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How can I trigger a warning for duplicate project names in Workfront?

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Level 2

I'm looking for a way to trigger a warning or flag when a user attempts to create a project with a name that already exists in Workfront. The goal is to prevent unintentional duplication and maintain clean project naming across the system.

I've explored using custom forms and calculated fields, but Workfront Core doesn’t seem to support real-time validation or lookups for duplicate detection. Ideally, I’d like a solution that alerts the user upon project creation or update—either via Fusion or a custom logic setup.

Has anyone implemented a workaround for this, perhaps using:

  • Custom fields + validation dashboards

  • Fusion scenarios that monitor for duplicate names

  • Text mode filters or reports to highlight issues

Any guidance on the best approach

1 Accepted Solution

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Correct answer by
Community Advisor

we used to have a fusion scenario that would monitor for a similar thing -- users with duplicate names. So as a user is created, if another user in the system has the same name, the admins are contacted. I'll move your question over to the fusion forum -- I agree with you that Workfront itself will not support real time validation or lookups to detect duplication.

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4 Replies

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Correct answer by
Community Advisor

we used to have a fusion scenario that would monitor for a similar thing -- users with duplicate names. So as a user is created, if another user in the system has the same name, the admins are contacted. I'll move your question over to the fusion forum -- I agree with you that Workfront itself will not support real time validation or lookups to detect duplication.

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Community Advisor

 

Hi @himabi6,

 

Untested, but I wonder if the native but relatively new Business Rules might be able check for (and ideally; especially if doing so also governed Fusion behavior, at the database level...) prevent duplicate project names.

 

On the tried and true front...

 

You could create a native report grouped by Project name and defaulted to show as a column chart, then whack-a-mole any such bar of height > 1 by renaming the offenders uniquely.

 

For easier whacking...

 

You could also add an EXISTS filter to only include projects where at least one other project with the same name but a different ID (or Reference Number; both are unique) exists.

 

I'm interested to hear how you make out - good luck!

 

Regards,

Doug

 

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Community Advisor

You could for sure write a Fusion scenario that could handle this. At a high level, it would look like:

 

1. Create webhook that watches for a project's name to change (This should also trigger when project is created)

2. Do a search for projects that have the same name that aren't the triggering project

3. If any projects are found, do {thing you want to happen when name is duplicated}

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Administrator

@himabi6 Just checking in — were you able to resolve your issue?
We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!



Kautuk Sahni