Tony: I know it's been a while, but did this work for you without having to update that setting every time? I have a new staff member who now has this issue. I was able to update the setting to give them resolve permission on that specific group, but I don't see this setting available to set at the ...

Katherine - thank you for the suggestion! Reporting back to say I found the offender. In the Queue Setup, I had set it to grant View Access instead of Contribute Access (allowing access to the Custom Form). Once corrected, it appeared. I think I mistakenly thought this setting (screenshot below) was...

I have a rudimentary problem and I'm blanking on the solution - can anyone help? I created a new queue and a custom form to capture information for the associated request type. But, the form isn't displaying for work and plan users on the request. (Below - screenshot of the custom form as it appears...

Same here - particularly for the Account Manager / requestor role. Thank you! Sarah Juckniess Cal Alumni Association

I wish I knew more about form logic, but unfortunately I can only write very basic stuff / OPL (Other People's Logic). Sarah Juckniess Cal Alumni Association

I'm curious if anyone else has an intake process that allows users to edit and submit issues using a custom form, but restricts further edits to custom form fields once the issue is passed into its queue. We use one particular form to pass data parameters from requestor to worker, and we want to pre...

Everyone, thank you so much for your input. This is all really helpful. I do like David's suggestion for the dashboard report - that sounds like a potentially easy way for people who like to get an at-a-glance view. In the end, I really went with an approach more like Skye's (although we do a good d...

WF Community, I'd love your suggestions for how to get users to complete filling out a custom form at the project level. We use a system in which project owners submit job requests using a broad custom form. A project manager then creates a project and attaches an additional custom form or forms to ...

I don't have any suggestions yet, but am interested in following this thread because we've recently started using Hootsuite and are trying to figure out how to integrate the social media managers' workflows and calendars nicely with their Workfront projects without adding duplicate work. Great quest...