I'm creating a Note Report to show all of the updates added by a user across our WF instance- grouped by project. I'd like to add the user's name and entry date to the note column. I rather have it all in the one column than to have separate columns for the note owner and note entry date, if possibl...

Hi- I'd love this as well- has anyone figured this out? Thanks!

For instance, I know I want all the content tasks of the new project to be assigned to xx person. In the scheduling tool, I chose the role (content specialist) in the dropdown and then in the second dropdown, chose the xx user. All of the tasks assigned to that role were assigned to that user. I don...

Is there a way to only have the completed fields from the request form appear in the task level (like it does on the project level details)? We have a couple of hundred fields in our project request form and I wouldn't want to muddle the task form with all the empty or N/A fields.

I'd like to be able to sort by any value field in a report. We have instances where apparently the field that we're pulling is so far from the original data table that the report is on, it prevents it from being sortable. But any column should be sortable. Even better, don't have it so columns could...

Thank you so much, this was really helpful. I also added an EXISTS:1 for 'project status equates with' to just show those that are 'open'. So far it seems to be what I needed. Thank you!

We currently use a project report that users can see a list of open project on which they're a team member. A few users have asked if the report can be revised to only show projects on which they still have open tasks. They rather not see projects in their list if all if their tasks are completed, e...

When adding a column in a report that references a collection, that column should be sortable within Workfront as well, instead of having to export and sort in Excel.Use Case: I created a project report and added a column for a manager's team members who are part of the projects.

I created a project report and added a column for team member. I'm unable to sort by this new column when viewing the report within WF. I thought you could sort by any report column without having to export into excel? The code I used for the column is below.

We'd like the comment box that appears when making an approval decision on a document be more useful. Right now, the box has a low character limit and isn't scrollable. USER CASE: the approver adds a few small changes, that the document owner needs to make, in the comment box. When double checking w...