What did you have in mind? Or, were you just looking for ideas to explore? I have been learning the new Fusion product for several months. It has been quite neat and tidy for not having to memorize a coding language and all the possible API calls between applications. Welcome a reply back. Doug Will...

I have implemented this need with several dozens of clients. Some clients like a simple log while others prefer a very much more robust process. The trick is understanding the process to follow. Then, you translate that into a request queue, a set of reports, and the custom form(s) to support the da...

As I understood this, the ask is to use a routing rule to assign a request initially to a specific job role. This is not directly supported in Workfront. The routing rule set up panel only allows initial assignment to a direct assignee or a work team. Darn, an obstacle. Switching mind sets‚Äö√...

Ahhh....forgot to do those screen snips...I was so into my kick-start techie mind on that report. Doug Williams

Just checking in on this, as I have done many data conversions for clients through the years. The kick-starts are complex for what you are attempting to do. The obstacle is that you are tinkering with the four objects: project, task, hour, and user. The project record is needed to contain a task. ...

Terry, Your question on assignments was timely for me. I start each day creating or reviewing some Workfront usage idea with possible solutions. This morning was a fine time in my thinking chair. In addition to Doug and Vincent's ideas, consider the example kick-start attached. You may load this...

The kick-start export of data for custom forms is not supported well. You instead need to create a view and report to look at the objects that have the form on them. Then, get the data into a collection to export raw to Excel for later manipulation. To shortcut that process, I use the one of the par...

I tend to geek out on this text mode stuff...using Workfront to compose complete sentences and mimicked sub-tables. Consider the following extension to the text mode that David and Doug did already. description=Successor Details displayformat=HTML listdelimiter= ---------------- listmethod=nested(su...

I have been tinkering with Tableau reporting designs for Workfront. I have found that the data needs to be exported and then reloaded to a data source that connects with Tableau. It is not that hard, but does take some extensive design for how and what you want to see. There is no master schema for ...

This area of the system is very complex and full of pesky calculations, dependent on the perfect management of the task fields that drive them. And yes, there is a disconnect between how these index values relate to the overall project progress status, which is driven from the combination of the pro...