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Richard_Le_
Richard_Le_
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  • Hey Madalyn,   Hope you are keeping well!   I'm not sure you'll be able to achieve that with a user-based report. A user report will only pull in a user once, it won't display them twice under different groupings. The only option you have with this type of report is to show all of the roles each use...

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  • Hi,   Have you explored the "Require login. This proof cannot be shared with guest users" setting when creating proofs? When this setting is enabled, only users who have an account in Workfront proof can access the file and they will be asked to enter their email address and password before being al...

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  • Hi Paula,   It's not possible to configure a filter rule that will look for only the oldest record. However, you could simply sort the results by entry date to show the oldest request at the top of your report. Would that work for you?   If you have entry date in your report view, you can simply cli...

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  • Hi Vikki,   Unfortunately, typeahead fields can only have one choice. It's not possible to have multiple entries in the same field. The only workaround are:   Have multiple typeahead fields (assignment 1, assignment 2, assignment 3 etc.)Have a multi-select field, with selections for each of the poss...

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  • Hi,   It's not possible to set conditional formatting on a value expression built in a report view. These calculations are carried out in the report only and as such there is no value in the workfront database to compare against for conditional formatting.   The way to achieve this would be to have ...

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  • Hi Chloe,   You're right, "INP:A" is the right status to use for "In Progress - Pending Approval". However the syntax of your IF statement is not quite right. Try the following instead:   displayname=Gate 1 Status listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF(CONTAINS(...

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  • Hi Justin,   Have you checked the finance settings on the individual tasks where the hour entries are logged as $0? Even though you may have "Role Hourly" set at a global level, this doesn't prevent an end user (with an appropriate license) from manually changing this at the task level.   Best Regar...

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  • Hi Justin,   In order for the actual labour cost / actual cost to calculate against tasks, you will need to make sure that you have the correct finance settings applied.   In the settings for each task, there is a finance section where you can define the "Cost Type". This should be set to "Role Hour...

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  • Hi Brady,   There is no native functionality that would do this. The only way to do this in an automated way would be via the Workfront API. If you have Fusion, a simple scenario could be developed that will look for users that have not logged in for more than 90 days and automatically send a messag...

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  • Hi Christina,   As you've probably seen, the scheduling options are quite limited. You can schedule for specific days, or months, but when the day could be different on each month or quarter based on the periods you have outlined, it isn't possible.   An approach you could explore would be to set up...

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