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JanelleHi
JanelleHi
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Re: How do I pull a retroactive report to see how many projects were still open at the end of each quarter? - Workfront 20-10-2021
Hi- I'd love this as well- has anyone figured this out? Thanks!

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When creating a project from a request, and using the workload balancer to assign the tasks, is there a way to bulk assign like there is in the original scheduling tool? - Workfront 24-09-2021
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't see anything like that in the workload balancer. All I could figure out was to click the ellipses next to each unassigned task and then click 'assign to'. That is not efficient.I couldn't find anyt...

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16

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Re: What's the correct format/method for porting fields from a project-level custom form over into a task-level form via calculated field? - Workfront 18-05-2021
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.

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20

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0

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Re: Sort by ANY column, including custom fields - Workfront 01-04-2021
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 be categorizes as 'too far from the rest of the table'. Also, those columns that reference collections should be sortable.Other innovation idea to vote on: https://one.workfront.com/s/idea/0874X00000...

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57

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Re: Project Report for only tasks that are open for assignee - Workfront 15-03-2021
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!

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22

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Project Report for only tasks that are open for assignee - Workfront 12-03-2021
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, even if the project is still open for others to work on. I prefer not to use a task report in this instance- just need project info, not a list of tasks. I know there are (severe) limitations on crossi...

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22

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Allow report columns that reference collections to be sorted like other columns - Workfront 04-03-2021
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.

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7

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Column in report isn't sorting - Workfront 25-02-2021
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.

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18

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Make comment box during document approval expandable/scrollable, more characters - Workfront 25-02-2021
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 what they typed, they can't scroll or expand the box to see the full comment and/or to edit the comment before submitting it.

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14

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6

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Re: No Subject - Workfront 25-02-2021
I have a large dynamic custom form that includes several paragraph text fields and it's impossible to change these to the new rich text field due to having to create a new name for all those fields in order to maintain the history of the original fields. The names of the fields we have now are what they should be so I shouldn't have to change them. You should be able to change between any open text type for any open text field and keep the history. Really hope this change happens this year.

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67

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0

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1