Does anyone out there have checklists you use to cover everything you need to do to set users up and take them out of Workfront as they are hired or terminated? We are preparing for roll-out and it seems like every time I turn around I hear of yet another things we need to set up for each user. My d...

Thank you! I sent you an email to do a quick phone call. Mavis Moon mmoon@pivotinteriors.com

I was disappointed to discover that Workfront does not have validation rules for fields, so that we can do some checking on what user enters and give them a message to correct it. In other systems I've worked in, we can set up those rules with a basic If then formula and if the validation is not res...

Hey, that works well! When adding a field from the library, you can drag it right to the spot, and when adding a new field, you can drag one of the choices (like "Single Line Text Field" or "Drop down" to the spot, then fill in the details. Thank you, Doug! Mavis Moon mmoon@pivotinteriors.com

Thanks for the tips, Doug. Very helpful! I have a question about the first one in your list "click an existing parameter first, then add the new parameter to have it inserted immediately following the existing parameter." I wanted to do this and tried, but it isn't possible from what I can tell. Whe...

I'm a newbie so forgive me if this is something I should know. What is the best way to place a field on a custom form exactly at the place I want it on a form? When I add a field (whether from the library or new), it always goes to the bottom of my form. Then I have to drag it where I want it. As th...

Thanks, you guys. I do see that advanced options. That will help! Mavis Moon mmoon@pivotinteriors.com

I want to have a field that shows me the date and time something is created (project / issue / whatever). I contacted Workfront support and was kind of flabbergasted to learn that Entry Date only stores the date, not the time. I'll see if there's a posting in the Idea Exchange about this but it's ha...

This is awesome! We are planning our rollout of Workfront and I would love to use this as a part of that. Is there a way to download it? I promise I'll give you the credit. Mavis Moon mmoon@pivotinteriors.com

No apology needed! Appreciate the response! Mavis Moon mmoon@pivotinteriors.com