Hi @KimberlyHo - Here you go! To pull who the last note was entered by, do Last Note > Owner ID and then switch it to name in text mode:  valuefield=lastNote:owner:name querysort=lastNote:ownerID valueformat=HTML displayname=Last Note Entered By linkedname=lastNote namekey=view.relatedcolumn namekey...

My apologies on the delayed response, didn't see this until now! Might be too late, but more information below: The section breaks can be defined based on a user's access to the object where the custom form is attached. If the Cost Managers and Project Managers have the same access to the project, u...

Yeah, using the same concept as the IF, just less lines to write out when it gets long. Using it for 1:1 value replacements.REPLACE({DE:[Field Name]},"[Field Value]","[Field Label") 

Thank you for sharing @GregoryCr! We currently create the IF/REPLACE statements now, but love the idea of the repetitive builder in Excel. Hopefully one day there won't be the manual need to do this too!

Hi @Ryzan99 - So, unfortunately, when setting public holidays, it won't reflect in a user's time off calendar. However, on a user's profile you can assign them to a schedule (where the public holidays are set). Then, when they are pulled into resourcing views it is accounting for their personal time...

Hi @MattWindsor - They have the ability to view tasks in a project, just aren't able to edit / work on tasks.  Sometimes what I find helpful is creating test users in the system, might depend if your instance is on admin console or not, and assigning them the different access levels to see the exper...

Hi @MattWindsor - What is their proof permission profile? I'm thinking they might be a Supervisor which is why they can see the comments from the private stage. 

Yes! You can do this on either a documents or proof approval report type. Below are snippets of the filter to use for proof decision status.  Document: Current Version > Proof DecisionProof Approval (Option 1: Proof Decision is for proof as a whole): Document Version > Proof DecisionProof Approval (...

Ah, so that looks like the Reference Number of the Template. So, to get the Template ID, navigate to the template itself and the ID is the number in the URL of that page. So, the text mode below, just swap out the ID for the template you have and it should work (but also should mention this assumes ...

Ah, gotcha! Does the first project for the program always the same Project Template ID? If so, can add an IF statement for the valueexpression.