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KatherineLa
KatherineLa
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  •    Workfront Questions 2023/08/10
    You're welcome. In the case that a rejection means 'Please try again', I would not set my custom status to equate to Dead, but instead to In Progress with a better descriptive label that's a call to action for the end-user. Maybe something like 'Rejected-Incomplete'? Using the Dead status MAY still ...

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  •    Workfront Questions 2023/08/10
    While there doesn't appear to be a specific 'Your Request was Denied' message per se, a requestor is simply raising an Issue with an approval path attached. So I would look at the alerts available that are associated to Requests/Issues, and leverage from there. For example if I were trying to solve ...

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  •    Workfront Questions 2023/08/01
    I will typically do as Skye described above, and then build a report for myself that shows every instance of the old field that's been filled out with the new field side by side. If I have minimal data/records entered, I'll just get a cup of coffee and copy/paste for a few minutes. If I have extensi...

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  •    Workfront Questions 2023/07/26
    With Fusion, the key to troubleshooting is to remember that it is INCREDIBLY literal to the point of sometimes not being logical. If I had to guess, your scenario has something like 'Watch Events', 'Read Record', 'Create Record' and 'Update Record'. From there, a couple things could be wrong: 1. Whe...

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  •    Workfront Questions 2023/07/26
    In this case, the phone Support person was able to help me figure out the issue, but it's so tiny-weird that I figured I'd come document it here for the next person to run into it. I wanted to schedule a refresh of my sandbox environment yesterday, expecting it to run overnight. However, when I brou...

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  •    Workfront Questions 2023/07/26
    I know this is an older question, but the way I do this in our environments is to create the account in Prod with whatever the permissions should be in the sandbox and then immediately disable the Prod account. I post an update in the Prod account explaining that it should never been enabled for rea...

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  •    Workfront Questions 2023/04/18
    Along Kurt's recommendation, I have a stock Portfolio-level form that auto completes with the name of the Company it corresponds to when the Portfolio is created. Then a Fusion module watches every new Project created, reviews the Company name on it, and looks up the corresponding Portfolio if the u...

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  •    Workfront Questions 2021/10/12
    For those having the same knee-jerk response I just had, please let's collectively resist the urge to shoot the messenger on this one. Thank you @Kyna Baker - inactive‚ for giving us each a solution for our orgs, I've filed a support ticket just now - case # 00281227. When you have a chance to shar...

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  •    Workfront Questions 2021/10/11
    For us, I've put all future plans for customer use of Workfront on permanent hiatus until this is resolved. Spamming my internal users with pop-up ads is bad enough, but I absolutely will not risk a customer being upset by it. At this point I won't even demo it as something coming in the future. Thi...

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  • I haven't explicitly selected an API version, though if I check Advanced Settings to see that info, it seems to indicate it's using API 11? Give that a try and see if it works for you. If not, can you show screenshots of your setup?

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