It depends on what kind of report you are making. It looks like a Task report. If so, everything you've listed can be done out of the box. If this task report is meant only for parent tasks as mentioned in the earlier thread, you can include "Task >> Parent ID = is blank" in your filter rule.

I am presuming that your goal is to pull in all assignees of the task or request from which the assignment was created, and not just the assignment assignee? (e.g. if three users are assigned to one task, that generates three assignment records with one assignee each) The assignment-specific assigne...

Adding inline search to the New Request pill was a big improvement, but agree that it doesn't address the challenges shared above. We ended up creating a "Request Directory" custom section in our Requests landing page, so users can scroll the various queues, groups, or topics along with relevant des...

I raised this question back in 2018 (almost to the day! - five years has really flown by...)The same question was raised again in 2022 by another user, and at that time a workaround was identified to enable line breaks in calculated fields.I'm linking to that newer thread from here for any users who...

Nice work, Ross!(don't forget to mark your own answer correct so you get the credit )

Not sure if I understood correctly, but will take a stab: - A project is opened and there are 10 tasks assigned to "Graphic Designer" role. - "User X" (no job role assigned) is assigned to those 10 tasks. - Because User X doesn't have the Graphic Designer role assigned to them, each task now has 2 a...

The "Misc Action" module makes this easier than the "Custom API" module does, but either can work. "Misc Action" would look like this: If you must use Custom API call module, you need to pass the arguments as JSON in the request body; not as parameters in the query string:    Good luck!

This feature is already built into Workfront, but often overlooked because it's not accessible from the Updates section. If you visit the People section of your project, it is possible to post a project update with the entire project team "pre-tagged" in the notify list. The main limitation is that ...

Hi Randy, Looked into it and this can be done with a Custom API Call module, no need for the HTTP module. Replace the IDs in the below example to replace the existing Resource Managers with those specified in the JSON:    { "resourceManagers": [ { "projectID": "replace-with-projectID", ...

It's unclear what you are hoping to get in the response payload.Calling on /attask/api/v14.0/PTLSEC? will return a list of reports, not the actual data that those reports display when viewed in a browser.If you have a report that you view in browser and you're wanting to fetch the same data that's d...