
Hosted in partnership with Brain Haight of Adobe Professional Services, this session covered 3 main CSV import/export scenarios: importing tasks from CSV files, creating custom form field values for dropdowns, and exporting project data to CSV files.
- The first scenario showed how to import 20 tasks from a CSV file into a Workfront project, including mapping task names, project IDs, and job role assignments. This is the working file for Example #1: Task CSV.
- The second scenario focused on importing dropdown field values for custom forms, requiring the use of custom API calls since standard Workfront modules don't support parameter options directly. This is the working file for Example #2: Drop down CSV
- The third scenario demonstrated exporting project data to CSV format, including project names, IDs, owner information, and percent complete status.
Slide deck, workshop recording, and Fusion scenario bundle:
Additional Fusion follow-along events are coming your way, so stay tuned for more!