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HeatherLa2
HeatherLa2
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5

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42

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Re: Can you make New Workfront Experience default for new users? - Workfront 20-07-2021
Thank you for your response. Yes, I already use the New Experience area in Setup to enroll users. I was looking for an easier way to move people over when they get auto-provisioned into Workfront. I do a bulk edit on new users and update access levels, layout templates, etc, and was hoping there was something within the user profile so I could easily just update that as well, without having to go into another screen. So I think adding the users to a specific group will be the easiest way to go a...

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Re: Is there text mode to get the sum of a calculated date difference in a Task Report? (Updated with text mode solution!) - Workfront 01-03-2021
I figured it out, so here is the text mode in case anyone would like it: aggregator.displayformat=compoundaggregator.function=SUMaggregator.namekey=Weekday Difference between Handoff and Actual Completionaggregator.valuefield=Weekday Difference between Handoff and Actual Completionaggregator.valueformat=customDataLabelsAsStringdisplayname=Difference between Handoff and Actual Completionlinkedname=directnamekey=Weekday Difference between Handoff and Actual Completionquerysort=DE:Weekday Differenc...

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8

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Re: What are creative, visual ways to show milestone data within projects? - Workfront 12-02-2021
Hi - once you start changing groupings with text mode, you can't use charts or matrix groupings. We've done your idea about creating pivot tables and charts in Excel with Workfront data. You just setup all the columns in Workfront and then when it is in Export (either you export manually or if it is auto-delivered to someone), you just paste it in the data table. Then you just refresh the pivot table or chart and the data updates.

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6

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0

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Re: Document Approval Report with Project Status Filter - Workfront 28-09-2020
For the approval request being assigned to the $$USER.ID we use this: proofApprovalStatus:proofApprovalStatusLabel_Mod=notblankproofApprovals:approverID=$$USER.IDproofApprovals:approverID_Mod=eq This is on a document version report rather than just a document report. I don't know if that makes a difference.

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19

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Re: Adding project custom form information on to a custom Task Tab - Workfront 08-02-2021
@Anthony Imgrund‚ - this was beautiful! Thank you so much for this!!

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13

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Re: Any tips or tricks for sharing Calendar reports? - Workfront 28-08-2020
Thanks for your post! Currently we don't have an "at a glance" solution, but this is something other customers have also brought up so it is on my "list" of things to explore when it comes to designing a solution, especially for those external folks you're sharing the calendar with.

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Re: Calculated field for two custom date fields? - Workfront 07-08-2020
Hi, @Anthony Imgrund‚ and @Skye Hansen‚ - I really appreciate both of you stepping in to help! The CONCAT calculation worked exactly as I needed it to and now I have the calendar up and running just the way our users want to see it. Anthony, I didn't try your calculation, only because the CONCAT that Skye recommended worked. Thank you so much for responding! Have a great weekend!

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22

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Re: Calendar Report: dates shift based on user timezone? - Workfront 29-05-2020
Thanks, Doug! Love your solutions but not sure we can add in another vendor at this point to get what we are looking for. Looks like it is back to using the manual Sharepoint calendar. Have a great Friday!

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17

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Re: Reporting Question: Task URL field into a Project Report? - Workfront 28-05-2020
Hey @Doug Den Hoed‚ and @Heather Lambert‚, I've added this example to the WFPro Text Mode Examples under the "Views + Collections" section for future reference. Thanks,Narayan

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Re: Reporting Question: Calculated field taking in two different fields for one response (nested IF statements, plus an additional value field) - Workfront 19-05-2020
I echo Doug's congratulations and thank you for sharing your solution! I'm 100% sure someone else will want to know how to do this in the future!

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20

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