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Maddy-Martin
Maddy-Martin
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  • Hi @Dustin Martin ! I came across this thread today while trying to find a way to inline edit Updates on a task report. Is that functionality still unavailable? Looks like it's been awhile since you posted this comment, so I wanted to check.  Thank you! Maddy Martin

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  • I'm more fond of using assignment users than assigned to @Skye Hansen Can I ask what the distinction is between these two fields? This is something we've been trying to figure out as we work to standardize our reports. I know "assigned to" well enough, but I can't seem to pin down exactly what "assi...

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  • We're going to attempt something similar using Fusion. Like @Sean Sanders said, it's a bit ridiculous that this isn't an out of the box feature, and requires an additional software purchase to achieve without having to write full API scripts. If you do have Fusion, then this sounds like something yo...

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  • I just posted the below on the Idea Exchange and I'm shamelessly trying to get some traction on it. I would really appreciate any upvotes! The link to my post is here: https://experience.workfront.com/s/idea/0870z000000XhgtAAC/detail When our users need help in Workfront, many of them instinctively...

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  • You probably already have, but I'd definitely submit this as a Support ticket. A similar issue happened to us earlier this year, and they were able to resolve it.  Maddy Martin

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  • Hi Kevin! Unfortunately there's not a great way that we've found to decommission a specific custom field within a form without deactivating the entire form. What we've done to circumvent this is below: Copy the custom form (keeping the same object level) Remove the fields that are no longer neede...

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  • Thanks @Heather Kulbacki that's really helpful! It's sounding like we'll need to stick with document approvals unless we can somehow customize the task approval process. I've reached out to our account reps but haven't heard back (our original rep left so we're kind of floating right now with tempor...

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  • We're having some trouble surrounding our review and approval process, and I'm hoping to gain some insight from the community. We've been using document approvals (since you can do more reporting with those compared to proof approvals at the moment), but there's a lot of manual adding/removing of ta...

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  • This would be a great feature! Even cooler if down the line we can customize what initial options are shown based on company/group/team, etc Maddy Martin Fairway Independent Mortgage Corporation

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  • @Narayan Raum great idea to bring this back into the thread! It was a little off topic so I wasn't sure at first. But you provided great info worth sharing! Thank you again. : ) Hi Narayan! I have a quick question for you relating to text mode reporting. I'm trying to improve our reports and I know ...

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