Expand my Community achievements bar.

Provide the option for admins to make request forms public

Avatar

Level 2

8/29/22

Not everyone in our organization uses Workfront for project management. It has to lead to a miriad of issues when it comes to how other departments within our company make requests of the marketing department. I would like to have the ability to make a request form public, essentially granting access to non-authenticated users. Our current process for departments outside ours is to send them a Word Document with questions from our request forms. They email it back to us, and we convert to a project or task. If I could send a link to a request form, that would minimize the headache of setting that person up with an account and contacting IT to get them SSO access (which can take days if IT is busy). Thank you for taking the time to consider this idea. 

1 Comment

Avatar

Level 3

8/31/22

Option A (out of the box) I believe you can post a URL to a form that would allow external access to a form that needs completing, You would i think need to create a low level access using the (unlimited) account type of external user, which would allow you to restrict their WF visibility as required.

Option B you could create a mail inbox and use fusion to pick up the info from the email and complete your WF form then even convert to a project and assign a team