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JyotsnaMo
JyotsnaMo
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Creating recurring projects when converting an issue into a project - Workfront 11-02-2022
HAs anyone done anything where they could convert an issue into multiple projects. say if its subscription project for a year i would need 12 projects for each month automatically created when i convert the issue. any ideas on workarounds to achieve this.the users dont want the hassle of creating recurring tasks for each subscription or copying projects

Views

16

Likes

0

Replies

1
sending emails to inform on changes to custom fields - Workfront 03-01-2022
HAs anyone done anything where they are able to either build a report or send automatic notifications to a person or a mailbox whenever there are updates to any custom fields.

Views

16

Like

1

Replies

0
Field validations on custom/native forms - Workfront 06-07-2021
It is high time we include field validation in Workfront we could restrict users from inputting certain type of data/numerals. It makes data governance easier if validations are in place.

Views

12

Likes

6

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0
Not allowing users to close programs if its has open projects - Workfront 06-07-2021
Similar to how a project cannot be marked complete unless all requests/tasks under it are not completed. it would be really helpful if we can apply same logic to stop users from closing programs unless all open projects are marked closed.

Views

8

Likes

4

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0
Re: Templates attached to projects? - Workfront 30-04-2021
Agreed. Definitely need this feature soon

Views

44

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0

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0
Document type in NWE - Workfront 20-04-2021
in the NWE, the document type is not easily visible as seen in the screenshot. User has to navigate to different places to see what type of document was uploaded

Views

9

Like

1

Replies

0
Re: Has anyone had to create a custom group based on a sharecol field? - Workfront 31-03-2021
okay thanks Kyna!I'll submit a innovation lab idea

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22

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0

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0
Re: Has anyone had to create a custom group based on a sharecol field? - Workfront 30-03-2021
I am hoping to group my report based on a sharecol field that I've created. is that possible and if yes how would that code look like?

Views

22

Likes

0

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2
Re: Has anyone done any implementation where we could push documents from Workfront to other systems? We would like to push documents added to a project to another system from where the users could access it. - Workfront 24-03-2021
We have 3rd party web app which is linked to WF via Salesforce. Now we want to be able to push either through WF-SF-then 3rd party tool. or maybe directly from WF to 3rd party tool if thats an option. We are not looking at Fusion currently due to some other reasons; trying to understand if we can do it without it.

Views

12

Likes

0

Replies

0