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JenniferGu
JenniferGu
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  • I'm trying to create a report that will group the tasks of a project by the role assigned. I tried to group by Assigned To -> Name, but nothing populated. I also tried to group by Assigned To -> Role ID, but the same - nothing populated. I tried to group by Task -> Assignments, which does populate t...

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  • Hi Benetta, that worked! Thanks for the help. Jen Jennifer Gulledge Elkay Manufacturing Company Inc

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  • Is there a way to restrict a custom form to only show up under one Request Type? I have a custom form that I'd like people to populate if they're opening up a Change Order, but not if they're opening up an Issue or Request. Any one able to do this? Thanks! Jen Jennifer Gulledge Elkay Manufacturing C...

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  • Layne, I saw your comment about swapping out people for roles under People tab if roles are assigned in the template. I tried that out, as we have roles assigned in our templates as well; however, no roles showed up under People. The only listings were actual people. What am I missing? It would abso...

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  • Thanks for all your help. I tried a few things based off of your feedback, and I was able to get it working. It ended up being the syntax of my custom fields. The formula didn't like that I had a $ in the name of the field. Jennifer Gulledge Elkay Manufacturing Company Inc

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  • Hi All, I'm trying to create a calculated field on a custom form that subtracts one custom field from another. Is this possible? I'm using SUB(field name,field name), but it doesn't accept it. If I use actual Workfront built in task fields, the formula is fine with the same syntax. I'm assuming it's...

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