Community Manager

Adobe Workfront Experts on Creative Briefs Intake & Best Practices

Forum|Forum|1 year ago
June 21, 2024
19 replies
13782 views

July 16th, 2024

We are happy to welcome Nichole Vargas, Leslie Spier and Cynthia Boon from Adobe for an AMA session about Creative Briefs Intake & Best Practices.

Our experts:

Nichole Vargas, Leslie Spier & Cynthia Boon are Customer Success Managers from Adobe.

How this AMA works:

This thread will open on Tuesday, July 16, for you to start submitting your questions
Reply to this post with any questions you have for our Experts. They will reply to as many of your questions as possible.
After the AMA is over, the thread will be locked for new replies, but it will remain visible as a resource.

Workfront

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jon_chen

Author

Community Manager

Welcome everyone, thanks for joining our second Coffee Break sweepstakes! Our experts @nicholevargas @lesliespier and @cynthiaboon are on the thread NOW and will be asking your questions/commenting on your use cases for the next hour.

J

JenniferMa10

Level 3

@NicholeVargas @LeslieSpier @CynthiaBoon

Not everyone received the link to join the Coffee Break call today after registering. Is there any way for you to resend the link?

Thank you!

Jen Mancini

jon_chen

Author

Community Manager

Sorry for the confusion, @jenniferma10. The Coffee Break is a virtual, text-only event - there is no webinar or call.

To clarify here, the Coffee Break is specifically this thread. All questions, comments, and responses from our experts will occur solely on this thread. Feel free to post your questions/comments in this thread over the next hour and one of our experts will answer as soon as they get a chance!

S

StephanieWa2

New Member

I have a ticket open, but has anyone encountered issues with their WF audit logs? We're seeing issues with log-in times being incorrect and actions being contributed to people who didn't do the action. However, we also use Okta to access WF vs. accessing directly.

CynthiaBoon

Adobe Employee

Hey Stephanie! I just checked our internal channels, and we haven't heard of a specific issue with the audit logs, but that doesn't mean there isn't one. It might be related to SSO, but I'm not sure. I'm glad you opened a ticket, as Customer Support has way more access to research these types of challenges, so they can definitely get to the bottom of it.

brittanylang

Level 3

Hi! I saw some potential UI updates to how custom form data is viewed coming in the future. Is there any plan to specifically update the UI around custom form data or make it more customizable?

Our main challenge with Creative Briefs is that regardless of how well the data is collected or flows from other places, it still shows in the custom form format which is not very visually appealing. Considering Creative Designers are using this information, I get a lot of feedback that they would love a cleaner interface or some kind of visual updates to these forms. As an admin I would love to be able to customize how they see this data beyond just the order/size of fields and breaking it into sections to help with this process. Thank you!

LeslieSpier

Adobe Employee

Hey @brittanylang - I haven't heard of any changes coming to the UI for the custom forms page (particularly ones that would get creatives/designers excited). I had a hard time getting users to go to that page, so I always pulled the data into reports (@cynthiaboon says she did too) and used conditional formatting to make it easier to digest. I even went into the text mode and changed the HEX codes to brand colors in some cases 🙂

brittanylang

Level 3

Thanks for the feedback and all that you guys do, Leslie! We'll continue to work within the realm of what we have available knowing that. 🙂 Have a great day!

A

ale_garcia

New Member

My team and I are Workfront newbies and we're setting up our first custom form for a brief. What would be the best way to "organize" logic in our fields / questions? Thanks all!

JROatGeisinger

Level 2

A big tip that you'll not come across accidentally is using Section Breaks and display logic for Sections rather than individual fields. So "Is this a Print Project?" and if it is, display a Section with all of your current Print Shop intake form fields. It takes a minute to figure out how Section breaks work, particularly how to end a Section...

RLepoudre

Level 2

A couple of questions:

1. The client wants a "budget" field within the brief form. I'd like this to tie back to the already existing budget field under finances. Is there a way to do that?

2. Similar to how the primary contact field can be added to a form auto-populated, the client would like the same for Company (filled in with the requestor's company). Would this be accomplished through a Calculated Field, and what would that formula look like?

NicholeVargas

Adobe Employee

@rlepoudre You can reference native fields in your custom form via calculated custom fields. So if your brief is on the project, you can add a calculated custom field that would pull in the project Budget field. If you type in Budget to your calculation field, it will show as {budget}.

As for auto-populating the Company of the requestor, you can also do that via a calculated custom field on your issue (request) custom form. The calculation would be {enteredBy}.{company}

brittanylang

Level 3

Does anyone have any use case examples of what they have done with automation (Fusion, API, etc) or AI to streamline and optimize their creative brief process? We love to leverage Fusion and have streamlined some through calculated fields, reports, simplification, etc. but always looking to get better! Thank you!

CynthiaBoon

Adobe Employee

This is a great request! We would also love examples of how automation can help this process! Hopefully some customers are willing to share here. We also have a "Making the Case for Fusion" event coming on August 27th, so this might be a great question for our speakers as well.

Learn: Making the Case for Workfront Fusion

brittanylang

Level 3

That's amazing - thank you, Cynthia! Fusion is the BEST. It saves us so much time and risk.

Have a great day! 🙂

L

LJ_Knox

New Member

For our content we have a lot of templates that help our requestors visualize the end format of their need. Do you have any suggestions on how to serve these templates up in a visual format for our requestors to see at the time of their request?
For a different need we have linked a powerpoint file, but I'm finding that my requestors don't follow the click and don't connect the content in the pwrpt with their request.

LeslieSpier

Adobe Employee

It is possible to insert images into custom forms (check out @cynthiaboon 's Top 3 video about adding images to custom forms) but depending on the number and size needed, that could get cumbersome. A link may still be your best bet (maybe with an arrow image or something above it to help draw attention to it?) with lots of user training and reiteration to get them used to the process.

jon_chen

Author

Community Manager

Thanks everyone for attending this Coffee Break Sweepstakes! This session is now OVER.

As a reminder, anyone that asked a question, shared a use case, or commented on a question in this thread will be entered into our Sweepstakes for a chance to win a Workfront swag item. We will be selecting the winner over the next few days and will reach out to them via Community private message or email - stay tuned!

jon_chen

Author

Community Manager

Hello Everyone,

A quick update here - I wanted to congratulate @lb103 for winning this Coffee Break Sweepstakes! Thank you to everyone who asked (and answered) questions and shared best practices around creative briefs in Workfront. Keep an eye out for the next Coffee Break, coming soon!

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