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RandyHa
RandyHa
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  •  in Workfront Ideas 11/21/17
    As sending Dashboards like reports is being planned, please improve upon the existing options by allowing the email go to out without attachments--an option that would effectively deliver a link back to the live views within Workfront. Existing Send Report functionality in Workfront forces a choice ...

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  • Thanks! These are both, great external solutions. While either would work, I also got my answer about doing this without external integrations. It's not possible. For that route, I like the "delegation" answer, although that technique can burn you if you use it too much! ;-)

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  • Well, my Kickstart idea probably won't work either. I have used Kickstarts successfully many times in the past, but according to the online support description of this process I cannot use it to update existing records--only to add new ones. It would seem that the only method forward would be to lev...

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  • Thanks, Doug. Good idea. Actually, it gives me another idea. I might be able to do this with a kickstart export/import.

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  • Is there a way to bulk edit Milestones? That is to say, can I assign a specific Milestone to a group of tasks at once? The setup requires a report to list the tasks across multiple projects: 1. Task Name, for example, happens to match some criteria such that only one task from each project qualifies...

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  • In addition to this incredibly insightful block of text mode, is there a way to additionally enable the resulting field value to be in-line editable? In my case, I am leveraging this technique for Planned Completion Dates, and I can't use the Milestone report because I need other project columns t...

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