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StephanieHe
StephanieHe
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Using Date Wildcard on Report - Workfront 05-01-2022
I am trying to filter report to show "Current Year" of billing records between beginning of current year and previous month of current year. I'm using Date: $$TODAYby between $$TODAYe-1m. The report is still showing January 2022 billing record data. It seems like January is throwing off the filter since there isn't a previous month in the current year. Does anyone know of a way to resolve this? I have many reports and don't want to manually change them to fix the problem.

Views

32

Like

1

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1
Report Display Help with Custom Prompts - Workfront 08-11-2021
I've created a custom prompt in a report based on dates, current year or previous year. Can I display a chart in the dashboard with Current Year data only? Or will the chart bring in all of the data based on the report's filter. I would rather the dashboard open with the default custom prompt data instead of displaying prompts in the dashboard. I would love to have a custom chart/display option. Thank you!

Views

23

Likes

0

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0
Re: Can we get the option of right clicking on a document to create a link to that doc? Support tells me this was taken away 10 days ago. Why was that done? - Workfront 18-08-2021
Hi Ellen, Are you willing to share how you are able to share documents to external users? I can't seem to easily find this capabiliity in Workfront.

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10

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0

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0
Re: Can we get the option of right clicking on a document to create a link to that doc? Support tells me this was taken away 10 days ago. Why was that done? - Workfront 18-08-2021
I see that this is an old post, but has there been any clarity on this issue? I'd like to share documents (not proofs) with external users. How do I do this?

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63

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0

Replies

5
How to Share a Document with external user - Workfront 17-08-2021
We'd like to share final documents (not proofs) with external Workfront users. Is it mandatory to add those recipients to our external user list first? And if I add external users, it looks like they get a proof when I share vs. a document. Any advice of how your company handles this is appreciated!

Views

17

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0

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0
Proof Guest User access after approving - Workfront 11-06-2021
Once a guest or external user makes a decision on a proof, do they still have access to asset with their original link?

Views

26

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0

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1
Report Owner best practices? - Workfront 29-04-2021
I've recently had someone on my team who created reports move to another job and no longer can be the "owner" for reports he has created. It's my understanding that I need to copy those as the new owner. Those reports were shared with others, which is the problem if the users have it pinned. Is there another way to do this? Or do I simply notify those people of changing reports?

Views

20

Likes

0

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1
Use of Issues and best practices? - Workfront 08-04-2021
There are project assignees on our team that want to build out more granular tasks and reminders for themselves. Is issues a good option for this and allowing users to create their own? Or is there a better approach?

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19

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0

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2
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