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ErichGi
ErichGi
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  • @Richard Hughes‚ , The API supports updates, and using a tool like Postman you can fairly easily make updates based on values in a CSV file (although I found JSON works better). I recently did a bulk update like this to over 1300 projects using the PUT method, the whole thing took me about 20 minute...

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  • Douglas & Corey, Unfortunately, I have not been able to accomplish this within Workfront. Moreover, I am convinced it is not possible. Since posting this in June I have transitioned most of my executive-level reporting to using Microsoft PowerBI using the Workfront API as a data source. I have had a...

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  • Thank you both for your quick responses. Vic, The words 'automation' and 'API' always peak my interest. Although, I do agree, going into detail here seems out of scope for this thread. I hope it is okay if I send you a message to expand on that conversation. Anytime I can take the onus off my Projec...

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  • All, I'm reaching out to ask about your business' established best practice for tracking and reporting on project implementation date(s). I'm on a Project Management team that handles primarily Waterfall projects with a few Agile projects sprinkled into the mix, so I would be interested to hearing y...

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  • Excellent thread with lots of good information. I can't escape the thought that the Typeahead field type would be much more powerful with the ability to report on custom fields associated to that object. I took the liberty of submitting this idea on the exchange. https://experience.workfront.com/s/i...

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  •  in Workfront Ideas 9/23/19
    We should be able to reference custom fields associated to a Typeahead object through Calculated Custom Fields and Calculated Columns.valuefield=[Typeahead Field Name]:[Custom Field]Ex. My organization uses a User Custom Form to track employee details such as 'Department' or 'Employee Number'. When ...

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  • Create a new column and click Text Mode. Delete everything and paste the following code: displayname= linkedname=program namekey=view.relatedcolumn namekeyargkey.0=project namekeyargkey.1=program namekeyargkey.2=name querysort=project:program:name textmode=true valuefield=project:pro...

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  • Justin, Thank you your post, this is an excellent resource. I'm wondering if you or anyone else can expand on this for me. Imagine the scenario where I need everyone on my team to select which of the following fruit they enjoy, and my options are Bananas, Strawberries, Grapes, and Kumquats. This wou...

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  • Thanks for pointing me in the right direction Skye! I was having some difficulty locating this article on my own. Thanks Again, ErichGiltinan Navy Federal Credit Union

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  • Kevin, My first thought was that you could organize your logic as follows. ( customField_1 = Value1 AND customField_2 = Value2 ) OR (customField_1 = Value3 AND customField_2 = Value2 ) But then I realized that you are using the same Field for your OR relationship. In this case it would be better to ...

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