Hi @Nevalee_Hedges we're working on revamping our SA/GA model now that we're in one WF environment. So, far, I can tell that we really rely on group admins to support and disseminate information down to the Groups they support. Also, because WF has given Groups the ability to control more objects fo...

It would be nice to be able to have put a message at the top of the Request page to inform customers about outages or other important information. Right now, the only way to do a  message is to have a Dashboard. The issue with this that WF remembers the last place a user was at. You can't make the ...

Has anyone built a report where the document thumbnail shows in a report against a project. It could also be filtered/grouped by portfolio or program.

This update happens until a request is converted to a project. This seems like a bug and doesn't make sense why a non related person to the request has their name show up. For example, a request was made by a team member to the Q. It hadn't been touched yet. Another person made a request and loaded...

I'm sort of using it for sprint cycles with my team, but curious to learn the best set up, pitfalls, etc. We are using New Experience.

Hi Jill,One way to cut off the Requestors from seeing everything is by reducing their permission levels. Unless your requestors need to do more than making a request, add documents and participate in Updates, they shouldn't be able to anything else. Also, you could look at their Layout template and ...

it would be nice if documents/proofs load could be previewed without having to download the item or open in WF Proof. The same can be said if images are loaded (jpg/pdf).

For the portfolio/program report, you'll need to start with a custom form that captures the information of the roles (account manager, project manager, stakeholder/client, creative director, etc). From there you can build the report to bring that information together in one place assuming you've fil...

If you're interested in the Portfolio/Program report or the approvals and working on reports, I'd be happy to talk more about how we created those so you can create your own. -Tia