So I've confirmed User 2 with the 'Worker' license is able to revise custom forms submitted by other users....so that's a win! Still wondering if WF has "phased" notification of sorts....meaning since User 2 was initially automatically pinged by WF when User 1 submitted the form (phase 1), is there...

So I'm attempting to streamline an internal process we follow to request part #s setup in our ERP. I've attached a screenshot of the ideal process flow, but basically the key steps are as follows:An event triggers a part # to be setupUser 1 (owner) initiates request with high level detail (name, des...

Found out where I had done this previously for anyone interested  displayname=Programlinkedname=programnamekey=view.relatedcolumnnamekeyargkey.0=programnamekeyargkey.1=namequerysort=program:nametextmode=truevaluefield=program:namevalueformat=HTML

I'm sure this is pretty elementary and I know I've done it before, but for the life of me can't recall how to do this..... I'm setting up a new view and would like to show the Program Name in the view but the only option I have is Program ID, which is just a string of characters. Anyone know the co...

Hey WF forum, Wondering if anyone has any thoughts on how to solve my current situation! Here we go.... Basically I'm trying to keep tasks durations as close to a realistic calendar as possible when assigning tasks. In this example, let's assume my project tasks are timed and sequenced appropriate...

The option you mentioned that allows me to "Run this report with access rights of:" myself is exactly what I was looking for! I added myself to that field and logged in as the manager and am able to see exactly what I see - going to tinker around with a few minor things to confirm this functionalit...

Thanks Katherine - I didn't know about the "Personal" criteria, thank you for sharing that! However, I was able to still see the ad hoc tasks on the report I built with the filters shown in my screenshot. When I added the filter you sent over, it didn't change the format of the report and when I log...

Hi Katherine, Appreciate the quick and thorough response! Please see my comments below: Access Level - add'l restrictions - do you have any special settings in here for viewing only certain companies/groups? If so, do the people and their managers all belong to the same company? All team members (...

Currently I have an assignments report setup exactly how I'd like it, showing all tasks by user and I'd like to now provide this report to their managers per their request. However, when I share the report with a manager, they're unable to see the tasks I see. I have an admin account but the Manag...

Hi Richard, This is immensely helpful - thank you so much for pointing me in the right direction! By chance, do you know how to filter this report to a specific user's tasks? The current code as-is shows all users tasks / issues, but I'm curious how I could create this report for a specific user. ...