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KristenS_WF
KristenS_WF
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  • You try a Portfolio report.  Filter on those portfolios where the custom form (Category ID) matches the form used and the custom field Is Blank (if using more than one field, you can add an Or statement and repeat the filter, just changing the field name).  

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    Questions

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    341

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  • I filed a support ticket regarding the 404 errors I get; it's being investigated, but the issue may stem from us only being partially migrated to the Admin Console (apparently our Fusion instance hasn't been migrated yet).I do see there's now a toggle button to show/hide the sidebar menu in the new ...

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  • I'm a SysAdmin but not the instance owner (someone in our IT department is).  I would expect all admins (and Fusion users) to get notice, but evidently none was sent.I didn't know about the Admin Console migration either until the workshop held several weeks ago (April?).  I went into my company's o...

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  • Out of curiosity I logged into Fusion and tested the option to switch back to the old UI again.  It worked.  However, when I submitted feedback about new UI before making the switch, I got the error again.  It seems like I can only switch back to the old UI without giving feedback--it makes me wonde...

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  • I attempted to switch back to the old UI (commenting on both the space-hogging menu sidebar and my momentary panic at the circle/X placeholders, in the folder view, for scenarios with less than 4 modules--I don't recall now what the old view was exactly, but for a few seconds I thought some of my mo...

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  • I'm not sure what's considered best practice.We've never used predecessors on parent tasks (either in WF or in our previous systems), as most of our individual tasks are dependent upon the one above it (occasionally we have tasks running in parallel with each other or standalone tasks).I suppose it ...

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  • Thanks for confirming (and for info about the Event Subscription API).I think I may end up just scheduling a Custom API Call or Search module to run at regular intervals and pull the population of tasks that meet the canStart/milestoneID criteria I need.

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    Questions

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  • I'm trying to build a scenario that is triggered when a certain milestone task is ready to start.  In the Events Filters section of the Watch Events module, I can specify the milestoneID of the task, but canStart is not an available option.  Any suggestions for how to create a trigger?Thanks. 

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    Questions

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  • Have you checked what layout template you've been assigned?  It should be listed in your user profile (right below the access level).  The main menu options can be customized in layout templates (under the Setup area of WF), so it's possible that your current layout template doesn't have the options...

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    324

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  • My team's building a scenario to auto-approve certain requests from our main request queue.  I've been testing the scenario in our sandbox, and it's been working so far.  My colleague asked if it would be possible to send an email/communication to select users once the approval has been done.I'm usi...

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