[Let’s Continue the Conversation] Admin 101 – Getting Started with Workfront

[CynthiaBoon]

A huge thanks to everyone that attended our Admin 101 event today! We had so much interaction in the chat and our Workfront Rockstars, with @MoniqueEvans, @KellieGWAB, and @KristenS_WF rapidly answering questions, so let’s keep it going. (Thanks for the idea, Kristen!) 

I’ve attached the slide deck to this post that includes all the great updates, event links, and resources. If you have additional questions or advice that you didn’t get a chance to share, please post them here! 

We hope to see everyone at the next Admin 101 event where we’ll discuss Layout Templates and Adoption best practices. 

Admin 101 - Getting Your Users to Use Workfront - November 12, 2024 

And don’t forget to Keep checking the Events page on Experience League for additional learning and networking opportunities! 

[KristenS_WF]

The topic of baselines was brought up at this session, and I mentioned that I had worked on a Fusion scenario to create a baseline whenever the project planned completion date changes.  Someone asked about it; I won't post the full scenario (some of which involves setting a particular naming convention for the baseline and updating a custom field), but here are the basics:

I have a Watch Events module to trigger when the planned completion date of a current project changes (my particular module also filtered on a specific projectID as I was testing my scenario--I've left that out of the image):

I then added a Read a Record module to get info about the project's baselines:

I added a Custom API Call module to get the last baseline created (note: we use the WF setting to create a baseline automatically when a project's status is changed to Current, so we always have an existing baseline):

I use another Custom API Call module to make this most recent baseline the default baseline.  This is helpful when you wish to compare the current project schedule to the default baseline (see this); if you want to make a different baseline the default, you will need to tweak the previous API module.

Finally, I have another Custom API Call to create the new baseline:

Hope this helps.

[Doug_Den_Hoed__AtAppStore]

Fabulous @KristenS_WF,

Over back in 2012 (wow...), this was the exact usecase that lead us to build our Create Baselines solution (and is still in use today). Thanks for the memory jog!

Regards,

Doug