Hello, Does anyone have any ideas on how to create a report filter which would display all projects with have a default form set? Additionally, I would want to narrow the criteria to only include projects which have a particular form set as the default form. I found a reference object for the Projec...

To my knowledge you cannot insert a different type of valueformatting into the calculation but one thing you can try is: valueexpression=IF(ISBLANK({DE:2018 Proposed Tax}),"N/A",CONCAT("$",{DE:2018 Proposed Tax})) Granted this method will be missing any commas in the currency. Justin Renteria SSFCU

Hi Chandra, A few things that standout: When wanting to use an expression you should be using valueexpression instead of valuefield The custom fields fields in the expression should be enclosed in brackets and have DE: added. (please note: the "DE:" portion is only necessary for custom fields) I'd p...

I see your pain point. I believe Work Item may refer to the same set of objects that populate a Work Item report. Issues and tasks are included in this type of report. So if a requester made a comment on the issue then the assigned user should get an email. I tested this in my preview environment an...

It looks like you may simply be missing quotes around the One Day value. Justin Renteria SSFCU

Hi Jill, you can check out your instance's default settings by checking under Setup > Email > Notifications > Event Notifications Then navigating to the Communication grouping. There is a set of notifications that can be turned on and off. Additionally, a user is able to change these settings on the...

Hi Heather, You can add the following code to a Project/Task/Issue report as a text mode column to get what you need displayname=Custom Forms linkedname=direct namekey=category.name tile.name=component.objectcategories valuefield=objectcategoriesNamesString valueformat=HTML viewalias=category.name J...

Hi Vicky, I too am unable to see the functionality in Preview. Justin Renteria SSFCU

Lisa, I haven't experienced any weirdness when using the contains filter criteria. Perhaps the users using the filters do not have view access to the projects. That'd be the first thing I would check. Justin Renteria SSFCU

Christina, I originally learned this during one of Workfront's Live Instructor Led training course which are way more informative (at least I think so) than their on demand modules. It might've been one of the Advanced Reporting courses. Justin Renteria SSFCU