I do only have one document per project. Kristine Ross

We have the same need (a Document ID). How we're doing it is concatenating the values into a new field at project creation based on some if statements. That way we can reference that documentID field in any report without having to combine it ever time. This is oursIF(Update DocID = "Yes", CONCAT(IF...

We initially set up our templates with all the tasks indented as children like this: Workflow Parent task >Planning Parent task >>planning child1 >>planning child2 >Writing Parent task >>writing child1 >>writing child2 With the updates to the list view that added that grid, we lost the indents under...

Hi, general question for those on marketing technology teams. We're working on updating titles/job descriptions. Our marketing manager doesn't want to use titles that would be used in IT, but we want to be able to communicate what these roles mean (especially on job postings). What do you all call t...

I have a position open. My team is the Marketing Technology and Systems team for an internal Agency. We're a financial services company, most of our work is in the retirement space. In addition to Workfront we support a couple of content creation tools (Seismic and Appo) and are getting ready to set...

Hi, I need to be able to filter on project status on document and proof approval reports. Someone did have an idea exchange entry. Would appreciate help in upvoting this one: https://experience.workfront.com/s/idea/0870z0000004VtAAAU/detail Thanks Kristine Ross

My Project report isn't showing the last note from the Project, but is showing the last note from the Request. Anyone know how to change this to make it show the Project's last note displayname=Last Note linkedname=lastNote textmode=true valueexpression=IF(ISBLANK({lastNote}.{entryDate}),"None",(CON...

We would love lists that shows up like the Project list that instead lists all Tasks or Proofs and would allow for filters/views that stick according to the user preference, the way the user preferences stay on Project list, and would allow buik edits, the way projects can have bulk edits. We want t...

We have a few fields that we need to source from a VERY long list (like 70,000 records). What we would want is someone starts typing in the filed and it narrows down that list and then limits the choice in another field. We know this isn't out of the box ability in Workfront, but were wondering if a...

That is basically what i'm trying to do. Copy the value in the Backup Requestor Name field into a project form as it is creating, but I can't make it work. Kristine Ross Empower-Retirement