But, to answer your specific question Rafal, My company has looked at a
couple third party vendors that came back with costly solutions that we
did not have the budget for. And we are about to talk to a new vendor
about the same thing.
Our leadership really wants to customize the request experience for our
clients and make it a more branded page. Workfront doesn't seem to be
able to provide this and recommends seeking a 3rd party vendor.
Wondering if anyone else has done this and what their experience was.
Hi Anthony,Hoping you may be able to help me out with this. I started
using fields like you have, except for mine I used "Rush?" and switched
places with the "yes" and "no". So it looks like this: Compliance
Date:ADDWEEKDAYS(Entry Date,2) Rush?IF(Compliance Date>Preferred Posting
Date, "Yes","No") And I set a rule in the report we watch that any
request that has "yes" for Rush to highlight in Red. This seems to work
most of the time but I get random requests where it will say Rush when
it isn't ...
Thank you Anthony, I think I am getting the hang of your solution. Do
you know if there is a way to do an "IF, OR" calculation formula? For
example we have one request form that has multiple options. Is it
possible to do IF(Compliance Date>Planned Completion Date,"No","Yes"),
OR IF(Compliance Date>Final FIles Needed,"No","Yes")To account for both
Thanks Ruby I think this is great for a regular daily report, I am
actually going to use the advance options to color the row. However, I
would also like to add this to maybe a weekly report. The "$$TODAY"
wildcard would not work when the report is pulled at a later date.
Wondering how to show the difference between the entry date and due
date, and if it is 1 day or less set a rule or make that the report
Thanks Ruby, Looks like this method would need to be a daily report, if
we are looking for requests with a deadline of today or tomorrow, would
that be 'Between" $$TODAY" to "$$TODAY+1d"? If I used "TODAY-1d" to
"TODAY" that would show the prior days requests that had the deadlines
of yesterday and today?
We have a couple of fields that indicate the deadline depending on the
request type/queue topic. "Final Files /needed" and "Preferred Posting
Date". How can I create a report that shows requests with these fields
being 1 day or less? Seems simple but I am having a tough time figuring
it out. I would want to pull this report regularly to show leadership.I
guess it would need to show requests where the submission date and the
deadline field are 1 day or less. Would that involve a calculated field?...