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KirstenHe
KirstenHe
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  • Hey Shannon, Here's what I think will work: For the previous month report (just the September 2019 results) Between $$TODAYb-1m and $$TODAYe-1m . For September 2018 (or any month of the previous year) Between $$TODAYb-13m and $$TODAYe-13m For the January-"last month" 2019 (current year) Between $$TO...

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  • Hey Lila, The user's locale determines how dates and numbers are formatted. You can change it in their user settings! Kirsten Heikkinen Trek Bicycle Corporation

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  • Hi Virginia, What object type is your custom form? Object, task, project, etc? It needs to be an issue type to add it in the queue topic. Kirsten Heikkinen Trek Bicycle Corporation

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  • I remove deactivated users from all teams/groups they're on and put them in an "inactive" group. Kirsten Heikkinen Trek Bicycle Corporation

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  • You don't need Fusion to integrate with Outlook. Here's info on how to set it up: https://experience.workfront.com/s/article/Set-up-Workfront-for-Outlook-1163827941 Kirsten Heikkinen Trek Bicycle Corporation

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  • Hey Jill, I think it's referring to the new UI that's in beta right now. https://experience.workfront.com/s/new-workfront-experience Kirsten Heikkinen Trek Bicycle Corporation

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  • Add a "descriptive text" field and then enter in the hyperlink for where your excel sheet is saved. I've attached a screenshot of our field settings. The 'label' doesn't matter - it doesn't show anywhere on the form. The 'descriptive text' is the text that users will be clicking. The 'hyperlink' is ...

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  • Hey Michelle, We have a link in some of our requests that downloads an excel spreadsheet. For this to work though, you need to have the excel spreadsheet stored in a public place. I'm not sure that would work for external clients? We have ours stored on a SharePoint site that everyone has access to....

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  • Hey everyone, With the new functionality to add a default custom form onto every new task in a project, we've found that the required fields on the custom form don't need to be filled out when you use the "Add More Tasks" button at the bottom of the project. Has anyone found a way to enforce the req...

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  • Hey @Dustin Martin - any reason this isn't on the known issues page? ( https://experience.workfront.com/s/article/Known-Issues ) Or am I misunderstanding what the known issues article is used for? Kirsten Heikkinen Trek Bicycle Corporation

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