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Call for Fusion template ideas!

Forum|Forum|1 year ago
January 21, 2025
17 replies
4534 views

Attention all Fusion users! Do you have an idea for a Fusion template that you’d like to see added to our library? We’ll pick a few customer-submitted ideas and create them for you! While we’d love to, we can’t create all of them. Workfront to Workfront/Adobe automations will be prioritized, but don't let that stop you from sharing your idea. All ideas are welcome and we're excited to see what you come up with!

If you don’t already know, public Fusion templates are pre-built automations or integrations that Adobe creates for all customers to use. Read more about how they work and what templates are available.

Post your idea as a reply to this Discussion and feel free to up-like any other submitted ideas.

Workfront

KellieGardner

Community Advisor

Purging data based on company retention policy. examples: deleting documents or projects after x years.

KellieGardner

Community Advisor

All things related to the Administration of Workfront.

Auto deactivate users or downgrade access levels after x time of not logging in or performing actions necessary for the license type
Closing out old timesheets that are open or deleting timesheets without hours logged. AND making sure users don't get notified of those actions.
Archiving teams, templates, boards that haven't been used in x amount of time
Auto-assign layout templates to users based on licenses/access levels
Integration for exchange rates to auto-update
Auto-assign users to resource pools that are applied at the project level to ensure the accuracy of data in the resource planner and not add more onto the plates of project managers' work.

ewanh

Adobe Employee

Is there one of these you would prioritize over the others @kelliegardner ? Any chance you could priority order this list?

KellieGardner

Community Advisor

Updated in order.

Closing out old timesheets that are open or deleting timesheets without hours logged. AND making sure users don't get notified of those actions.
Archiving teams, templates, boards that haven't been used in x amount of time
Auto deactivate users or downgrade access levels after x time of not logging in or performing actions necessary for the license type
Auto-assign layout templates to users based on licenses/access levels
Auto-assign users to resource pools that are applied at the project level to ensure the accuracy of data in the resource planner and not add more onto the plates of project managers' work.
Integration for exchange rates to auto-update

A

AbiBeggs

I know we're able to customize the existing 'Workfront - Convert approved issue to project' template, however, I think another one allowing an issue to create multiple projects (based on a field) and create a new program to store the projects would be nice to have as well.

ewanh

Adobe Employee

Abi,

We will cover this exact topic in Lab 815 at Summit if you are attending!

The initial session was fully booked so we set up an additional session for Thursday.

We'll also consider that as an additional template as the first one is the most popular currently.

Thank you!

Ewan

A

AbiBeggs

Ewan,

Fantastic, thanks for letting me know! Looking forward to it.

S

Stacey_Robertson

Level 5

I would love one that can add/remove an approver or reviewer to a proof that falls under a specific proof stage. We often get requests to change reviewers on a bulk number of proofs.

W

WorkfrontWhiff

Level 3

Create a request to create a new Portfolio and Fusion creates the Portfolio and closes the request, alerting certain users of the new portfolio being created

Daniel_Clarke

Community Advisor

Swap a user on all WF objects (tasks, projects, requests, proofs).
Example, A user is being deactivated with all existing (and/or old) work transitioned to new user.

Srinija_N

Level 7

- Automatic task assignments for a project by Role

- Assign Project templates based on the field values

- Send survey forms/links to Stakeholders/user for any feedback

D

David-M-Allen

Level 3

Lock and close out all proofs on a project once it Closes or after a certain amount of time of inactivity.

J

JenDesmond

Author

Adobe Employee

Guess what @david-m-allen ? This is now a public Fusion template named Workfront > Workfront Proof - Change Proof user Role to Read Only and lock Proof upon project closure. Yes, it locks those proofs when a project closes, but it also changes the role of users who didn't make a decision to read only. Read more about it in the notes when you create a scenario from it. Special thanks to @moniqueevans who also inspired this template! Happy Fusion-ing!

MoniqueEvans

Community Advisor

A literal dream come true 😍

THANK YOU JEN!!!!

EsmeraldaHe

Level 2

A good template would be if a Project status could update automatically from 'Planning' to 'Current' once the first task is made 100% complete.

RAshley

Level 3

1. Auto recalculation of expressions in custom fields.

2. Preferred name - this worked until a recent change was made.

(In reality both of these should be features in the product, but failing that we need a way to automate them.)

3. We need to be able to trigger based on decisions, both a decision requested, and the number of decisions made. This doesn't appear in the API at all.

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