Hi Sarah, Been there, fought with that one. Just like Projects/Tasks can have custom sharing/security settings, the same is true for Custom Forms. Check that tab on the Custom Form itself like in my screenshot and see if it's visible to the right group/team/company matching your request queue? You m...

Currently, I can design a custom form to say 'Make this field required' or 'Let this field be optional'.I would like the ability to say 'This field is required, ONLY if this other field is option X or Y.'Example: An order form for a laptop purchase, where the user can:Buy a basic laptop (dropdown) a...

Hi Laura, Assuming I'm guessing correctly which alert you're referencing, that setting is a global setting in the Setup screen, under Email, then Automatic Reminders. Unfortunately, it is a global setting for all users and not individually configurable. Our team share your annoyance, as our timeline...

Yes, please! We have repeat creative that gets used job after job, and the existing process of downloading it all to our desktops and re-uploading to project after project is not feasible.

Our biggest use-case was to ensure the consistent naming of companies across all our forms. We have all of our clients input as "Companies" in the set-up screens. Now that we have type-ahead available for Company, we can utilize that field for things like project request forms, and in request queues...

Hi Trish, I don't know of a dynamic way to do what you're trying, but here's a possible alternative? We have a lot of Custom Forms attached at the task level, where the Worker assigned the task needs to be able to easily access the information in the form to complete their assignment. Therefore on t...

Hi Tim, There's no overall 'default to this task constraint for User X' setting that I'm aware of, but here are two options I've taught our users: 1. If she 'Duplicates' a task that already exists, and has the 'Fixed Date' constraint, then the new task will also inherit that constraint. This is a so...

Building on this again, I realized there's a key learning here that might help you and your team. When you start wanting to collect more data in Workfront than previously, you may get push-back from your PM team saying 'I manage 50 projects at once, I don't have time to go open them all up and updat...

Hi Jeff, I find that a lot of 'can I do this' comes down to 'am I recording this somewhere in WF?' and if the answer is 'No' - then can it be? If I'm interpreting correctly that the Project column in your report equates to Projects in Workfront, then I'd start with a Project-level report and call in...

Building on Kirsten's excellent advice, generally the 'Advanced Options' will give you most common formatting options. Where Text Mode can be powerful is if you want to accomplish something that Advanced Mode lets you do - but not quite the way you want to do it. For example, Advanced Mode gives you...