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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 14-08-2021
I've done the first bullet point and use it quite a lot. Would also use the other two options if/once available. Another option would be a "view as" option when building/testing reports and dashboard. Maybe a drop down for user, role, team, group, layout (and/or typeahead field) without having to log in as that user. (Psst would also love to be able to preview reports and dashboards before saving them thereby reducing some repetitive steps - "am visual").

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24

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0

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0
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
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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0

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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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0