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MartyGa1
MartyGa1
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  • Unfortunately, the native fields cannot be changed in a request. This has been a sore spot for years, especially where the "SUBJECT" in the form gets stored as the NAME in the actual request, causing lots of confusion for people down the line (until they learn to ignore it). You can change these in ...

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  • Interesting! I've seen the same thing in certain circumstances and could not identify WHY! It seemed so random, but loos like you've hit it. Looks like there may be some sort of bug in the display of the TEAM REQUESTS in the HOME area. Has anyone opened a ticket on this yet? Marty Gawry CapabilitySo...

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  • Yes, Daniel, It is possible to update parameters via the API. To do this, you'll need to GET the parameter options, update the list of parameter values (objects) as needed (e.g. change the IsHidden value, change the displayOrder, add new options [leave the ID blank] ), then put the updated parameter...

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  • I've been working with quite a few clients on Workfront to Workfront integrations and the possibilities are endless! Here are some common, yet powerful, use cases. 1) Convert a request to either a project, program, or portfolio. You could extend this a LOT of ways, such as using a custom date field ...

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  • When I search, I come up with a link, but the explorer itself appears to be missing! The info indicates the following. Note though, that there is NOTHING after the "The following objects are available....". No explorer. Is this a browser setting issue or something not tested in the new help site? ...

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  • Another option you may want to consider is having the user add an issue to the task. You can process the issues together into a change order and resolve them as you go. This could be an issue type of change order, something that exists out of the box. If you need to add a custom to any issue logged ...

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  • Out of the box, this is not possible. The conversion is limited to converted the issue (request) to a task or project. However, if you have Fusion (or your own internal coding using the APIs), you could trigger a flow based on a new request of a certain type, or a request in a certain status, that w...

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  • Barb - Have you thought of using dashboards that contain all work assigned, whether task or issue. This would operate similar to a request queue, where the dashboard report contains all assignments, whether tasks or issues, and can be completed as needed to fulfill the timeline of a project or a sta...

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  • Deleting the task will delete all associated references, including the assignments record, and of course, the notes records. The notes (updates) need a reference point to which they are attached so that the work context is maintained. Long answer to, yes, the updates will be deleted when you delete ...

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  • Dave, WF calculations can be VERY picky and still not throw errors. Try changing your " to ' as follows: IF(CONTAINS('BB - Capitalized Safety Project',EA Type),'Safety / Ergonomics',IF(CONTAINS('BB - Capitalized Equipment Repair / Upgrade',EA Type),'Equipment Repair / Upgrade','a')) Marty Gawry - Ca...

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