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VicAl
VicAl
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  • Hi Amanda, Yes, this is a "feature" in WF. When a Request is set to Awaiting Feedback, WF will automatically change the status back to In Progress when an update is made. It's assuming you received the feedback you were awaiting. So in this case you happened to choose In Progress as your Approval tr...

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  • Hi Skye, The Task Constraint of the Parent will definitely impact the dates. For me ASAP always works best and returns order to my world. Have you tried ASAP on the Parent Task Constraint? I know you said "nothing logical" would work, but I'm not sure if you consider ASAP as logical in this case  ....

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  • Yes!! Upvoted! 

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  • No you're not dreaming, they fixed it (mostly). It's much better. I did just discovered an issue when you filter by a date range. It basically ignores the date range (so you get everything ). They know about it and asked if we can wait for the new search functionality which they expect to come out i...

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  • Hi Bob, Well you can, but because of the way to create a Recurring task, it's not the most efficient. You'd have to create one recurring task, then create the other. Then link all the Task 1's to the Task 1's of the 2nd task etc. If I were doing it, I'd just create the two tasks (attach the approval...

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  • Hi Andy, We haven't gotten to that level of sophistication yet, but if we do, I would simply create fields in a Project level custom form and state the goals and the results there. Then you can create a project report on all those fields.

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  • Hi Janine, Unfortunately not at this time in native WF. Not sure if it's on the horizon, but there was a time we couldn't even get to the 1st level manager, so there is a chance they do a feature upgrade. The only way to do it currently is via an API. Sorry.

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  • Hi Mathew, Could you use the filter on Role Id (Assigned To >> Role ID) and pair that with the Task Assigned To?

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  • Hi Jessica, Sure. We have a Project Status Reporting form attached to each project that the PM is to update once a week. It contains the items that have the opportunity to move each time the PM updates their plan (i.e. forecast – both time & cost, etc.). In that form we have the (Green, Yellow, Red)...

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  • Yeah we had a similar issue. We also wanted to be able to take information from PeopleSoft (and now ADP) to bring into a profile by default. So we created an API integration to onboard and offboard WF ID's for us. It works great and saves me a TON of time manually adding and removing people.

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