Hi @AAdi_S1 - Just to clarify, the budget field is not the native one in the system, but a custom form field created in your instance, correct? If so, the way to limit the permissions would be to use a section on the custom form and experiment with the settings to only allow for the Budget Managers ...

Hello Workfront Community! My teammates & I have been searching through Experience League and experimenting on how to best handle task approval reporting since the options available out-of-the-box are not comprehensive. We generally need to report on data for all rounds that have occurred, not just ...

Hello! Has anyone had success in reporting on the rounds a task or project approval has undergone? So, if I have a task approval, how many times it was sent for approval? Trying to find something built into the system to avoid using a custom form for the information. Thanks for any insights on this!

Completely agree! Here is the ticket we are upvoting (my teammate put it in): https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/calculate-field-to-return-the-label-from-name-value-field/idi-p/611169

Hi @RobertDy - We've requested an enhancement for this (who knows if it will be added though, but fingers crossed!), but our short-term solution has been using a calculated field with a replace statement.

Hi @JHulet - Hope this helps! You can change out the display name to be something different for the column header. displayname=Document Custom Form textmode=true valuefield=documentVersion:document:category:name valueformat=HTML 

Hi @Emily_Austin - I've done similar in Workfront, but I think the only word of caution with it is that each request can only equate to one expense line item (row in Excel). Reason being, it will then allow you to mimic Excel for reporting purposes / have the lines broken out. Might seem obvious, ha...

Agree that the ability to hide this option would be great!

Hey @KayleeRichard! The way to make groupings and views stick is through a layout template, so I guess the question would be, are you good with different layout templates for the teams or is there one layout template applied to everyone? If there are different layouts, you can go to Lists and then s...

Got it! Yeah, agreed, seems like you might need to turn off any type of "Equates with" and just leave the normal status so that both don't show in the chart.