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Richard_Le_
Richard_Le_
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  • Hi,   This isn't possible with the use of issues on boards. However, it is (kind of) possible with the use of tasks. . . .   The recently released functionality to allow sub-tasks to appear on cards (which can act very similarly to a check list) would potentially meet this use case. You would need t...

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  • Hi Seth,   I haven't fully tested this, but in theory this text mode should work as a filter on a proof approval report:   EXISTS:1:$$OBJCODE=PROJ EXISTS:1:documents:currentVersionID=FIELD:documentVersionID EXISTS:1:ownerID=INSERT PROJECT OWNERID HERE   Let me know how you get on.   Best Regards, R...

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  • I feel your pain, Kristen, having just been through a similar exercise myself.   I'm afraid that there is no ability to export/copy custom prompt info, other than via manually copying the values one by one.    Best Regards, Rich.        

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  • Hi,   Natively in Workfront, it's not possible to drive a task/request status change from a proof approval.   However, as you said, this can be achieved with Fusion. I believe that there is a pre-built Fusion template that you can use for exactly this use case, to save you having to build it from sc...

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  • Hi,   You can achieve this with a section break in your custom form.   Having a section break appear above the fields that you want to restrict access to will give you the ability to make those fields view only and not editable.   In the below screenshot I have configured a section break so that any...

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  • Hi,   Natively, there is no functionality to automatically add a custom form to a request based on an assignment being made. The form is added at the point of request creation (i.e., via a request queue), or the form is manually added by someone after the request has been created.   The only way to ...

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  • Hi,   You need to amend the data structure. The updated data structure will be inherited by your data store.   In the left-hand panel of fusion, beneath data stores there is a tab for data structures. Navigate to the relevant data structure, click "edit" and "add item" to add the new attribute and c...

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  • Awesome! Thanks so much for sharing, Doug. That is going straight into the text-mode vault for future reference.    

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  • Hey,   The way to achieve this would be to add a calculated field to all of the tasks that works out the difference in days between planned and actual completion. You could then add a filter rule that looks for a value of 3 or above.    The calculated field would look something like this: DATEDIFF({...

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  • Hi Matt,   The proofing account (which drives the emails available in that drop down box) is independent from the Workfront user account. Therefore you will need to remove the incorrect user from the proof admin console.    If you have admin rights to proof, you can do this by following these steps:...

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