Internal Cross Charging and Revenue Forecasting in WorkfrontRafael Renovato, Laurel Pearson, Cory AndersonCisco We hope you got some benefit from our session on Internal Cross Charging and Forecasting! If you didn't get a chance to watch it yet you can view it here: https://event.on24.com/wcc/r/2425...

On a project custom form I have a typeahead field with referenced object type "Project". I want to filter the selectable projects in the typeahead field just to other projects in the same program as the project I'm on. The use case stems from the Workfront limitation of the Portfolio>Program structu...

I'm assuming it's not actually possible to to that in the descriptive text hyperlink. So I accomplished the same thing with a calculated field that concatenates the hyperlink together. That's working great. Calculated field label: Link to Program Custom Form Calculation: CONCAT("https://ciscocomm.my...

I have a descriptive text field on a project custom form. It tells the user that the values on the project form are regularly overwritten with the values from the identical program form, and that they need to go to the program custom form to make their changes. I want to use the descriptive text hyp...

Thanks Josh! I did figure that part out, but cannot figure out how to get data from custom fields that are attached to the user named in the typeahead field. Is that possible? Thanks, Cory Cory Anderson Cisco Systems- Communication Services

Hey @Josh Hardman , I'm having a hard time getting this to work for me. I have a typeahead user field on a task form. On the same form I have a calculated field to show if the user in the typeahead field is active. User Typeahead field name: Hardware Assigned To Calculated field name: Hardware User ...

It seems like you might have to first figure out a calculated field on the user to mark whether that user has any late tasks or not. Then you can filter the issues on that field on the user. Once you get the calculation on the user set then filtering the issues will be simple. It's finding a way to ...

Martyn, In addition to the great guidance shared by others I'll add the steps to import custom data in your kickstart. 1. Fill in the category ID in the "setCategoryID" column. The Category ID is the ID of the custom form you want to attach to the issue on import. You can find it by creating a Categ...