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KirstenHe
KirstenHe
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  • Instead of using Assigned To > Department (first filter in the screenshot), have you tried using Assignment Users > Department? Assignment Users should find tasks assigned to users who aren't the task owner. Kirsten Heikkinen

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  • Hey Laura, What criteria specifically are you using in your filter to pull "tasks only containing these departments"? Kirsten Heikkinen

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  • Hi Kimberly, When creating/editing your custom form, do you lay any fields side by side? In the form editor they won"t appear side by side, but when you preview the form, you"ll be able to see. Kirsten Heikkinen

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  • Curious to hear what others might be doing, too! We just create a report and bulk reassign existing projects/tasks/issues/etc. Where is gets tricky for me is when we need to update a routing rule so a request goes to the correct person during a vacation. And then it's easy to forget to switch everyt...

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  • Hi Erica, I've recently finished a project using Workfront's API and pulling hours/time data into Power BI. If you have any questions in the future, feel free to reach out to me! Kirsten Heikkinen

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  • Hi everyone, Please upvote my idea to make using an "OR" clause in filters easier! Custom Rule Logic More details: Suppose I'm creating a report and I want the following to be returned: Criteria A AND Criteria B OR Criteria A AND Criteria C OR Criteria A AND Criteria D Right now, I have to w...

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  •  in Workfront Ideas 11/13/19
    Suppose I'm creating a report and I want the following to be returned:Criteria A AND Criteria BORCriteria A AND Criteria CORCriteria A AND Criteria DRight now, I have to write a filter just like above - adding Criteria A into every clause. For some reports with many filters, this is very time consum...

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  • Hey Jenny, Have you had the user try a different browser or clearing their cache and cookies? Kirsten Heikkinen

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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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