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LilitM
LilitM
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Re: Looking for options to report on other groups or subgroups - any suggestions? - Workfront 10-08-2022
Hi, Sydney, No, unfortunately I don't have any update here. At this point we support filtering by Top parent group and its subgroups' data.

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New Feature: Enhanced Error Validations in Calculated Fields - Workfront 09-06-2022
Hello, Community, One of the most common piece of feedback we receive about custom forms is that the process of building calculated fields is time-consuming, as it's difficult to find the problems and fix them quickly. I'm glad to inform that earlier today new functionality of enhanced error validations in calculated fields has been enabled in Preview, which will make it easier for you to identify the errors in calculations. Particularly: Calculation errors will be highlighted in red so you can ...

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Re: New syntax for calculations in custom fields - Workfront 23-05-2022
It's so nice of you to say, Randy, but the credit here goes entirely to the engineering team, and I will make sure to pass your feedback to them :)) Please let me know of any other feedback or questions you have. Thanks!Lilit

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Re: New syntax for calculations in custom fields - Workfront 19-05-2022
Hi, Randy, I'm so glad you find the calculation syntax update useful! As for your questions about multi-object forms: In case both objects have the same field available, for example {name}, {description}, {entryDate} etc, you can add it and it will retrieve data for all objects. So if you have a multi-object form for Projects and Issues, and add a calculated field with {name} expression, within a project it will display the project name, and within the issue it will show the issue name.If you wa...

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Re: Have you started using multi-object custom forms? Book a call with Product team to discuss your feedback. - Workfront 19-04-2022
Hi, @Kevin Quosig‚, Currently we're trying not to add too much complexity in multi-object forms, at least in this phase, so we have no plans for displaying/hiding fields based on the object type. So for now the forms that require different fields or order for different object types still need to be kept separate.

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Re: Have you started using multi-object custom forms? Book a call with Product team to discuss your feedback. - Workfront 19-04-2022
Hi, @Skye Hansen‚ , That's an interesting idea. Currently that's not on the roadmap to be honest, but I'd like to see how much support it gains from other customers. Can you please submit that as an idea in Innovation Lab?

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Re: Custom Form updates - create forms for multiple object types and embed images in them - Workfront 15-04-2022
Great point, Randy. This is the first phase of our updates, and we're planning further enhancements for adding/uploading documents in the form builder, as well as in custom data by end users, so there will be better and easier ways to add images to your custom data. Thanks!Lilit

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Re: New feature for existing Forms -- how to use? - Workfront 15-04-2022
Hi, everyone. I'm so glad there is interest in using multi-object forms. Please feel free to book a feedback call here and discuss your comments/questions with the Product team directly!

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Re: Have you started using multi-object custom forms? Book a call with Product team to discuss your feedback. - Workfront 15-04-2022
Randy, I hear you! I'll work with our Documentation team to add a help articles specifically outlining the implications of using a single-object vs multi-object forms. In a nutshell: If you remove an object type from a form, we treat it as deleting that form for the object type, thus all saved data will be removed from objectsSection break security permissions must be the same for all form objects. We have updated the permission options to be the same for all object types. We have standardized t...

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Re: Have you started using multi-object custom forms? Book a call with Product team to discuss your feedback. - Workfront 15-04-2022
Hi, Skye, Great points. In general, we're going down the path of keeping multi-object forms generic, which means that at this point we will not support having different field orders/configuration for each object type. In such cases you'll still need to use separate custom forms for now. As for the calculate fields, here again the fields referenced in the expression need to be compatible for all object types. However, we've introduced a new wildcard $$OBJCODE which you can use in expressions to d...

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