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Rick_MacDuffie
Rick_MacDuffie
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  • 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

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  • 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...

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  • Good Lord that was annoying! Turns out that some of the elements that API Explorer shows as part of the ApprovalPaths object aren't available through a Queue Topic report. Can't get targetStatusLabel or rejectedStatusLabel and for sure can't get any of the stage info (eg. stage names or approver det...

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  • Yes, I'm trying to report out the config of each and every request queue via a Queue Topic report. Mostly in an effort to audit approval paths that are no longer being used and to evaluate where routing rules are routing to specific users. I'm cleaning up an instance with a bunch of request queues a...

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  • I'm trying to document as much of our queue topic definitions as possible and I'm getting hung up on showing the approval path details. I thought I had figured it out, as I am enumerating the number of paths in the default approval process, but can't get the name of the stage/step and the approver n...

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  • We have a business process that involves review of pieces by external entities that may take several months to complete. This results in a proof being archived prior to the review completing and delays in finalizing a piece due to having to un-archive the proof when the review is complete. We'd li...

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  • You can sort by multiple columns if you hold the ctrl key down when you click the second / third column in the view. Clicking the column again would change the sort order.

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  • 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

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  • Definitely frustrating. "Work on it" should handle the status change, kind of like the "Done" button does. A consistent user experience would help enforce good process behaviors.

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  • 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...

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