I suspect the following scenarios but haven’t tested them yet: Create a new field (outside of the custom form), set a default, save the field, then add it to the custom form – Records only update moving forward, although I always review the forms on the object templates to ensure the default is sele...

When creating a new dropdown field in an existing form or adding one to a form, I often choose a default value, which can later be leveraged in reporting. Does anyone know the correct process for creating dropdowns so that the default choice is backdated across all projects that share the same form ...

It might be a long shot, but it's something I want to solve. Our projects are product based. We create a project every time we develop new, manufacture or simply reorder one of our products. Each project product custom form includes product SKU reference which is a text field we maintain with throug...

I figured it out. Your other comment "or even all columns" got me digging into this and the solution works perfectly. Ive exported a test report, amended the text file for view and loaded it back into the report. Happy as a clam! I suppose this will also work for views alone I just need to match the...

Hi Doug The solutiuon you propose would solve the problem. Can you point me out to an excample on how to hard code the 1st column? Im thinking of "sharecol" but Im not sure this will work when the merged columns disappear from the view. Or do I just add concatenated data into a blank col while ensur...

Thanks Doug, This is exactly what I managed to do so far. I built a formula builder in sheets.  Works great, but I worry about the amount of copy pasting I might need to do on change.

Hi All, I’m looking for a solution or step-by-step guide on how to mass update a custom report view. Is this possible? Case:I have a custom report built with 100+ text mode columns. Each column uses multiple valueexpression=IF statements (as per the attachement), which returns specific project/produ...

Hi All, Our current project form manages approximately 200 custom fields of various types, many of which are supported by logic. Over time, we've realized that we need to limit the complexity to maintain smooth performance. I'm curious about how others handle larger and more complex sets of custom d...

Thanks Doug, Firstly, I apologise for any confiusion. MAX date / Group functions is precisely what I thought off. At this point I managed to resolve this challenge with an excel function and thanks to that the process is not laborious.  Still, if anyone has an idea how to implement it in workfront I...

Dear All, Let me try to explain this a bit better. Here is the simple scenario, Our projects manage development, updates of  product content as well as production runs among other things. In effect we might hold a record on several projects related to same SKU (aka Pdata WM Product Code) maintained ...