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MarkWi
MarkWi
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Generate an Approval Audit Trail and Create/Upload Document to the Task - Workfront Fusion 2.0 11-11-2021
I am trying to build a scenario that will collect stage approvals from a task approval process after final stage approval, create a document with the stage approval, and then upload to the task. Scenario setup: I am watching updated tasks to see when Task approval workflows are complete. From there I am collecting more task data, owner data, and assignee data. Then I create a record to update to add a note and change the status from "In Progress" to "Approved". I'd like to capture the approvers ...

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7

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Re: "Log In As User" Advanced Features - Workfront 30-04-2021
I also found that pinning setup to the navigation bar was helpful. Would like to see the option on the user profile menu with edit and deactivate functions. Would also be nice to have the option in the User management view.

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24

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Automatic Proof Summary File Name with Document Name and Version Number - Workfront 21-04-2021
When downloading a proof summary or choosing to print a proof summary the file naming convention is general and does not readily identify the file. When choosing the print option the file is named Workfront Proof.When choosing to download PDF print summary the file is name with the proof reference ID that cannot be search in Workfront.I would like to explore the possibility to have the proof document name with version number to easily identify the proof in the file name without having to manuall...

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4

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1

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0
Re: Leap User Group Follow-up (July 1, 2020) - Marketing Workflows & Approvals - Workfront 01-07-2020
Hi Monika, You can apply an approval workflow to all incoming requests in the request queue and/or routing settings.

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47

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1

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1
Re: Let's see your smiling faces! (If you do, you could be the lucky winner of a gift card!) - Workfront Archived Groups 26-05-2020
I already have a profile picture, but maybe it's time for an update. Hope everyone has a great day!

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50

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Re: Can you restrict task viewing outside of access level? - Workfront 18-03-2020
The opposite will occur if they have no access. Stakeholders will not be allowed view access unless you permit their access to view tasks. I would add task "view" rights to the access level and control what they can see through sharing by assignment or inherited rights when you tag them. Mark Wilson Centene Corporation

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12

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Re: Can you restrict task viewing outside of access level? - Workfront 18-03-2020
Good morning Christina, Access to objects is controlled by a combination of Access Level settings and Sharing settings. If the stakeholder's access level permissions are set to View or Edit, they will be able to see projects/tasks. A user cannot be given permission to do something that is beyond their access level. When you assign or tag a stakeholder in a project update, the stakeholders will gain inherited rights due that align with their access level. When you share a project/task with stakeh...

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12

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Approvers and Status Column with Team Approvers - Workfront 20-11-2019
Does anyone know the text mode syntax to list team members of the current task approval stage when a team is assigned to the approval task? The approvers and status column lists the Team name, so I would like to include a lookup column in the project and/or report so my coordinators will not have to look up the team members every time. Thanks, Mark Wilson Centene Corporation

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8

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Allow One Approval Decision on Group Approval Assignments - Workfront 17-09-2019
Include "Only one decision required" checkbox on stages where a Group or Team is assigned to the approval task that will require only one member of the group to approve for the individual approval stage. This way you can manage workflows at the Group/Team level instead of updating both workflows and Groups/Teams.

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5

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2

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