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SkyeHa
SkyeHa
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  • Oh, PS @Jill Ackerman : if for some reason your team operates in this way: Review/request/external license folks will not be able to edit this custom form. -skye

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  • I would love it if reporting were a whole lot more editable for sure. I've gotten comments about "can I bulk edit my Work on It button", "can I even HAVE a Work on It button", "can I log my time in a report",... basically a lot of users would like a report that works the same way the My Work area us...

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  • yep, I agree with Dustin. The relevant link is here (step 15 https://support.workfront.com/hc/en-us/articles/216668788-Creating-Custom-Forms ) and it's one thing you really need to understand about access to forms. (The other is in step 14, because sometimes people's section breaks get messed up)

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  • um... close. Steps to duplicate: 1) Create your field as normal2) Create your form and put the field on it as normal3) don't attach the form to anything, but it's not a fake form and it's not "unused"4) create your view or report with that field as a column in it.5) inline edit: this will force the ...

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  • >protip< If you are only using the custom field in one custom form, you don't have to do that. i.e., if I made a new field for a user, and put it on a task custom form for them, I would just add the column to the project view. When he wants to use it, he just inline edits the cell and it will pull t...

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  • Description field would work if you weren't using the description field for anything else. If the lines were all that short, a single text line field in a custom form would work as well. -skye

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  • really the best bet would be to report on the project's entry date. At least it would give you the number of projects created at on any given day which you could aggregate to week, month, or year and YOY. -skye

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  • I don't think you can email a project. The Outlook integration is the closest thing I can think of, where you update a project with a pre-received email. "https://support.workfront.com/hc/en-us/articles/228432648-Setting-Up-Workfront-for-Outlook" title="https://support.workfront.com/hc/en-us/article...

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  • oh, sure, no problem. This link should help. "https://support.workfront.com/hc/en-us/articles/216599038-Understanding-Text-Mode" title="https://support.workfront.com/hc/en-us/articles/216599038-Understanding-Text-Mode">https://support.workfront.com/hc/en-us/articles/216599038-Understanding-Text-Mode...

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  • hi Stephanie, your question about color coding can probably be answered by this link: "https://support.workfront.com/hc/en-us/articles/217195897-Using-Conditional-Formatting-in-Views" title="https://support.workfront.com/hc/en-us/articles/217195897-Using-Conditional-Formatting-in-Views">https://supp...

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