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KellieGardner
KellieGardner
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  • I agree that it should only show you what you have access to. When I test in my instance with the integration, I can only see what I have access to and nothing more.

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  • I came across this when reading through the documentation. To continue accessing documents, you have to continue to maintain anything connected to Workfront through the legacy SharePoint Integration.   "To ensure that your users have continued access to documents linked to Workfront through the lega...

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  • This helps, thank you for all the details   The only thing I can think is that on the permissions side of SharePoint, you need to make sure the users have permission to the folders inside of SharePoint itself. Since the user is essentially logging into their Microsoft account when linking to a docum...

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  • Workfront doesn't calculate the data that way for you to report on. It's more running totals vs monthly totals or calculations month to month.   You likely need to create a series of calculated fields to help you get this data or try to get what you need from some of the native financial reports Wor...

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  • This is not possible natively.   Something you can do is run Journal Entry reports to see the status changes or collect the timestamps and run some calculations.   here is one article where it captures the timestamps individually and then you could report on them running datediff calculations.   Sol...

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  • You cannot change the character limits on fields. There are some ways to report on them though.   Here are some examples of adding calculated fields to custom forms https://experienceleaguecommunities.adobe.com/t5/workfront-questions/resrict-data-field-character-counts/m-p/618866#M56154   I've also ...

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  • a follow up question: is your sharepoint integration setup through the backen setup area or is this something they are each configuring on their own?

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  • Users have access to the same sites, collections, folders, subfolders, and files through the Workfront SharePoint integration as they have in their SharePoint account.   Are users able to see the breadcrumb trail on the SharePoint popup and navigate to the correct folder?    

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  • Just to add a little more on this topic from what the others said:   Projects inherit the statuses of the group applied to the project. You can associate only projects with groups. Issues and tasks inherit the group from the project they belong to.   Essentially statuses are object-based and not use...

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  • Unfortunately, this isn't editable for system administrators to control in the layout. Even if the users don't have permission to share it still shows up. The best you can do is to ensure they don't have permission to share through their access levels.    I think this is something that would be grea...

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