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mmavis
mmavis
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  •  in Workfront Questions 10/24/19
    I am a newbie. Sorry if I should know this. Appreciate help greatly! Can I set a default value on a field? (So it has a value filled in when created, but it is editable so I can change it)? Is there the concept of "inherited" values? For example, if I create a Custom Form for an issue/request whi...

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  • We are in the design phase of Workfront, getting ready to roll it out in a few months. We are an office furniture dealership. We have worked out the following hierarchy to organize our projects: Platform = our highest level of division, "Venture" for new business vs. "Enterprise" for repeat, longter...

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  • Is there an integration available where we can click on something in Workfront and call them, and have the call logged in Workfront? I'm thinking of a scenario like this: - I am assigned a request to call a team member with a question - I click on the team member's name in the request - There's a li...

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  • Thank you, Barry. After sending this question, I did figure out I could send proofs to external emails (not in my e-mail system), and I'm glad to know that I can do that with document requests. Those are helpful. I had hoped, though, that I could send an issue or request or just a plain email with e...

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  • Is there a way to create an email/correspondence/issue/request/whatever and, **as I create it**, associate it to a project and send it to a non-user, and then all future responses to that email are tracked as well? I know that with the Outlook plug-in, after I send/save the email I can highlight it ...

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  • Hello! I am Mavis Moon, IT Director for Pivot Interiors. Our headquarters are in Santa Clara, CA, and we have 6 locations, 3 in No. CA and 3 in So. CA. We are an office furniture dealership. Our company is just starting on our journey to implement Workfront. I'm looking forward to it. Mavis Moon

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