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Fix your SEARCH & FILTER functions for deactivated users

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Level 2

7/14/23

Description -  Workfront consistently has problems with returning results in searchs and filters for deactivated users.  Users who are deactivated won't show up in search prompts and in filter options in reporting (like user name equals). From discussions with support and product people, it sounds like the reason is because we don't want deactivated users to show up when dealing with task assignments. I agree, we don't want that. But you should be able to figure out how to program for this problem so they won't show up for task assignments but WILL show up in other areas where you're filtering and searching.  

 

Why is this feature important to you -  User management is more cumbersome because of this all or nothing approach that is currently in place. We regularly have to do checks that require finding deactivated users and not being able to search them normally just increases the admin burden to find them - and train everyone else who needs to find them how to workaroudn the issue.

 

How would you like the feature to work -  Fix the programming of how your search works so that you cannot pull a deactivated user for task assigments but can search them normally or add them to filters normally. The "deactivated" tag that appears by their names in reports is incredibly helpful and utilizing that should help users understand who is deactivated if they're searching for a user or if they're filtering into a report.

 

Current Behaviour - You cannot pull deactivated users into filters using "equals" prompts. The site search also now (as of 7/14/23) doesn't let you search for deactivated users. That site search seems to change periodically between allowing the search of deactivated users and not allowing it. Seems like changes are getting made to that, probably without someone understanding what happens. 

1 Comment

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Level 1

4/10/24

@WFDG Is it known what "triggers" users to automatically have their access changed to deactivated?  I am clear on HOW TO deactivate a user, but I'm not clear of the automated de-activation trigger (ex:  Company Email or SSO de-activatation).