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EXP_-_DustinMa
EXP_-_DustinMa
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  • Hi everyone, I'd like to ask you to submit a ticket to support for any issues you see like this, and please be prepared to provide a list of steps you take to reproduce this issue, so we can confirm if it's related to an existing issue, or get it quickly escalated as a new potential defect. Thank yo...

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  • Hi Ken, The article that Doug linked to should provide sufficient information on how the system works. As for the original intent, we believe that a project has 4 main statuses that they typically go through: Planning / Execution / On Hold / Complete. Planning would also include Requested or Idea, a...

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  • Hey Kristin, You may also need to check the queue settings for the request queue, as there's a section much like what Vic is showing on the project, but for requests: http://drop.workfront.com/5284f414cd04 As long as they have Contribute rights with "Edit Custom Form" checked off, they should see th...

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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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