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Rick_MacDuffie
Rick_MacDuffie
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Re: Bynder Metaproperties - Workfront Fusion 2.0 29-09-2022
Ok...... the Bynder module is now interpreting the taxonomy and rendering UI for me to set the metaproperty options. Weird.

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Bynder Metaproperties - Workfront Fusion 2.0 28-09-2022
Good morning! Have some new business requirements that are just starting to get figured out and wanted to start investigating some workflow options between Workfront and Bynder; essentially when a project is complete we'd want to publish the finalized documents to the DAM. Unlike the Workfront connector that interprets the custom fields it finds in the service and allows us to map values to those fields, the Bynder connector doesn't seem to know what taxonomy has been implemented in the Bynder s...

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Re: Agile Kanban Board - Improvements Required - Workfront 09-07-2021
I've been forcing myself to explore Kanban more, hoping to develop a deep enough understanding to recommend the process to a few of my teams. The #1 issue that prevents me from pulling the trigger is how things get stack ranked. These teams handle tasks and issues. Both, maintain two separate 'order' values. I'm actually fine with a task order #1 and an issue order #1; I don't care to pull both into a single backlog and re-order - though that would make a little more sense to me as an agile plan...

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Re: Sharing Settings for Queue Topics - Workfront 09-07-2021
I have a business process that operates against 2 queues; Forms Production and Forms Production Administration. The first is used to request Create / Edit operations and the second is used between two teams to manage inventory levels or manipulate a library of content. Would be convenient to have that business process under a single Queue; sharing the Create / Edit topics with all requesters and the other, more admin-y topics only being shared with workers.

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Re: "Calculated" Task Assignments - Workfront 09-07-2021
This would be so helpful. I have a 6-7 member team of project managers that each have created 5 distinct project templates for the sole purpose of having the Project Manager tasks explicitly assigned to themselves. When process changes occur, we then have to crack open 30-35 project templates and make updates. Would be fantastic to just have 5 templates to manage, with the Project Manager tasks getting auto-assigned to the Project Owner equivalent.

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Re: Add CheckList/To-Do List Within Tasks - Workfront 09-07-2021
Was just discussing this capability with a new user in our Forms Production process. Our project templates have generalized tasks assigned to analysts; who 'know the process'. That is, unless they're a new hire. My proposed workaround was to add a job aid as a document (maybe a macro enabled Word doc or a OneNote file) to the project template. That job aid would get copied down to each instance of a new project - providing the analyst the detailed description of the work to perform. The elegance...

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Sharing a rendered view - Workfront 16-06-2021
I'm pretty sure the answer is No, but have to ask it anyway. Is there a way to share a list of objects (eg. projects) with the user selected filter/view/group applied without having to export or create a report? I have a user group that performs a bi-weekly project review and they want to direct meeting participants to the same filters/views/groups they use during the meeting. Something like a bi-weekly report, with a link to the 'On Hold' projects, a link to the projects by division, etc. They'...

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Re: Is it possible to do a bulk insert from the Workfront API into SQL Server using fusion? - Workfront Fusion 2.0 24-02-2021
Happy to share! That List.Generate function is a weird one. This isn't what I started with, but I believe it is the optimized state. In the event you can't get that to work, you could use another function to get the page requirements that calls the API to learn how many rows of the entity there are (eg. /api/v12.0/task/count). Then do some M work to create a list of index/offsets by dividing the count by 2000 and rounding the result up to the nearest whole number and adding a custom column that ...

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Re: Is it possible to do a bulk insert from the Workfront API into SQL Server using fusion? - Workfront Fusion 2.0 24-02-2021
Had to look through my youtube history to recall the video that I found most helpful.https://www.youtube.com/watch?v=vhr4w5G8bRA Feeling industrious....? Below are two M queries that handle the heavy lifting in Power BI. My GetTasks function:-------------------------------------------------------------(index as number)=>let Source = Json.Document(Web.Contents("https://.my.workfront.com/attask", [ RelativePath="/api/v12.0/task/search", Query = [ apiKey=, entryDate=Text.From(), entryDate_Range=Tex...

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Re: Is it possible to do a bulk insert from the Workfront API into SQL Server using fusion? - Workfront Fusion 2.0 23-02-2021
Could it, probably. I've used fusion for a few bulk export/import things. That said, you don't have to put Fusion or SQL in the middle. I have a Power BI model that pulls in 5 years worth of projects, tasks, issues, etc direct from Workfront's API using incremental refresh. Took a little fiddling, but if your comfortable in Power Query you can traverse all the rows of tasks you have in a single query, and build visuals against that.. All it takes is a Web connector in Power BI and some clever M ...

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58

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