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SteveTe
SteveTe
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  • Is it possible to apply column rules to calculated column in a report? I have calculated variance between planned and actual hours @ task level and want to make any results less than 0 present with green text and results greater than 0 display red text. Steve Teitelbaum Federal National Mortgage Ass...

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  • David- Thanks! I was on the right track, but you straightened me out. steve Steve Teitelbaum Federal National Mortgage Association (Fannie Mae)

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  • I don't know if I'm missing something obvious, but I want to use whatever filter is used for the "Projects I'm On" tab in a report format. I've looked at the filter in that tab and I don't see any filter that would define this. Can anyone tell me if this is possible and, if so, what is the proper fi...

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  • Before I spend time building it, I'm curious whether anyone has tried this. My use case: I have producers creating assets and two different sets of approvers - Internal and Externa - usually run consecutively. I want to be able to track effort for each function (production and review/approval) separ...

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  • Correct. It can be done by setting up Workflows in the Proofing tool, but not using WF's document approval. Steve Teitelbaum Federal National Mortgage Association (Fannie Mae)

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  • Create task report for $$USER.ID that lists projects - ONLY ONCE I want a report that lists projects where a user owns at least one task. The project name field should be clickable

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  • Correct. I can't send it to the sponsor. But, if I can send the already-formatted email to the Project Owner, they can just forward it to the right person. Ideally, I find a way to spare my PMs from having to craft the email...forwarding is the next best option.

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  • So, the Email Notifications and Custom Email appears like it would send an email template to a limited list of users (Owner, Entered By, Project Team, etc.) based on a qualifying time period (i.e. 1 hour after actual completion date). [Setup=>Email=>Notifications=>Reminder Notification/Email Templ...

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  • Laura- I couldn‚Äö√Ñ√¥t find a way to make that report work either. That‚Äö√Ñ√¥s why I think it makes sense to remove all sharing access on to-be-deleted reports and then wait to see if anyone misses it. steve

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  • I am hearing lots of complaints from our external design team regarding the incompatability of PDFs exported from the WF proofing tool. Specifically, comments not aligning with pages in documents and some comments not showing up at all. Aside from granting all external designers licenses to access...

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