I have a browser extension that a user is using to maintain context of the 'piece' they're working on in Workfront. It relies on snagging the ID (of the project, task or issue) from the active page's address. With the new UX, the address follows a different format and so the extension isn't working ...

Thanks Dan - I'm set up like your second option with the value saved as a number. I was fearing the nested IF/CONTAINS. Makes it a bit more difficult to add options to the selectable list. I'll just need to remember to add it to the list and the IF/CONTAINS calculation as well.  Rick MacDuffie Syme...

Nifty! I'm working on a custom form that will be used to assess a requests relevance / priority. In that custom form I need to have several fields that collect multi-select values that get stored as numbers. Something like: What product requires this piece? Product A is equivalent to 5 points Pro...

Thanks Doug. I actually thought of trying that and was immediately presented with a lovely "There are gaps or overlapping dates created by the highlighted date ranges." error/warning. Turns out that doesn't prevent you from saving the custom quarters and does yield the expected range. Thanks for get...

Happy Holidays All! I'm investigating the use of custom quarters to define fiscal years. My business owners have created several portfolios to organize their work by fiscal year (eg. 2018 Portfolio X, 2019 Portfolio X & 2020 Portfolio X). This presents all sorts of issues as each portfolio duplicate...

Good morning Folks, I have a bit of an odd question for you. I've heard a half-dozen complaints from my users about Workfront filenames getting overwritten when they drag/drop a new version of a file on top of the existing file. The scenario: Original Workfront filename on local system: ThePiece.pdf...

I may have, quite possibly, unbelievably, undeniably submitted the most bestest request to extend the auto-archive schedule for my instance to 180 days.  Thanks for the info @Dustin Martin ! Rick MacDuffie Symetra Life Insurance Company

Shameless plug: https://experience.workfront.com/s/idea/0870z0000004VwnAAE/detail We have projects that go idle for longer than the auto-archive timeline allows. So while a project is still active and being worked, documents can get archived. I'm not sure what the value of archiving really is; do ar...

I don't know if this will help, or if I've even brought the right bit of info up via developer tools, but I tried.  Rick MacDuffie Symetra Life Insurance Company

My $.02. Don't timebox your portfolio names, especially if you plan to have the same program names under each year's portfolio. Doing so causes duplication and complicates reporting. Imagine having 3 portfolios: IT 2017, IT 2018 and IT 2019; each having Program X, Program Y and Program Z. You now ha...