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SamanthaWi1
SamanthaWi1
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  • A tech at Workfront helped me with this.Feel free to copy and paste and use it if it works.Filters Tab EXISTS:b:$$OBJCODE=DOCUEXISTS:b:project:status=DEDEXISTS:b:project:status_Mod=notinEXISTS:b:versions:ID=FIELD:documentVersionIDOR:1:EXISTS:b:$$OBJCODE=DOCUOR:1:EXISTS:b:project:status=DEDOR:1:EXIST...

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  • What if you put your off shore people on a different schedule in your set up and designated their time zone differently from CST. I am curious if this would help at least one part of your issue. Samantha Senior Specialist, Creative Services 817-424-2186

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  • In the most basic of terms, those people added to a proof will see it and can mark it up. So just add ONLY who you want. However, if others have full access to a project in Workfront itself, they will be able to see the proof by opening the documents tab and selecting the proof to look at. I would t...

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  • I could be wrong, but out of office delegation is for approvals not proofs. Samantha Senior Specialist, Creative Services 817-424-2186

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  • I would love to know this too. I tried looking it up and found a task approval that could route to you peeps for "approval" once the task is marked complete. (set up a task status in set up to reflect complete pending approval". This may not be what you are looking for, but could be a tiny work arou...

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  • Maybe you can copy your access of the Observer profile and change the views on that "New Observer" to not show the Contacts tab, thus creating a "dumbed down" version for use with only these people and still give the level of Observer. We did this on a few access levels to remove the ability to requ...

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  • We use Idea and renamed it to "Pending" on our side so the PM can use that while assigning or re-assigning and it will not send notifications to the task assignments. The below link will tell you what each status equates to. I like "Idea" while planning a job. https://support.workfront.com/hc/en-us/...

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  • When you create a new proof (under doc's) use the button on the left that says add new proof. Then on the second you MUST highlight the first version, then click the more drop down to add "new version" then drag and drop. If you do not use the "new version" it will not pick up the workflow. My MAC u...

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  • Hey Liisa, Everything you are describing sounds really cool. From what I have been able to figure out, is that WF is working as designed. I would take your last two comments and post them on the idea exchange. There seems to be several ideas about how this proofing back to WF projects is needing to ...

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  • Thanks Jill, I realized that Liisa and I had a private conversation and figured this out as well. I thought I had listed it public. But yes if you have a license in WF (free or paid) you get the notifications that show the "see it in WF" and you can get to the job that way. If you only are allowed t...

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