When you select an existing custom field from the library while creating a custom form, you see the notice: This field is being used on other forms. Changing it here will also change it on those forms. Since we have a request & project copy of nearly every custom form, so we see this message all the...
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...
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...
When our users need help in Workfront, many of them instinctively click the existing Help button/icon/link to find answers. While this is great for administrators, it is not at all useful for our end-users/requesters and often causes frustration and confusion. We tried setting a Custom Help URL, but...
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
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...
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...
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...