Hi,   You can track changes made to values in custom fields by enabling the "Track field changes in update feeds" box in the field settings. Simply navigate to your custom form, click on the field you want to track changes to and in the left hand panel (towards the bottom) there is a tickbox you can...

Hi,   Creating a filter based on Parent>>Template Task ID (inserting the template task ID that you want to filter for) would achieve this.   Another option you have would be to add a custom field to the tasks that you want to display. I often do this on large projects where there are key tasks that ...

Hi,   Assuming that you create your projects from a template each time, you could simply filter your tasks based on Parent>>Template Task ID (inserting the template task ID for "Local"). That would return only the child tasks under Local.   Best Regards, Rich.  

Hi Karen,   There is some customisation capability in Workfront where you can create your own email templates to support reminder notifications only. You can read on this more here.   You can also customise the header of the current emails that go out, but you suggest that this isn't what you're loo...

Hi,   My understanding is that the legacy commenting experience has now been deprecated and is no longer acccessible.   There will have been notifications advising of this sent to your system admins as a system notification in Workfront. The release notes here on Experience League also advise of the...

Hey Doug,   Thanks for the comprehensive response and all your efforts looking into this my friend. Greatly appreciated.   I was hoping to avoid calling the Notes object directly, since this will return multiple bundles and will require some creative filtering. C'est la via. Should still be able to ...

That filter should work. Do you have other filter rules set up other than what you have pasted into your question?    

I have a scenario built that will periodically check for On Hold Projects which and retrieve all updates (notes) made to that project since it was put on hold. If the Project sponsor has not provided an update since it was put on hold after a given timeframe, reminders will be sent out and/or the pr...

Hi Karen,   To display the project owner name in a task report, the following text mode in a column would do it:   displayname= Project Ownerlinkedname=projectquerysort=project:ownerIDtextmode=truevaluefield=project:owner:namevalueformat=HTML   Regards, Rich 

Ahh, I've got you. You need an extra line of code in what I supplied to filter for tasks that are not yet complete then, this will do the trick:   EXISTS:a:$$EXISTSMOD=EXISTSEXISTS:a:$$OBJCODE=TASKEXISTS:a:actualCompletionDate_Mod=isnullEXISTS:a:name=Add instructorsEXISTS:a:name_Mod=cicontainsEXISTS...