Thanks Kevin.We too, have the PMs set as the owners. In our case the PM would never know who that third party recipient would be so that is why we allow the sharing. I guess they will just have to log in each time. boooo 

Hey Heather...It is interesting that your third party recipients do not have to use a password. I have attached out settings, but I believe they are the same. Do you leverage SSO for your proof users and do they all have licenses?As for the authentication email sent to the proof owner, I think that ...

Hello - We have our proofing process set as follows:Project Owner shares proof with Client. The Client then uses the "share this proof link with others" link from the received email notification to share with SMEs.. The third party recipient is then forced to log in and create a password for PHQ. Th...

Ahh yes... I like the trickery! There is really only a few of these that need updated every couple of weeks, so one by one is not too bad. But, if I ever have more than 10+, I will definitely use this approach for a bulk update. Thanks again!

Appreciate the suggestions Doug. I tried the second option with the $$NOW qualifier, but that failed as well. I finally found the root cause yesterday, and it was so simple. The calc was retaining the old selections b/c they were technically never cleared. There is some logic here that I failed to d...

Hey guys!Long time - no posting....I have a good one here dealing with calculated fields and a concatenated formula. The field is a simple concatenated formula to give us one answer from several different fields. Easy, right? What is happening is, the field is populating correctly if we only use it ...

Thanks for the suggestion Elissa. As of now we have decided to just use display logic for descriptive text once they made their selections. I presented something similar to your solution and it just felt a little cluttered. By using the display logic, it keeps the form a little less messy. The downs...

Has anyone found a way to do this? We have a few check box fields that could use some explanation on the available selections. Typically, we would just use the instructions box to clarify what the selections are, but in this case I ran in to a field that requires more characters than allowed in the ...

There are a couple of things you can do to help the scenario, although admittedly, it would not be exactly what you are asking for. 1. You can add pretty much any native or custom field to the task details on the home page. You would not be able to filter on these fields, but it would save the user ...