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AlgernonBr
AlgernonBr
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Re: How to filter a report by the date the project status changed? - Workfront 12-03-2021
@Anthony Imgrund‚ Didn't know I needed this until today where a user asked for something similar! Wasn't entirely sure if it was possible Thanks for answering this one!

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Re: Email templates not pulling in custom form data - Workfront 06-01-2021
Just to circle back here! It's looking a lot better. I am just modifying it further to include everything I need but, happy to report that my original issue has been resolved. Hopefully there's an adjustment to have this custom field email section updated on the Workfront site - I will be sure to remind my ASE to see if he can get this over to the team who is in charge of updating this. Thanks for the tips and support community!!

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Re: Email templates not pulling in custom form data - Workfront 04-01-2021
Yep! I thought it was interesting as well. In this situation, nobody would need to ask any questions to post back to the task or the project - no direct linkback was needed. Once the note is received, it's just a trigger for another action. This email is trying to replace an email that our account team has to create and send out manually. I am sure this will change and evolve once it launches and people request changes!

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Re: Email templates not pulling in custom form data - Workfront 04-01-2021
I am testing out a way to make a "launch notifications" feature triggered from a launch task in the project timeline. Basically Ams/Pms wanted a way to have an automated note to a stakeholder with certain bits of information once a task completes. Helping them to save hours by eliminating a manual step for them. Once it's up and running the plan is to go out to internal stakeholders but external stakeholders was a thought as well. Thanks,Al

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Re: Email templates not pulling in custom form data - Workfront 04-01-2021
More follow up - they think it was not a bug. I will be testing this and will update the string when I have more info! If this does work, I think this should also be added to the site documentation! Posting info here as well. After debugging the code for a while, we found out that this was a configuration error rather than an issue. The correct way to link custom fields in the template is to specify the parent object of the field. For example: if users want to link a custom field called Link to ...

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Re: Email templates not pulling in custom form data - Workfront 04-01-2021
Thank you all for the replies here! I got a reply back from my ASE after the dev team had a chance to look at it. It turns out it's a bug! They will be fixing it! I don't know when but this is definitely good news and great to know it was not something I missed! @Sarah Nau‚ - My specific issue had to do with pulling custom form fields into the email template and Dev team said it was a bug. Fields like project name, project owner, assigned to (task) - were showing up correctly but anything that w...

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Email templates not pulling in custom form data - Workfront 15-12-2020
Hi Community, Just wondering if anyone has any luck being able to pull custom form fields into an email template. Was working on building a notification system triggered by the closing of a task. Followed instructions according to the site https://one.workfront.com/s/document-item?bundleId=workfront-classic&topicId=Content%2FAdministration_and_Setup%2FManage_Workfront%2FEmails%2Fconfigure-email-templates.html&_LANG=en and it just does not work fully. The notification note pulls some standard fie...

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User control of email reminder notifications - Workfront 15-09-2020
Hello,I would love for there to be an ability for the user to be able to control their own email reminder notifications. For example : If a user wanted to, they can create a notification for "deadline for tasks" that could remind them 2 days ahead of time. If it's easier, there can be pre-set amounts of time or the user could customize. Currently this is global feature but this can be disruptive if I had to set this for everyone as only some would want a notification and others would not. This w...

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Does anyone know a way to force a "carriage return" in Workfront - Workfront 28-07-2020
If you are working within the api, does anyone know how to trigger a "new line" or "carriage return" in Workfront. For example, if I were pushing data to a field on a custom form, just want to know how to separate each on a new line! Instead of everything looking like one paragraph. Basically a formatting question. Thanks,Al

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Running calculations based on custom forms and user info - Workfront 28-06-2019
Hi Workfront Community, Just reaching out to see if there might be a way to run a calculation based off of a field stored in a user table. Basically we are storing a custom "complexity" field on a custom form and we wanted to take that field that we are storing and then apply another calculation based off of the project owner's role. It seems a little too complex but I figured I'd reach out just in case. Thanks, Al Algernon Browne WebMD

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