON by default,” we could work with that too. -WE

I will also take this opportunity to solicit upvotes for an idea submitted to the Innovation Lab this morning: https://one.workfront.com/s/idea/0874X000000sYQRQA2/detail When something is copied (any object type), we want to be able to identify from what object it was copied - both via an entry on t...

Hi Jeremy, I can't find it right now, but years ago I did submit to the idea exchange the option to control this at the user's Access Level. For users with Plan licenses, the Access Level should determine: Can users create projects from scratch? (not from a template)Can users copy projects? (I wou...

Sign me up, Jeremy.

If like me, you would like to edit user's Managers inline in a report, please upvote. https://one.workfront.com/s/idea/0870z000000XiHDAA0/detail?language=en_US Thank you!

Hi Katherine, I recommend a notes report that is filtered by tagged user = $$USER.ID, which you can put in a dashboard. I have a dashboard that I call "My Mentions" and the text mode filter looks like this: entryDate=$$TODAY-30dentryDate_Mod=gtproject:statusEquatesWith=CUR PLNproject:statusEquate...

Thanks Anthony. That didn't quite work as expected (OPTASK did show as REQUEST, but PROJ still displayed as PROJ). But it did confirm that valueexpressions do work on that attribute and I was able to make the below work. Thank you! group.0.displayname=Attached Togroup.0.valueexpression=IF({docObjCod...

The below text mode is meant for viewing a large set of documents in a project and grouping them: A) by what level of the project were they attached (the project itself, or a task, or an issue?) and then B) by the actual object to which the document was attached. group.0.displayname=Att...