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EXP_-_DustinMa
EXP_-_DustinMa
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  • Hey Vicky, When referencing a custom field, the DE: needs to be before the custom field itself. So it would theoretically look like this instead: parent:DE:Product Ref=S027 parent:DE:Product Ref_Mod=cieq OR:1:parent:parent:DE:Product Ref=S027 OR:1:parent:parent:DE:Product Ref_Mod=cieq Give that a go...

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  • Hi Rani, I just ran through some testing, and I was wrong about prompts. Filters allow name and ID to interchange, but views, groupings, and prompts do not. So to get this to work, you'll want to add the queue topic group ID to a report, then you can grab the ID, and use that in your prompt, and you...

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  • Hi Kristy, The problem with Reviewers and Requestors is that they won't have access to the project, which is why they see the URL. As for the URL expiring, it should never expire, I'm curious to know if you've grabbed the URL from a document, changed the sharing on it and then checked the URL again....

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  • Hey all, Something fun to note, when referring to filters and prompts , ID and Name will reference the same area in the database, regardless of if you enter the GUID or the name of the object you're referencing. In other words, for the prompt to work, just reference parentTopicGroupID next time, and...

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  • Adding one more note onto this. Because we don't let you edit notes in the update stream, that's why you need to use Skye's workaround.  We have been looking into ways to see if we can make comments on the update stream editable, but I don't know if/when that would be changed in Workfront. I also h...

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  • Hi Jill and Skye, Skye's solution is perfect! However, your users have to have been shared on that form to be able to attach it. (Either shared via group, team, etc.) Note: setting the form sharing to visible system-wide does not accomplish this. I hope this helps!  Dustin Martin Assigned Support E...

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  • Hi Nathan, What object type are you using for the report? For a task report, the "Last Updated By -- Name" should display who the last person was that updated that object . If you're on a task report, you can display some task data via a collections, I would suspect the row in the text mode would lo...

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  • Hi Jessie, I know we're looking at revamping the reporting system, but I do not have an ETA on when that will happen. That said, you could book some time with our consulting team to explore options, or if you're comfortable with text mode, you should be able to reference a collections for the task a...

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  • Hey Jessie, Just a heads up, using Assigned To as a filter will only show objects where the user is the owner of. So, for a task that has 2 assignees for example, say you and me, and I happened to be the owner, it wouldn't show for you. The workaround is to use Assignment Users instead. Thanks! Dust...

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  • Hi Phillip, You can have non-SSO users log in by adding /login at the end of the URL. You can also do what Bob suggested and set up auto-provisioning with a modified layout template giving them limited visible access. By default, auto-provisioned users will be assigned a Requestor license, unless yo...

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