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EileenWom
EileenWom
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Re: Quick Tip: Customize fields in Home and Summary by using Layout Templates in the new Workfront experience (new feature) - Workfront 04-08-2022
@SarahWilkersonCA you are 100% on point with these items. I'm trying to customize the Home screen for my workers - they complain that they can't see as much as they did when we has Classic. I truly wish we had the ability to customize the left navigation of the Home screen as well as giving us more options to customize the right panel when a task is selected. In addition, I would like to be able to select multiple tasks from the left Home screen nav so I can compare multiple tasks at once. I'll ...

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What does your integration of Salesforce with Workfront look like? - Workfront 21-06-2022
We are in the process of integrating our Salesforce with Workfront using Fusion. How did you integrate them? What does the process flow look like? Start campaign in Salesforce and trigger a new Program in Workfront? Or vice-versa (start Program in Workfront and trigger new Campaign in Salesforce)? Where does the campaign originate?We plan to have multi-factor campaigns (emails, Webex, direct mail, etc.) that will all need to be tracked as the materials are being created and approved (in WF) as w...

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12

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Re: Allow Display Logic of a field based on choice selected from a typeahead field - Workfront 04-05-2022
I literally just ran into this issue when trying to build custom form logic based on the Portfolio (calculated field). Now I need to have my user select from a dropdown to display the corresponding logic. Feels very inefficient for my users to select the name of the portfolio in a custom form on a project that is IN the said portfolio. This functionality should be available.

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28

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Re: Custom Form: Journal Field can't be created - Workfront 19-04-2022
Ah-ha! Good to know! Thank you for your help, Skye! It is greatly appreciated!

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50

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Re: Custom Form: Journal Field can't be created - Workfront 19-04-2022
Thanks, @Skye Hansen! I think you are on to something here! After reading the article (and initially not knowing if or how we could be tracking fields), I looked at our setup.It appears that we have 19 Built-In Fields and 281 Custom Fields being tracked. Is that linked to the question on the custom form that asks if we want any changes to that field, we want it noted in the Updates Section?

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Custom Form: Journal Field can't be created - Workfront 19-04-2022
Any idea why I would get this error when building a custom form? I searched on Workfront One, and I'm not finding anything relevant to this error.

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Re: Clutter Contest - Workfront 06-01-2022
Thank you for the opportunity! Can't wait to make time to dig into the data - yes, I'm a nerd. 🙂

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90

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Re: Clutter Contest - Workfront 04-01-2022
@Doug Den Hoed‚ , the Health Checker data that you provided my team was so informative! It not only brought to light what we need to clean up, but it also solidified and validated what I knew in my gut! Thank you so much for having this available to us. We can now look at the overall data and focus on what we NEED to clean up in priority order and build a roadmap for the future! Great product!

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90

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Re: How are your Request Queues organized in Workfront? - Workfront 29-04-2021
Thanks, Skye! We have multiple business units that currently submit their own projects under their specific Portfolios (as Planners). 34 units = 34 Portfolios. Our instance is set up as follows:Portfolio = Business Unit > Program = Campaign/Event > Project = Each Deliverable is a separate Project*Projects are not worked on until they are in a Program under the correct Portfolio. We have unique project numbers calculated on that formula (built with UberCalc from AtAppStore - @Doug Den Hoed‚ ). We...

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How are your Request Queues organized in Workfront? - Workfront 29-04-2021
We are planning to have multiple Request Queues (eventually). I'm thinking we should put the various Request Queues (projects) into a specific Portfolio just for them.How do you all have your Request Queues organized?I'm thinking Portfolio > Project/Request Queue.

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48

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