Hi, thank you for responding so quickly.  I tried the CONCAT text mode and that didn't quite work.  I met with a WF SME in my company this morning and he suggested an entirely different approach which includes utilizing multiple programs and portfolios to take advantage of built in WF tracking.  If ...

Hello all, I'm hoping someone can assist me with a calculated field question. My goal is to be able to create a pie chart which shows a breakdown by percent of the segments we support. he data is being gathered via  multi-selection drop down lists. In order to create the chart I need to add grouping...

Hi, you are correct; I did not attach the issue+project form to the existing projects.  I'll give it another try in the sandbox preview environment      I created a new project using the issue+project form in the Sandbox1 environment and didn't run into any issues so it looks like I won't encounter ...

Hello, I made the issue form a multi-object form and then deleted the form.  Fortunately, I tried this in the preview environment  because it didn't work. After deleting the issue form, I lost the information it provided on the projects.  After some thought, my time might be better spent identifying...

Hi, thank you for your responses.  I will give it a try and if it works I'll mark correct. Using one form will certainly make it easier. 

Hello, I have a question and hope to receive some guidance from the community. When our instance was set up in 2018ish, we needed duplicate project  custom forms to create a unique project.  One was a associated with a project   and the other was associated with an issue; both were necessary to crea...

At this stage of the process our content is still in Word.  What is the file format that you use in the interactive proof?

Hi Can you add the actual documents to folders, and not just links to the documents in updates, and edit the document within the folder?  

Hello, our current workflow for creating copy is for a marketing partner to upload a Word doc, the project manager assigns a task to a proofreader or writer to review and edit.  They need to download it to make changes, and then upload a new version for the marketing partner to review.  I'm wonderin...

Thank you, looking forward to learning more about the campaign options when it is rolled out.