Expand my Community achievements bar.

HollySe
HollySe
Offline
Type
  • All
  • Questions
  • Discussions
  • Ideas
  • Blogs
Filter by user contributions
  • Is anyone aware of a way to transfer ownership or a board? Even a possible workaround solution?

    Type

    Questions

    Views

    289

    Like

    1

    Replies

    1
  • Proofs should always have a decision made on them as a best practice. I would advise project owners to go back to the items on your list from closed projects and make decisions on those proofs so they fall off the report. 

    Type

    Questions

    Views

    2.2K

    Likes

    0

    Replies

    4
  • This is what you need:  

    Type

    Questions

    Views

    2.2K

    Likes

    0

    Replies

    6
  • I would try Project Completion is not equal to 100% or Proofing Decision is equal to pending and see if either of those give you the results you are looking for. 

    Type

    Questions

    Views

    2.2K

    Likes

    0

    Replies

    9
  • Are the externals set up with user accounts within Workfront? If not that would be the first step. Then, check the access level permissions and make sure they are allowed access Dashboards. I would reach out to WF support for guidance on APIs. You may need Fusion if you do not have it already.

    Type

    Questions

    Views

    2.3K

    Likes

    0

    Replies

    1
  • I don't know your system set up so I can't give you an exact step by step but.  1. Check the users' access level and make sure they have dashboard view permissions.  2. Set up and "External Users" group or team and add the users to it 3. Try sharing the dashboard again to those users once you have c...

    Type

    Questions

    Views

    2.3K

    Likes

    0

    Replies

    3
  • Oh! Our external users cannot access ProofHQ so the above steps is what can be done within Workfront as a work-around. A deadline date column can be added to the native Workfront report to meet your needs. 

    Type

    Questions

    Views

    2.3K

    Likes

    0

    Replies

    0
  • While you were in the edit view of the report, open the report option and enter in someone you know would have outstanding proofs into the "Run this report with the Access Rights of:" field. When you close you should see what that user would see if they have pending proofs. Just make sure you remov...

    Type

    Questions

    Views

    2.3K

    Likes

    0

    Replies

    2
  • This can be achieved natively by using a Proofing Report. Your filters will want to be something like the following: Proof Approval> Awaiting Decision = True Approver>Name = $$USER.ID   Columns can be adjusted to include a link to the document and deadline date.    Add it to a dashboard and pin to t...

    Type

    Questions

    Views

    2.5K

    Likes

    0

    Replies

    21
  • As of right now, there is not a way to combined already loaded documents into one proof. The docs could be downloaded, combined as pages into a single PDF file and re-loaded for proofing as a workaround but that isn't terribly efficient. One drawback of combining multiple files in this fashion is th...

    Type

    Questions

    Views

    759

    Likes

    0

    Replies

    0
Top badges earned by HollySe
Customize the badges you want to showcase on your profile