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NicholeVargas
NicholeVargas
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  • Adding a reply here so the following text mode filter exists in the Experience League Community (and search) for those interested in project template cleanup.EXISTS:A:$$EXISTSMOD=NOTEXISTS EXISTS:A:$$OBJCODE=TASK EXISTS:A:entryDate=$$TODAY-1y EXISTS:A:entryDate_Mod=gte EXISTS:A:templateTask:template...

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  • @Beth_Dawson Looks like @Srinija_N offered a solution below, which I'd also recommend! To just add on, whenever you are wanting to pull in multiple Workfront objects to a report (ex: both tasks and projects), I recommend starting off with the object that has the 1:1 relationship, which in this case ...

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  • @AlyssaTrainor New videos/tutorials for Workfront Planning recently came out, so wanted to share!Adding Planning to your instance (License plans and such)Creating a Workspace (Getting started with the foundation for Planning)Create and Manage a Record TypeCreate and Manage Table Views

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  • @KellieGardner I reached out to the Product Manager for clarification on this! I'm also not able to compare 2 fields in a filter using the FIELD:ID option in text mode, so let me try and get more information. 

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  • @JHulet An Hour Report only pulls in logged time, so if you are looking for tasks that have 0 actual hours, I would expect zero results. You may be better off running a Task Report that filters for Planned Hours > Greater Than > 0H and Actual Hours > Equal > 0H.

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  • There is also the option of comparing two fields using a filter, so that you don't have to use conditional formatting - just an idea. See Tip #3 from the 10 Text Mode Tips workshopYou can download the slide deck from that link and watch the on-demand recording (tip #3 starts at the 21-minute mark)

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  • The field in the video, User First Assigned, was a calculated custom field so if you want to follow the same format, what you'll do is:Go to your request custom form Add a new calculated custom field (Format = Date). Click Apply. This will create your field in the database. Go back to edit this cust...

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  • @JennaQu The Adobe offices were closed on Thursday and Friday for Thanksgiving so you should receive a response back early this week! 

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  • @JennaQu If you want to send your name, email address and/or phone number, and the name of the company that you currently work for to the Customer Success team, we can put you in touch with your Account Manager or someone from Sales to help out. Our email address is csatscale@adobe.com. 

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  • @steveb25 There isn't a way to add days when comparing fields, however, what you can do is create a new calculated custom field and add in the calculation for date requested + 5 days and then use that new field in your comparison. Your calculated custom field would look something like this:ADDDAYS({...

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