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KatharineSu
KatharineSu
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  • No. We can do that and probably will couple it with a report that helps us sift through any incongruent values. My ideal world would allow for a form to have a dqr button on it similar to an approval process whereby you can DQR certain fields and this step is required a) before project is complete a...

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  • Looking for an answer here!

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  • How do companies incorporate a data quality review (DQR) into Workfront? We've had them in different systems but I can't find any documentation on it for Workfront. Here are my requirements:   1) Data on CUSTOM FORMS needs to go through a DQR 2) DQR cannot be done before intake but needs to be perfo...

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  • Hi @NickVa1 We are running into something similar.   Until the campaign object is released, we are using a workaround for campaign relationships. In other words, we want to tie projects to campaigns in a one to many ability.   We create projects whose type is campaign and each campaign gets two calc...

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  • @ElliotLeson  That naming convention is interesting. Do you label them with that prefix actually? We had been thinking of relying on metadata but having a stricter naming convention to have consistent task names and consistent "rounds" is an excellent idea. 

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  • Description - Allow calculated field values to populate list of same field that can be used for drop down. Why is this feature important to you - I want to create separate IDs associated with certain projects and I want to be able to tie like projects to another project (it is our workaround for no...

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  • This would honestly be a great product update. It seems like a no-brainer to have predecessors available in the Program-level view that also allows you to see projects and tasks (with the special view enabled by clicking on the eyeball off on the right after you've exposed the gnatt view). 

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  • How do I use requeue queue values or topic group values as metadata?    For example, we request work. That queue and topic group is important for filtering, managing and reporting out on work as we look to connect Workfront to other systems. In my basic view in the project layout, I cannot expose "r...

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  • This is super helpful. Thank you for your quick and thorough response. We're moving down this field quite rapidly and it's great to hear best practices from others. Our campaign dropdown may be a multi select, which seems to give us a comma delimited list. I may need to poke around community for how...

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  • @Heather_Kulbacki Does the project that is the campaign get assigned a random campaign number distinct from the reference number and you use THAT as the custom field value? OR do you have a custom field for a video project, in example, that is a dropdown showing the value of all reference numbers th...

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