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EXP_-_DustinMa
EXP_-_DustinMa
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  • Hey Joe, I'm with Vic on this one, your best bet is a task report. You can do some pretty interesting things with text mode, but since you're hitting a 1:n (1 to many) relationship in the database, it's really difficult to pull data for specific tasks from the project level. That said, here are a co...

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  • Hey Benetta and Chris, In order to compare the two, you'll want to use conditional formatting, not quite a value expression. Here's the link to our help article that goes over the process: https://support.workfront.com/hc/en-us/articles/222425988-Comparing-Fields-in-Conditional-Formatting Thanks! (A...

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  • Hi M.L. When you open the excel doc, you'll see several tabs across the bottom (at minimum 2, the object + preferences tabs.) These are the sheets I'm referring to. Excel limits the import to 50,000 rows (including the blank row at the top + the header row for each column, so 49,998 usable rows.) Th...

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  • Hello M.L., It's certainly possible to do, and each row will relate to a single task, or object. For instance, on a 'TASK task' sheet in the doc, you'll have a column for setProjectID, you'll reference the project you want the task to be created on. If you're creating that project in the same kickst...

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  • Hey Vincent, I've heard we're looking to revamp custom forms/fields, but have no ETA, so I'd really recommend promoting the ideas on the idea exchange! Dustin Martin Assigned Support Engineer Workfront

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  • Hey everyone, We recommend avoiding use of special characters, you can read more on step 9 here: https://support.workfront.com/hc/en-us/articles/216668788-Creating-Custom-Forms Thanks! Dustin Martin Assigned Support Engineer Workfront

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  • Hey Amanda, Here's one from a Support perspective... I have customers that use them as products that they sell/market, organizations that they work with, and yet others that treat them as parent 'projects'. The basic concept that we use in support is that everything works like a filing cabinet. A po...

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  • Hey Jill, Not quite. This guide will go over a bit more on how to use collections: https://support.workfront.com/hc/en-us/articles/115000586214-Referencing-Collections-in-a-Report The API explorer is used to understand what fields are available, what objects you can reference from that object, and w...

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  • Hi Madeleine, A category report will let you see all the custom forms in your environment. Because each form can have different fields, you can't directly call to the fields. Now, you could do a collection in the view to show all the fields, but that's getting a bit above what I can relay here on th...

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  • Hi Rebecca, The short answer is no, the long answer is yes. I say no, because you can create a category report to show custom forms, but not fields. You can create a parameter report to show custom fields, but not the values of the fields. However, I say yes because you can create an issue, task, o...

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