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mmavis
mmavis
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Re: Can I make Lookup fields in Workfront? - Workfront 04-05-2021
Thank you, Christina -- both for the compliment to my name and your answer. I guess I'll have to be patient to get what I want for the field. Always tough. 🙂

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Can I make Lookup fields in Workfront? - Workfront 03-05-2021
I'm probably not using the correct terminology when I search for this and can't find it. I'd like to make a field with a multi-choice list of values created by looking up the values of a field in other objects. In my scenario, it's kind of circular so I'm not sure it's possible. I want a custom field on the Program where the user can select from a multi-choice list that contains the names of other Programs that are of a specific type. Example: I create a Program of Type "External Partner."On tha...

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Re: Route issue from Request Queue to specific project, based on custom field value - Workfront 02-11-2020
We had a kind of similar situation, where we wanted to use a custom field to indicate the Approver. We are using Fusion to look for the requests with that field, use the name in the field to attach the correct Approval process. I made an Approval process for each of the names. There was no way to use a custom field without involving Fusion or some other 3rd party solution.

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28

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Re: Is it possible to integrate Workfront with Sharepoint? I have an Analytics team that has reports in Sharepoint that need to be shared with Workfront users. - Workfront 02-11-2020
I tested the SharePoint integration out before we rolled out Workfront, about a year and a half ago. It worked all right but the biggest issue we had was the proofing and versioning aspect, especially versioning. SharePoint can do versioning, and so can Workfront, but the 2 don't mirror each other, and people would have to learn how to go to SharePoint to do things separate from Workfront. You don't see the count of versions in the details in Workfront. It just seemed too complicated for our use...

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31

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Re: Thoughts and Prayers for our Friends in Armenia - Workfront 12-10-2020
Thank you, @Doug Den Hoed‚ , for starting this thread, and @Alex Shootman - inactive‚ for posting the appeal you made on behalf of your employees in Armenia and their country men & women. It is good to remember we are all connected and unified in our desire for peace.

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33

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Tag or categorize reports?? - Workfront 05-10-2020
How do you guys organize your reports so users can easily find what is relevant? We have so many reports, and more being asked for and created all the time, that putting them into dashboards is getting out of hand. The dashboards get super long. I thought it would be useful to use filters and groupings in the list, and the concept of report tags or categories would help. One report could have several tags/categories and the users could filter or group on them. For example, one report could have ...

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12

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2

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Re: How to enable non-workfront users to be able to submit requests? - Workfront 05-10-2020
Thank you, Imre. I had found this but missed the section on auto-provisioning. I will work on that setup. I had misread the question. I thought it was about auto-provisioning external users, but I see it is users within our AD who are not set up as Workfront users, which is also useful. Thanks again.

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Re: How to enable non-workfront users to be able to submit requests? - Workfront 05-10-2020
Can someone send a link or information about auto-provisioning and how to set it up? We have SSO and I have not heard of this. It sounds like a great solution.

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Re: Save as draft for Issues, too - Workfront 02-09-2020
Anyone who votes for this idea, I ask that you also vote for the one for the same functionality for Projects. https://one.workfront.com/s/idea/0870z000000XiU2AAK/detail

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Re: Drafts of Project forms - Workfront 02-09-2020
Anyone who votes for this one, I ask that you also vote the one requesting the same functionality for Issues. https://one.workfront.com/s/idea/0870z000000XiW8AAK/detail

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11

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