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LouiseRe
LouiseRe
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  • Hi Does anyone have a process for keeping project custom forms manageable? We have 1 main 'Campaign Form' that is attached to every project we upload on a quarterly basis. Over time, we have needed to remove fields but because we need to retain the data on the projects, we haven't been able to delet...

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  •  in Workfront Ideas 2/14/18
    It would be very useful if you could trace a document back to the original parent when you have found it using search. Rather than giving you a link to the parent it just reverts you back to the search.

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  • We have various rules in place that will trigger when certain progress of tasks takes place. For example, when all tasks in a project are 100% complete, instead of the project status changing automatically to "Complete" it will automatically change to a status called "Live". Another rule we have in ...

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  • We have only been able to do this via an API which was configured for us by Workfront Partner Dream2Design. We have the API managed several automatic status changes and this has saved a lot of manual admin effort. Louise Reynolds Premier Farnell Senior Global Marketing Workflow Specialist

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  •  in Workfront Ideas 12/15/17
    We have been told this is not possible. The problem relates to the fact the field is a mandatory multi-select field. Once a selection is made, the field can't be edited later and left blank. We have been told this is working as designed. As a workaround we have had to add a further 'none' option...

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  •  in Workfront Ideas 12/11/17
    It would be great to be able to create your own custom colours when setting up conditional formatting on reports. Th colour choices available at present are very limited.

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  • Excellent points David, I agree these further formatting amends are needed, but there is definitely an improvement. Louise Reynolds Premier Farnell Senior Global Marketing Workflow Specialist

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  • I've had a user report that when typing a comment in the updates via the App, if they have missed a word out in a sentence, they add the word but as soon as they click away to finish the comment or send it, the missing word is deleted? This kept on happening so they had to start the whole sentence a...

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  • We also find this is not logical and have had a lot of complaints that people don't know how to create folders now and assume it is no longer possible. Louise Reynolds Premier Farnell Senior Global Marketing Workflow Specialist

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