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AnthonyIm
AnthonyIm
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Re: Display just the last expense for a project in a report - Workfront 19-05-2022
Hi Tammy - Unfortunately, at the moment, I don't think there is an option to limit the amount of items displayed in a collection. I know the community has found some workarounds for tasks due to some addition filters you can put in the IF statement. But that won't work with the expense object type. The only thing I can think of is maybe you do a collection of Not Billed expenses. Kind of show what still needs to be billed to the client. (Of course, that only works if you are using billing record...

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Re: Pull Project Level fields into a Custom Form? - Workfront 19-05-2022
Hi - you will need to do a calculated field on your task custom form. The first calculation is Project.Name The second calculation is Project.Owner.Name

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Re: Creating a Cascading Dropdown in a Custom Form - Workfront 13-05-2022
I do have an example to show So first the user picks a region and then based on that select, one of three boxes will appear via display logic. After they select their country, I have a calculated field that pops in the value so that when I'm reporting, I can use that field and get all countries in the same grouping/chart. NOTE: You can see that the label is the same for all three fields but the name is different. That is important. And for the calculation, I just did something like IF(TEST REGIO...

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Re: Custom field that stamps a value from another field - Workfront 22-04-2022
Oh, that is my bad... here you go! IF(ISBLANK(Original Planned Completion Date),Planned Completion Date,Original Planned Completion Date)

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Re: Custom field that stamps a value from another field - Workfront 21-04-2022
It is the custom field. Here is how it looks to me in my instance Is maybe the format not set to Date?

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Re: Custom field that stamps a value from another field - Workfront 21-04-2022
You should be able to use Default Baseline Task for a lot of your reporting. Planned hours, start dates, end dates, etc. As for the calculation, did you do the first step? Create the field, leave the calculation blank, and Save? You need to do that first so that the field is created. Then you can go back in and put the calculation in.

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Re: Custom field that stamps a value from another field - Workfront 20-04-2022
Hi, I'll give you the formula, but you might want to use the baseline to capture this info so you get all info (planned start and completion date, as well as hours). In your setup, you can have your in your project preference an option checked that captures a baseline automatically when you convert the project from Planning to Current the first time. This allows your PM to adjust planned dates from templates and kick off meetings, but lock the info in place once the project is Current. With my f...

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Re: Projects listing filter: to show projects where user has incomplete tasks only (do not show projects where user has completed all tasks assigned to them) - Workfront 14-04-2022
Hi Olivia - Here is what I use for the exist filter. EXISTS:1:$$OBJCODE=ASSGNEXISTS:1:assignedToID=$$USER.IDEXISTS:1:assignedToID_Mod=inEXISTS:1:projectID=FIELD:IDEXISTS:1:task:status=CPLEXISTS:1:task:status_Mod=notin Just make sure you do all the project level filters first and then switch to text mode and paste that on the bottom. It will be for all projects where you are assigned to a task that is not complete. Hope that helps

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Re: Do you have questions from Experience Makers The Skill Exchange on Apr 13? - Workfront 13-04-2022
Hi Everyone - for those that have questions or use cases for Calculated Fields, we have a thread going on here: https://one.workfront.com/s/question/0D54X00007Y8fnLSAR/skill-exchange-continue-discussion-on-calculated-field-session Feel free to join us there as well.

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Re: Task list in text mode - Workfront 13-04-2022
Hi Dan - at the moment, there isn't a way to sort a collection At my last agency, we worked with @Doug Den Hoed‚ and his Magic Reports tool so that we could get the collection to sort and to have conditional formatting.

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