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KirstenHe
KirstenHe
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  • Hey @Sean Sanders , @Narayan Raum Is is possible to do this while still being able to inline edit the field? We have a custom field called "Status Update" that we want users to be able to inline edit, while also limiting how much text is returned so that our rows aren't huge. Any ideas? Thanks! Kirs...

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  • Hey Richard, I think proof approvals and portfolios are too far away from each other for this to work. I tried the following, but didn't have any success: textmode=true group.0.displayname=Portfolio group.0.valuefield= documentVersion:document:portfolio:name group.0.valueformat=HTML I also tried thi...

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  • In your view, if you click on the "Due On" column, then Advanced Options in the top right corner (under the Switch to Text Mode option), then Add a Rule for this Column, you can specify a rule for if the planned completion date is less than $$TODAY and choose what formatting you want (text color, ba...

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  • Hey Nick, I'm not sure if I understand this completely - are you saying that you have the conditional formatting set up for the report, but it isn't respected/doesn't format your rows while on a dashboard? Kirsten Heikkinen

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  • Hey Morgan, You can group by Entered By > Home Group ID or Entered By > Home Team ID. If you'd rather see the group/team name rather than ID, you can switch to text mode and switch out "ID" with ":name" textmode=false group.0.linkedname=enteredBy group.0.namekey=view.relatedcolumn group.0.valuefield...

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  • Hey Ashley, Have you looked into kickstarts? https://experience.workfront.com/s/article/Importing-Data-into-Workfront-via-Kick-Starts-1601598108 Kirsten Heikkinen

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  • Hey Janelle - I think in that case, you need to do an Assignment type report instead of the Task type report. That should help you find tasks assigned to multiple people! Kirsten Heikkinen

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  • Hey Patricia, If you select the check box next to the request while in the project, and then select More, then Copy to, you can copy the request to a new project. Kirsten Heikkinen

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  • In the project/template settings, are you scheduling from the completion date? You can try switching that setting to start date instead and see if that gets you where you need to be! Kirsten Heikkinen

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  • Hey Kevin, To your first point - have you tried creating one custom form that exists just to hold deactivated fields instead of making a deactivated section on each custom form? There's some information about managing custom forms here , but it honestly looks like a lot of work. I don't really have ...

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