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MikeHa1
MikeHa1
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Calculated Data from Company Custom Form to Issue Custom Form - Workfront 17-08-2022
I have been able to successfully use calculated data from a Company Custom Form to a Task and/or Project Custom Form, but I'm struggling to get it to work on an Issue Custom Form. Any ideas? I have the following fields in a Company custom form, I would like it to populate into the Issue form based on the company chosen: Business group & Business type. Open to suggestions. The field in the Issue custom form where the Company name is captured is {Client}; I tried {Company}. {Business Group} and {C...

Views

11

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0

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0
Re: Add or edit an image or other asset widget in a custom form - Workfront 17-08-2022
Thank you! that worked. The instructions listed in the demo were clearly incorrect. Appreciate your help!

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50

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0

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0
Add or edit an image or other asset widget in a custom form - Workfront 16-08-2022
I have been trying to add a PDF widget to a custom form and foloowed the instructions to use the Preview link of the Document in the url of the field. Yet, the url expires and when I try to view the PDF in the form in a live environment, it is showing an error message. Has anyone had any luck adding a PDF widget in their forms?

Views

91

Like

1

Replies

3
Re: Can regular (non admin) users toggle between Classic and New Experience UI's? - Workfront 23-11-2021
You would need to have at least Group Admin access to be able to switch between Classic and NWE.

Views

20

Like

1

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0
Re: Field that links to actual project expense in Expense Report - Workfront 10-11-2021
Yes, all you need to replace is the valuefield to description instead of ID. See below: case.0.comparison.leftmethod=val(templateID)case.0.comparison.operator=nncase.0.comparison.operatortype=stringcase.0.comparison.truemethod=nested(template).HTML(name)displayname=Expense Descriptionlink.comparison.leftmethod=val(referenceObjID)link.comparison.operator=nnlink.comparison.operatortype=stringlink.comparison.truetext=link.linkproperty.0.name=IDlink.linkproperty.0.valuefield=topReferenceObjIDlink.li...

Views

48

Like

1

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0
Re: Field that links to actual project expense in Expense Report - Workfront 09-11-2021
Try adding the text below: case.0.comparison.leftmethod=val(templateID)case.0.comparison.operator=nncase.0.comparison.operatortype=stringcase.0.comparison.truemethod=nested(template).HTML(name)link.comparison.leftmethod=val(referenceObjID)link.comparison.operator=nnlink.comparison.operatortype=stringlink.comparison.truetext=link.linkproperty.0.name=IDlink.linkproperty.0.valuefield=topReferenceObjIDlink.linkproperty.0.valueformat=stringlink.lookup=link.viewlink.nestedobjcode=string(topReferenceOb...

Views

48

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0

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0
Re: Quick Tip: Attach a Scenario Overview with an explanation of the Business Purpose of the Scenario to the first module in every scenario you build. - Workfront 22-10-2021
How do you add a Scenario Overview? Are you referring to adding a Note to the Module?

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18

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0

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0
Re: Auto-assign tasks to Project Owner - Workfront 20-10-2021
Randy is correct; that is exactly what we did.

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52

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0

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0
Re: Auto-assign tasks to Project Owner - Workfront 20-10-2021
We had a similar need with our projects. The solution we were able to use was to utilize Fusion to auto-assign the Project Owner to tasks where the Template role was Account Manager. We have found that Fusion has been the best option for any automations.

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52

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2

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0
Re: Page load times - Workfront 19-08-2021
I work in both Central Time and Eastern Time Zones in the US. We have teams in just about every time zone in the US and Canada. All experience similar latency issues. As for time of Day, morning, noon and night just about every day. I am permanently in NWE.

Views

81

Likes

0

Replies

3