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satchell_mr
satchell_mr
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  • I've been digging into EXISTS statements recently with varied success. For other's who are just diving into EXISTS statements- I've been referencing @Narayan Raum 's guide which has been a MAJOR help! https:// wf-pro .com/how-to/how-to-add-exists-and-notexists-to-a-filter/ Along with the Wor...

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  • Has anyone had any experience building a task report that does some filtering based on the day of the week? I'm specifically looking for a way to filter by tasks that have a "Due On" date that falls on a Friday. The only documentation I can find that has anything to do with days of the week is rela...

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  • I'm trying to filter by task status in a Document Version report but am having trouble. Here's the code I was using: document:task:status=CPL document:task:status=notin I'm getting an error and the report refuses to load. I was able to pull in a custom column using text-mode: displayname=Task St...

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  • Hello Community, We're currently getting an error when a worker tries to upload a new document proof version to a document that is owned by another user. The error: You do not have privilege to perform this request. Insufficient privileges. When we look at the sharing permissions- it seems like ev...

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  • Hello All, Does anyone have any suggestions on how to effectively put a Workfront Proof "On Hold"? We're running into a scenario where an existing project with attached proofs is moved to the On Hold status for the foreseeable future. The deadlines on the attached proofs still exist and Reviewers ...

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  • Hi All, Is it really not possible to edit or delete a default Expense Type? I've tried a few approaches to no avail. We'd like to modify these as "Advertising" is just too broad for our needs. We could create our own expense types- but it becomes confusing if the default is still present in the sy...

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  • Hi All, Thought this might be a useful resource for some. I pulled the hex codes that the a Calendar Report generates and consolidated them into the attached document. Out of the box color options are pretty limited within Workfront, but the Calendar Report definitely has the most options with 15 ...

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  • Hello All, I'm trying to build a report filter that compares a date provided at a project level custom form to a task's planned start date. If those dates differ, I want it displayed in my report. I'm currently using the following: A1 Live Start is the custom field at the project level DE:QRC - Li...

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  • Is anyone aware of a way to disable document approvals? Perhaps there's a way to accomplish this with permissions or a layout template? Even if we can only turn it off for workers- that would be helpful. As an organization we have chosen to leverage Workfront Proof and avoid Document Approvals. I...

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