🎬 [VIDEO] Top 3 Reasons to use Companies

[CynthiaBoon]

We’ve got another Top 3 video with your “On-Demand Workfront CSM”! This time we’re talking about a commonly overlooked (but helpful) object in Workfront – Companies! 

Check out the video below. 

Looking at adding Companies into your mix? Here are some tips! 

• First things first – documentation and tutorials! 
  • Create and edit companies 
  • Create companies – short tutorial video 
  • Create and modify a group’s companies 
• Test in the Sandbox first! See what your vision can look like without impacting your live, production environment. 
  • The Adobe Workfront Preview Sandbox Environment 
• Build a Report or a View that lists the impacted objects you want to move. If it’s Users, then a User View/Report. If it’s Projects, then a Project View/Report. If possible, use Groupings to make it easier to organize the work. 
  • Create a basic view 
• Bulk edit or inline edit to assign your new companies. 
  • Edit Projects in bulk 
  • Edit user profiles in bulk 
• Don’t delete anything – just add and test, add and test, until you’re sure that everything works with the new companies. Then, don’t delete – just deactivate. 
  • Deactivate or reactivate a company 

Interested in new ideas and approaches? Register for our upcoming workshops our Experience League Events page. We hope to see you soon! 

[RandyRoberts]

I use companies as clients. I have a different company set up for each product/initiative/MSA-contract, so for us it goes by product or initiative. I attach a form to each "Company" with information about that product/initiative/contract. When a project is opened, the user chooses the product/contract code. Since we are in the pharma/health industry; from that company entry I can prepopulate a lot of the information we need for the project. Example:

Company name is "Humira", from that I know the manufacturer is Abbvie, the therapeutic area is Arthritis/Crohn's/psoriasis, the billing cycle is 60 days, the buyer is Med Affairs, the contact is Jane Doe, the product is pharmaceutical, the product life cycle is post-launch, etc. All this is in calculated fields on the project form that pull from the company form.

This allows the user to not think about filling out a form and concentrate on getting the job done. Plus, it eliminates all the wrong choices you might see in a user-filled form.

[CynthiaBoon]

Oh wow Randy!  I never thought about using the Company custom form to save time (and ensure accuracy) from any user-filled form. I love Companies for so many reasons, but this is a new one to add to my list. Consider my mind-blown!

I know you are told every day that you are awesome, but please consider hearing it one more time.  Thank you!