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  • 2/17/23
    I have certain people assigned to clients that need access to all projects for that client. I set them up on a form that is attached to each client (Company). When a project is opened for that client (Company) it pulls their name from the Company a calc field on the project. I'm trying to add them a...

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    Questions

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    1.3K

    Likes

    0

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    6
  • 2/7/23
    Is it possible to update task predecessors through Fusion?  I just kick-started a group of 30+ projects, and I need to add cross-project predecessors to a specific task in each project.   When assigning predecessors last year (prior to us having Fusion access), I created a task report and pasted in ...

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    Questions

    Views

    1.7K

    Like

    1

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    6
  • 1/31/23
    I recently worked through a need to create and maintain a many-to-many relationship that would be partially managed in Workfront and partially managed in Salesforce.  I'm sharing an overview of our solution in case it helps someone down the road.   The business need is to link the implementation eff...

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    Discussions

    Views

    1.1K

    Likes

    5

    Replies

    2
  • 1/30/23
    Hi Fusion Community,   I'm trying to build a path that looks at all of the hour records from tasks belong to various project, and aggregate the sum hours at the project level (in a custom field called Last Month's Revenue Hours).Here's what I've created, but for the life of me I can't get the hours ...

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    Questions

    Views

    6.4K

    Like

    1

    Replies

    21
  • 1/24/23
    We have thousands of projects in our build that based on how we are using Workfront, are reopened, task template added and finalized over and over. In this sort of "evergreen" state, we occasionally have large numbers of the custom fields on these projects that need to be updated. Unfortunately, the...

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    Questions

    Views

    2.4K

    Like

    1

    Replies

    8
  • 1/19/23
      Workfront Fusion: Automation Workflow to create leads in Marketo    

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    Blogs

    Views

    2.2K

    Likes

    8

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    1
  • 1/11/23
    Description - Many times when I attempt troubleshooting problems in Workfront, I find I need to look up information from a few months back. And, of course I attempt to do just this and I can't. Ultimately, there should be at least 90 days worth of historical data.  Why is this feature important to ...

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    Ideas

    Status

    New

    Views

    317

    Likes

    7

    Replies

    0
  • 1/11/23
    I have a scenario initially triggered by a webhook,followed by a few different modules and ulitmately an email is sent with various information from the initial webhook. I then want to wait 1 week from this first email being sent and then send a second, follow up/reminder email but I cannot see any ...

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    Questions

    Views

    1.1K

    Likes

    2

    Replies

    5
  • 1/9/23
    When we created our Custom form (last year), we utilized a manually entered field to share data across teams/systems. It is static in Workfront. However, since then the Rich Text fields have been added allowing far more characters, which is crucial for us as we move forward. Is there an easy, straig...

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    Questions

    Views

    370

    Like

    1

    Replies

    0
  • 1/4/23
    Hi,   I'm pretty new to Fusion.  I'm going through the Fusion online tutorials, and I'm stuck at one of the early practice exercises (additional practice work where the solutions aren't documented).   This particular exercise directs users to clone the Beyond basic mapping walkthrough scenario (cons...

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    Questions

    Views

    449

    Like

    1

    Replies

    1