Hi Lyndsy,   The screen shot you've shared shows the overall form sharing permissions (i.e., who has access to attach it to objects / who has access to edit the form settings), not permissions for a certain section of the form.   What you need to do is add a Section Break field to your form that has...

Hi,   The billing status field is not customisable I'm afraid.   A workaround would be to attach a custom form to your billing records with a field that contains your own custom statuses. This field could then be pulled into your billing record view.   Best Regards, Rich.

Hey,   Just come across this thread trying to find a solution to filtering for "other teams" myself. Seems like a common ask! I've managed to pull together a text mode filter that should enable you to filter by an hour owner's other teams as follows:   EXISTS:1:$$EXISTSMOD=EXISTSEXISTS:1:$$OBJCODE=U...

Hi Matt,   The closest you're going to be able to get to this is using a proof approval report, grouped by document version and with proof progress + approver decision as columns in your view. On a report configured like this you will get a separate row for each approver and the proof progress colum...

Hi,   How are you integrating Workfront with AEM? Are you using the native integration (details here). Using the native integration you can map custom or native fields from Workfront to AEM metadata fields. These are however a 121 relationship, in that whatever values are recorded in Workfront will ...

Hi,    Edited response . . . .   There are three approaches you could take here:   Each time you create a project and build the task list out, you copy the parent task (with the form filled in) and then rename and nest the copied task to create the sub-tasks. Very Manual, but does the job.You create...

Sure.   I haven't fully tested, but this should work in a proof approval report:   EXISTS:1:$$EXISTSMOD=EXISTS EXISTS:1:$$OBJCODE=DOCU EXISTS:1:currentVersionID=FIELD:documentVersionID EXISTS:1:project:portfolioID=**INSERT PORTFOLIO ID** EXISTS:1:project:portfolioID_Mod=eq    Best Regards, Rich.

Hey,   In a Document Approval report, the following text mode filter would do it:   EXISTS:1:$$EXISTSMOD=EXISTS EXISTS:1:$$OBJCODE=DOCU EXISTS:1:ID=FIELD:documentID EXISTS:1:project:portfolioID=**INSERT PORTFOLIO ID HERE** EXISTS:1:project:portfolioID_Mod=in   Just replace **INSERT PORTFOLIO ID HERE...

Hey,   No problem, happy I could help!   People without paid licenses can give approval decisions. They can also be assigned to tasks, however they get limited access to the task (they can't change status, record time or change assignment). Generally you wouldn't need to assign non-license users to ...

Hi,   Workfront will allow you to complete a task where there are Document/Proof approvals outstanding, they are independant from Task statuses.    One solution you could deploy to prevent this would be to add an approval to the task that is triggered when it is set to complete (triggering a status ...