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Workfront - vlookup Function

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Level 2

1/29/24

Happy Monday fellow Workfront superstars! 

 

Recently, I have been doing some archived reporting in my instance and running into trouble trying to collect the right data points across the various records.

Therefore, I was thinking that it would be helpful if Workfront had a vlookup type function that could scan one or multiple reports to provide you with a check and balance.

Why is this feature important to you - Workfront has done an incredible job allowing forms to be cross-object compatible. However, some times I recognize older issues/projects/tasks/etc. (pre a system enhancement) have a tougher time to navigate through and amalgamate what you are searching for.

How would you like the feature to work - My thought would be to generate a report and type in a reference report link with a key search field identified (e.g. Project Name). Then Workfront would scan the reference report and return a field (in new report) that identifies if a record is present or not present in the reference report.

Current Behaviour - I currently export different reports and use vlookup in Excel.

 

I apologize if there is a much easier solution but thought I would share

 

All the Best,

Colby