Hi Folks,
I'm putting the finishing touches on a very interesting project -- visualizing and trending 15+ years of Customer Correspondence in Workfront -- and am quite chuffed with the latest "By Year" dashboard as below. All of the reports are based on native Workfront Reports (except the top o...
Hi @Alex_Di,
I concur with @skyehansen...but can also suggest a cheat.
Loosely based on my Tunnel Of Death: How To Find A Form With Two Specific Custom Forms On It post, I invite you to:
create a custom parameter (e.g. a calculated text parameter called "XXX Is Digital", where XXX is the cus...
Hi @ScottMc16,
I invite you to consider The Scoop, which you could deploy into your own Workfront environment, then -- since it's built using native views, reports, and dashboards -- modify it to suit your specific requirements.
Regards,
Doug
Hi @RebeccaJo1 and @KatherineLa,
It's possible you're both right: Workfront can be configured to either preserve or delete an Issue when it is converted to a Project. Technically, the Project is its own "row" with its own ID and Reference Number, which (if "delete" were the case) could easily ap...
Congratulations to all of you, and - with the privilege of seeing her many contributions in real time - @skyehansen in particular.
Well deserved!
Regards,
Doug
Hi @MattEl5,
Each time a new Baseline is taken, the native functionality in Workfront copies the structure of the project plan at that point in time. That copy excludes custom data and some of the finer points (such as the Assignment Details and Rates at that time), and although it does provide ...
Hi @Kelly_StarzEnt,
As an alternative to rolling your own solution as @skyehansen suggested, I also invite you to consider our Report Custom Form and Parameters solution, which automatically enumerates your Workfront Custom Forms and Parameters into an Excel spreadsheet that you can use for clea...
Hi @ParnianSh1,
That type of Intake Request Gathering is a classic usecase that Workfront does indeed support, as my colleague @CynthiaBoon explained this Webinar, which I suggest you review.
For further inspiration, I also invite your product line and senior managers to consider our Editorial...
Hi @ab_cdef,
While you could use an external lookup (or typeahead) to (1) find and connect one request another, and it then might be possible to (3) fish out enough information in a calculated parameter to then create a clickable link, although an external lookup might be able to also show you t...