Hey Jennifer, What do you mean the information isn't showing up when someone submits a request? Are you trying to transfer the request custom form information over to a project when converting the request to a project? Kirsten Heikkinen Trek Bicycle Corporation

Hey Chris - I have a report that I use for when users leave the company. It finds all incomplete tasks assigned to the user who's leaving. You are then able to select all the tasks that are returned by clicking the little box at the top left of the report. An "Edit" button appears where you can chan...

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...

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

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

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

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

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

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 ...

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....