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LukeRa
LukeRa
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Request/Custom Form Name Pop Up Removal - Workfront 21-04-2022
When a new request intake form is open, whenever you stop and hover your mouse the name of the custom form on the intake appears. This not only seems redundant/unnecessary, in some instances it interferes with the "?" pop up for providing further directions/information on a custom field. I suggest that it is removed or that system admins have the ability to turn that function off.

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Re: System Admin Essentials Webinar: What IS Workfront Governance? (Mar 30) - Workfront 01-04-2022
You bring up a great point, Heather. When we use an acronym for group identification of an object we try as best we can to not make it customer facing (not always possible though). Your example of putting the acronym in the custom field name, but not the custom field label is the same practice we follow so it doesn't have an impact on the end user.

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Re: System Admin Essentials Webinar: What IS Workfront Governance? (Mar 30) - Workfront 01-04-2022
Here is an export of the template with the full list of tasks.

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Re: System Admin Essentials Webinar: What IS Workfront Governance? (Mar 30) - Workfront 31-03-2022
5) As part of your governance did you establish a best practice on naming conventions for projects, issues, etc? Answer: We did not establish a naming convention for projects, tasks, or issues. We did however, establish naming conventions for things like custom fields, custom forms, templates, Portfolios/Programs. This was around/after the intermediate governance step I noted in my presentation. So we've actually been working recently to make sure we have a consistent identifier for the objects ...

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Re: System Admin Essentials Webinar: What IS Workfront Governance? (Mar 30) - Workfront 31-03-2022
4) What is the best way to do a clean up? Answer: I really like the kick-starter provided by Workfront for doing a clean up. found here: https://one.workfront.com/s/article/Workfront-Cleanup-Dashboard At Mayo, I review this once per quarter.

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Re: System Admin Essentials Webinar: What IS Workfront Governance? (Mar 30) - Workfront 31-03-2022
3) What type of Requests are received by the Mayo Clinic Team? IT Requests, Creative Request, etc.? Answer: Requests currently processed in Workfront are request for new/revised education content, Creative Requests (medical illustrations, animations, etc), business support requests (reporting/analytics), technical support of other applications. We do not process IT requests through Workfront.

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Re: System Admin Essentials Webinar: What IS Workfront Governance? (Mar 30) - Workfront 31-03-2022
Question 2 Follow up: 2) Is the Readiness Assessment a custom form on the request? Answer: No, it is a document that is sent directly to the groups. Since the readiness assessment is meant to be used before a group is onboarded in Workfront, and therefore, the people/person filling it out aren't trained or have access to Workfront yet, we do this initial step of info gathering outside of WF. The document is then attached to the implementation project. Overall, however, I like the idea of creatin...

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Re: System Admin Essentials Webinar: What IS Workfront Governance? (Mar 30) - Workfront 31-03-2022
Hi everyone, thanks for attending the webinar yesterday. I had a great time presenting and hope everyone found something useful from the presentation. I'm going to answer some questions here that we didn't have time to get to yesterday. At what point does Adobe WF recommend incorporating Group Admins into their governance model? Answer: Although I can't speak for Adobe, at Mayo, group admins were brought into the governance early on. As new groups were onboarding, group admins were identified, t...

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Can you set a custom field to only accept an email address as an entry? - Workfront 31-03-2022
We have a free text field in a custom form that is specifically for collecting an email address. Sometimes the field is filled out incorrectly, or a typo occurs and the email address is invalid. The email address is used to send a follow up customer service survey so we miss out on sending a survey when an error like this happens.

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Ability to turn off autosave on templates - Workfront 01-11-2021
When in a project, the ability to turn off auto save is an available setting. Proposing that the same functionality be added to the template functionality for the same reasons it is on the project.

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