And extend the same idea to filters and groupings....
We can modify and "save as new" for all filters, views and groups except the report defaults.
It would be nice to be able to create a named filter/view/grouiping from the defaults as well.
I recently had a very frustrating time trying to figure out how we could use delegations when people are away. I see a few have posted on this subject. Here’s my two cents worth.
Current Method
User goes to Workfront Home/Worklist page. Click Delegations.
Enter a date range and delegate, Save.
This ...
I am doing some project reorganisation and have dozens of templates, hundreds of projects and thousands of tasks to which I want to bring some consistency. Bulk task renaming is just the first step.Add the object name to the form used for bulk updates.
I also am reorganising hundreds of projects and thousands of tasks for consistency.Bulk edit of tasks allows updates of many fields but not the task name for some reason.But why restrict it to current projects or incomplete tasks. Why not allow this for any tasks selected?I am having to set up an AP...
In a project template we can set default custom forms to be attached to every task.It would be great to be able to set default forms to be attached to every document.
Yes it seems crazy that we have a schedule and FTE and then ignore the FTE.We have people that work part time - say Tuesday to Thursday - 24 hours.They are available to WF for approximately 50% of that time - 12 hours.What does the Workload Balancer do with that?
Yes, and the details page does not display all records, only up to 2000, so the groups on the detail page do not display the full picture.So basically there is no way to display a summary of data calculated in the report.The workaround is to create calculated fields on the object on which you are re...
Provide the ability to change all person A's roles in all automated workflows to person B without having to manually examine every single workflow and manually change them.We have dozens of workflows and to go through each changing person A to person B is very tedious and time consuming.If that can'...
Fix the report Summary Tab so it displays the data in the Details Groups regardless of how that data is obtained. For calculated fields it currently displays nothing.
We have options built into WF to automatically update project timelines each night.It would be great to have a similar facility to update all calculated custom expressions or perhaps subsets thereof.We use a number of calculated fields that compare the current date to task dates and baseline dates. ...