I would love to connect user names and the custom forms. That way when submitting a project, the requester can choose the users within a custom form and those users would be alerted that the request is submitted or project created.
Adding another comment to how useful this would be.
We were doing something similar in SharePoint before coming over to WorkFront. It was extremely helpful in reporting on a breakdown for our initiatives and not having it in WorkFront is a bit of a disappointment, though we will work with it until it can be implemented.
Great news, we are starting to look into this. It is our goal to have this available within the next few months. I will keep this post updated as we make progress.
I'm excited to announce that we are close to getting this feature out to you! Coming to Preview on Thursday, May 30th and Production on Thursday, June 13th, users will be able to create a new type of custom field that is a Typeahead field and lets them type and select names of Users that exist in their system. You can find the release documentation and short demo video here https://experience.workfront.com/s/article/2019-3-Release-Activity-Overview-1993224231. The documentation and demo video will be updated approximately 1 day before the Preview release.
**EMEA Exception: Any customers who are hosted in our EMEA data center (CL04) will receive these updates after Leap London.
I am leaving the status of this idea as "Planned" until we deliver the other objects beyond being able to link to Users. Look for that update in the near future.
I wanted to send you all an update that we are currently working on the ability to create field level filters, so that you can restrict the choices available within any given field, as well as expanding this out to more than just the User object. I will share more updates as we get closer to a release date for those capabilities.
Field level filters are coming soon! Expect to see them in your Preview environment this coming Friday, October 4th. Barring any issues found during the preview window, they will then be made available in Production environments on Friday, October 18th.
For more details as well as a demo video, please see this release announcements page:
In addition to field level filters, which are now available on Preview, look this coming Friday, Oct. 11th, for the ability to create Typeahead fields to more objects than just users! The objects that will be available are:
Company
Group
Job Role
Portfolio
Program
Project
Team
Template
User*
*User of course is already available.
The functionality of all objects will work the same as User's have been, including the new filter capability. Production is planned for Oct. 25th, again, barring any issues found. The demo video can also be found on the release notes page approximately 1 day before Preview availability.
It's here! With the release of 19.4 we have finalized this iteration of capabilities for this feature. You can now link to different object types, along with the filters that were put in recently. Here is a link to the demo video for multiple objects:
I am going to mark this idea as Delivered. There may be other tweaks/enhancements that you all want or we consider, but the majority of this need is now available. Thanks everyone for helping us push towards great enhancements for you.
