Hi Karen,  Are you referring to Last Note and Has Notes? If so, these are pointing to the Updates Section of the Task. Any comms that occur at the Task level will populate this. Last Note can be tricky is it will only show the most recent Update conversation.  If there is another "Notes" field you a...

Hi Karen,  I'm glad the text mode worked in a Project Report. That's awesome! Based on your next two questions, I wonder if a Task Report would better for what you're trying to accomplish, as it sounds like you're doing an audit of all your Projects that have the Task named "Upload instructor materi...

Hi Karen,  Here's the good news, the basic structure of your text mode works. I'm not sure what is happening in your instance of WF, but I suspect it's something fairly easy to problem solve. Here a couple steps you can take to make sure everything on your side is set up for what you need.  1) Since...

I realize that this has been answered and you have marked a response as correct. However, there is another option that you could consider. It would mean that a new request workflow would need to be adopted and possibly training on how to manage it. If the following is something that you have already...

Hi Shawn,  Not sure if you are already using WF or thinking of adding it as your work management tool of record. Either way, welcome! While I have not had experience with using WF for construction projects specifically, I have used WF (and other work management software) for other industries; health...

Hi Skyeh,  I started with text mode; LEFT({DE:rich text field},150) to return the first 150 characters (note: rich text field is not the actual name of the field, just using in order not to confuse things). No error messages, just did not return anything.  Next we went to Fusion and built a scenario...

Hi Community, Wonder if one of you can riddle me this. I'm looking to limit the characters I pull into a report from a custom rich text field. Since, from what I understand, RTFs are arrays and there is possibly some issue trying to truncate info from them. I looked high, low, under and over (althou...

Hi vevommi, If you're form field is in the custom form attached to the Task, you should be able to find it in the Column (view) options. You will need to know the Field Name in order to select the right one. There's no API since you created this field in a custom form.  See screen grab below for exa...

Hi Pam,  Oh the joys of the multi-page document proof. So many moving parts...  What I have done in the past, is break the document into sections and have the sections reviewed and approved separately (ads sent to buyers, articles sent to content teams, product pages go to specific product teams, et...

Hi Sean,  It's under Resource Planning in the User Edit Window. See screenshot. You can assign multiple roles and give a percentage for how much of the User's responsibility is allocated to that Role.   Best,Joaquin