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.
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
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 ...
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.
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.
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...
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
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.