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j_allen1
j_allen1
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Re: Report column of the Name of the user who last put in a note. - Workfront 27-09-2017
There's also this advanced reporting document, which I can't find a link to in the new Workfront Ascent. There are several training modules on reporting now, so it might only be available once registered for one of those. As I was learning report/dashboard building in Workfront, I was pretty much glued to this document. There may have been a few syntax changes since this version was released, so please keep that in mind... maybe someone knows where there is a new version of it? Jennifer Allen St...

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Re: Lag in loading custom forms? - Workfront 13-09-2017
This is absolutely an issue for us. We have custom forms with multiple calculated fields, and that seems to be what kills our load time the most. I didn't get much support for this outside of "the more fields you have, or the more complex they are, the more it can affect your load time," which was a bit disappointing. The custom form calculated billing fields that did not have to be submitted with the order, so right now we're having users add it manually after the request comes in. Not ideal, b...

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Re: Looking for awesome use cases for Custom Fields! - Workfront 05-09-2017
Webinar please! 🙂 Jennifer Allen Staples, Inc.

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Re: Looking for awesome use cases for Custom Fields! - Workfront 31-08-2017
Custom fields for everything. EVERYTHING. 🙂 We have retail store associates submitting requests to a design team, so a custom field on each user "calculates" their location code for billing purposes. All of our cross-department billing is done with custom fields, populated from the request: One form is visible only to the requestor, with extra instruction to help them fill out the form properly. One key field is product selection . A second form is visible only to the work team, using the same ...

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Re: Calculating On Hold Times - Workfront 23-08-2017
I would be very interested in this as well. I read that you can create a calculated field that will timestamp when an issue, etc. is set to a specific status (such as on hold), and you can calculate the time from there. That only captures one entry, however, so it wouldn't help if the item is placed on hold multiple times. @Emily Pandzik Jennifer Allen Staples, Inc.

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Re: Calculation Fields Inconsistent - Workfront 03-08-2017
Emily and I have been seeing the most issues with: Nested IF statements and either needing { } brackets around field names or not. Sometimes the calculation editor removes them, sometimes it doesn't. It seemed to vary from day to day since R2. We used to add fields by using fieldname + fieldname , but we've had to change everything to use the SUM function. A couple of days after the release, the same issue with (+) started to affect our (*) multiplications, so we had to swap those out for PROD e...

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Re: Add ability to upload documents via an email reply - Workfront 01-08-2017
Ick. I suppose we could do that as well but it would certainly be better (and more intuitive) if attachments were passed through the POP email replies. Although, since we're using O365 I suppose I could take a look at Microsoft Flow... if an email comes into that POP account with an attachment it could forward a copy to our design support team. Manual, not ideal, but I'm putting it on my list of things to look at.

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Re: Upload a Profile Photo... win a prize! - Workfront 19-07-2017
I'm in 😄 Jennifer Allen Staples, Inc.

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Submit Requests with Hidden Custom Forms - Workfront 25-05-2017
Our users submit requests that have billing details, etc. that should not be visible to the submitting users OR some of our production team. These billing details are currently set up in a separate custom form for easier updating and to try to manage visibility (which is not really successful). Our forms are attached via queue topics. We need to be able to: Control who can view a custom form and who can modify it (can do). AND Allow a custom form to be attached to a request without the requestor...

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Re: Subject Field to be Optional - Workfront 25-05-2017
Optional and / or be able to rename the Subject field. Yes please!

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