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WendyWh
WendyWh
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  • Hello! We have a form with a field called "Departments". In this field is an "Other Functions" choice and if this is chosen, we have logic build in to list additional choices. We have a report to show all active projects by department and it's group by the "Departments" field and status. On the char...

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  • 2 questions on the proofing viewer: 1) We have been testing the new desktop proofing viewer for interactive proofs and cannot get it to work. We have downloaded and installed the app, but it won't open. It tries, but ultimately says cannot load proof. I have submitted a help desk ticket and when we ...

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  • I spoke to a Product Specialist at LEAP and she confirmed that for right now it would only integrate with Outlook 365. She recommended posting to the Idea Exchange for on-premise/non-cloud versions as she had heard this from many others. I checked yesterday and didn't see that anyone had added it, s...

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  • One of the questions we have regarding the integration revolves around projects and I haven't seen it addressed in any of the documentation and hoping someone could help. Do you open independent projects in both applications for a project and then create issues/tasks in the WF project to be synced t...

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  • We are looking to use Group Administration capabilities for the System Admins we are having their license access dropped down. Currently we have too many system admins and need to start limiting access to the configuration. The new Group Administration capabilities will give us an access level that ...

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  • Thank you! I found that and tried it, but the burn down chart wasn't didn't work. I thought I was doing something wrong. I appreciate the help. Wendy White AmeriCredit Financial Services, Inc. dba GM Financial

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  • Hello! We have a team who is interested in using Agile in Workfront for their projects. They have a project already built using standard Waterfall parent and child tasks. Is there a way to convert the existing tasks into stories so they can starting using this project in Agile? Wendy White AmeriCred...

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  • Thanks for the tip! I reached out to our consultant as well and his solution was: Custom task fields DE:tasks:fieldName="value" DE:tasks:fieldName_Mod=in With "fieldName" on the first line being replaced with the name of the field on the custom form and "value" being replaced with what value t...

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  • We have created a task custom form to filter when a project needs to be included on an Executive project report. Now I need to add this filter to the report, but I can't get the task filter to show up. I'm hoping there's a way to do it using Text Mode. Any ideas? Wendy White AmeriCredit Financial Se...

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  • We have recently started using the rich media/interactive proofing capabilities for emails. People are really excited, however it requires a URL to work. We have two departments that create Outlook emails that do not generate a URL and we're wondering if there are any options to proof OTF files inte...

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