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EricMa
EricMa
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  • There are a couple of ways I've managed this, but they both involve manual manipulation: 1. Move "Complete" projects to a different Group (I named mine "Completed Projects"), to which all but System Administrators have View-only rights. 2. Change the "Sharing" so that team members have View-only rig...

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  • One other thing I noticed after I posted--if you're using a "valueexpression," you need to remove the "valuefield" line from your code. You can use only one or the other. I also realized that I didn't finish the "Mail Date" column properly; I had some cleanup to do before posting. So, corrected code...

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  • Hi, Jill. I agree with Skye here. I think you'll definitely be better off setting up 2 columns in your report that use collections: one that will display the "Deploy Date"'s Planned Completion Date, and a separate one that will display the "Mail Date"'s Planned Completion Date. The first column woul...

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  • Hi, Jill. To use the task collection, you'll need to set aside the Task report you've been using and build a new, Project-based report instead. You will have to go through some gymnastics to make it look like your old Task report. Your syntax looks correct--you will need to apply it to the appropria...

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  • Hi,Jill. If you're asking what I THINK you're asking, then there are 2 (maybe 3?) approaches that I'm aware of that you can try: 1. "Widen" the filter of your task report so that it includes BOTH your original set of tasks AND your new "Mail Date" tasks. (Use the "OR" operator in the Filter builder ...

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  • Hi, Amanda. I believe, unfortunately, that this is an inherent limitation of the charting feature--namely, that charts don't support "text-mode" groupings. I tried building a couple of reports in the past with text mode groupings but was never able to get the chart to display. When I changed to a st...

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  • Hi, another Idea for you all to upvote: "https://support.workfront.com/hc/en-us/community/posts/360004641114-Add-workdays-as-a-date-based-wildcard">Add workdays as a date-based wildcard . You currently can filter only on calendar days. So, if you're trying to report on projects that are due in 1-3 b...

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  • Hi, Satchell. I've been hoping that someone would reply to your post with an inspiration, but I fear that this is currently beyond Workfront's capabilities. I'm looking for similar functionality--specifically, the ability to filter out results that occur on a weekend. You "should" be able to use eit...

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  • Hi, Vicky. Sounds like you need a customized event notification: i.e., "when X event happens in Workfront, send a notification to person/team Y." Workfront recently made it possible for you to do this using the API. I intend to explore this further if my development team's burndown list ever gets sh...

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  • Hi, all. A plug to upvote my idea. We often assign a task to several staffers (to divide up the work); however, only the "primary" assignee gets a notification from Workfront when the task assignment takes place. We'd like the option to notify all assignees, not just the primary (both choices should...

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