Adobe Workfront

I created a report using text mode to group a task report by assignment, program and portfolio. I can see the groupings in the report details, but charting is not working. When I try to group the chart by program, I only see “project,” which does not give me what I’m looking for. Here is the text mode I’m using and below that is what I see when I try to chart. group.0.linkedname=assignedTogroup.0.namekey=view.relatedcolumngroup.0.namekeyargkey.0=assignedTogroup.0.namekeyargkey.1=namegroup.0.valuefield=assignedTo:namegroup.0.valueformat=stringgroup.1.name=Portfoliogroup.1.valuefield=project:portfolio:namegroup.1.valueformat=HTMLgroup.2.name=Programgroup.2.valuefield=project:program:namegroup.2.valueformat=HTMLtextmode=true  

Hi team, We recently had a member of our team change her last name and she is now unable to create a proof out of documents uploaded in Workfront. She recieves the following error message, “Failed to generate proof - Unable to log into ProofHQ.” When I checked her proof profile I noticed her proof user type is now listed “guest.” Is there a way to edit the proof user type or has anyone found a solution to this issue?Note: We do utilize SSO, and the name change has been made to our directory.Best,E

Does anyone knows the API for converting an issue to a project in postman?

Can someone point me to documentation on the “Summarize” options in reports?When creating a chart in a Workfront report, the user is required to select an option for “Summarized By”. In most cases there are two choices: Minimum and Maximum. What do these mean and how are they different? What other options exist and what are their meanings? I’ve see Count, Sum, and Average on column settings as well. I haven’t been able to find anything in the Workfront documentation.

SharePoint Integration with Adobe Workfront 🔍 ScenarioOur organization recently integrated Microsoft SharePoint with Adobe Workfront to streamline document management and project collaboration.During implementation, a key question came up:👉 If one user configures the SharePoint integration using their Microsoft account, will all other users automatically be able to use it?🧠 What We ObservedAfter testing the integration, we identified the following behavior: The SharePoint integration in Workfront is user-based (OAuth authentication) Each user must individually log in to their SharePoint account when accessing the integration Permissions are delegated per user, not shared globally ⚠️ Key Challenges Multiple User Logins Required Every user must authenticate separately with their Microsoft account. Approval Prompts Some users encounter an “Approval Required” screen depending on organizational Microsoft policies. Access Dependency Users can only access SharePoint files and folde

Hi, I’m looking for some advice.I have a user who is trying to add a new task to the bottom of a project. The task above it is a recurring task, but this new task should be a separate item. However, when they add it at the bottom, it automatically indents under the recurring task instead of appearing as its own task.At the moment, the only workaround is to add the new task at the top of the project. Is there a way to add a task directly to the bottom of the project without it being nested under the recurring task?

Hi everyone,Is it possible to display the thumbnail for a specific version of a document (for example, the original upload - version 1)? Or does Workfront only support showing the thumbnail for the current/latest version of the document? This is not related to proofing at all, just a simple document/issue report. If anyone has experience with this or knows of a workaround, I’d really appreciate your guidance. 😃Thanks in advance!

I have created a note report to capture proof comments from proofs, thanks to ​@Kiersten_Kollins  previous post  - although I am hoping for no more than one round of amends, the documents are linked to the task status with some automation.My report is to report on rejected (tasks) proofs however, should V2 be rejected with comments, the comments from V1 are still visible on the V2 image.I understand now that notes do not ‘talk’ to versions of proofs and I have looked other ways to work around this:filter : exclude Locked (no relationship with proofs) filter using current version - again, no relatioship with proofs proof status document IDI thought that maybe a new column which shows V2 document entry date would help with some custom formatting, however this just shows V1 entry date. The versions are listed, so the information is sort of there, but wondered if anyone had a great idea in case V2+ gets rejected to decipher what comments related to which version/entry date.If V2 gets appro

In Workfront Planning, we’ve noticed the limitations for filters within records/views.Wishlist Items for Filtering in Planning:It would be great to be able to save filters that are used on a regular basis - admin to assign those to a universal access. It would be great to have the ability to create and save your own filters by user. It would be amazing to have these filters show to the users applying them ONLY - not all users in the record/view at that time.

Hi everyone, this question is pretty simple yet pretty vague. I have noticed there is already a question (https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/workfront-planning-what-are-your-use-cases/m-p/776086#M4732 ) connected to the topic but would like to ask it and have it in a single place. Question is: what are some recommendations, and what are limitations that you have noticed while implementing Workfront Planning? Any input is appreciated.  Best regards,Ivan

Adobe Summit is a few short months away and the countdown is officially on! 🎉We’re heading back to The Venetian Convention and Expo Center in Las Vegas, April 20-23 with preconference trainings kicking off on Sunday, April 19. It’s shaping up to be an incredible week of learning, inspiration, and connection!Have you grabbed your pass yet? Let us know if you’ll be there by dropping a comment below. If not, now’s the time - discounted pricing ($300 off) is available through February 13, so don’t miss your chance to save. If you are attending in person, we've included two important updates below:   The Summit 2026 Session Scheduler is now live! Sessions and labs fill up very fast and are available on a first-come, first-served basis, so register early and snag your top session picks before spots run out.  The Customer Success team will be organizing in-person networking opportunities so you can meet and connect with fellow Workfront customers while you’re at Summit. More details are com

Hi everyone! I’m currently working on cleaning up and standardizing our project templates and I’d love to hear how others are managing this.When updates are needed to a template, do you typically:Update the active template directly, or Create a new version (copy), make updates, and deactivate/archive the old one?I’m leaning toward a versioning approach for better governance, but I’m curious how others are handling:Template version control Naming conventions Preventing users from selecting outdated templatesWould love to hear what’s working well for your teams or any lessons learned. Thanks in advance!

Each time a new project is created, Workfront generates a new reference/form number. However, our business process requires different behavior based on project type:Revisions: Should retain the original form/reference number from the previous project/version Example: XX-1A-XX Variants: Should generate a new reference number using the same base identifier, but increment the alphabetical suffix sequentially Example progression: XX-1A-XX → XX-1B-XX → XX-1C-XX The core “XX” values remain the same; only the revision/variant letter changes based on the number of versions created Has anyone implemented a similar setup in Adobe Workfront?How are you handling reference number retention for revisions? What is the best practice for preserving prior reference numbers while allowing variants to create new ones?

I am struggling with saving the data on a custom form when I use an external lookup field with a webhook. I have successfully connected a webhook to a lookup field that returns results that match the user’s input. However, it sometimes saves the option the user clicks on and sometimes wipes the field back out when the user clicks away. From my searching, it may be that the form has nothing to “grab onto”, as in an id.  I don’t know if that’s the cause of my issue or not, but I haven’t been successful creating a json path to return linked label/value pairs, only a single label or ‘all fields’. I also haven’t been able to pass the data somewhere else without it still being linked to the original field, so as soon as the original field goes blank, everything else does as well.  I was toying with having a WF webhook listen for when the fields populate, but in my initial test, it doesn’t seem to see a change while the form is still being edited. Can anyone offer me some insight into how I c

As the Workfront Second Quarter Release is scheduled for next week (April 16 - Quarterly Release, April 15 - Monthly/Fast Release), this webinar highlighted a handful of enhancements coming to Advanced Enterprise Operations, Unified Approvals (the future of proofing in Workfront), Reporting, Fusion, and Workfront Planning. There are several demos in the on-demand recording, so it’s a bit longer than usual - plan for 75 minutes unless you watch on 2x speed.  If you weren't able to attend - no worries! The links to the slide deck, recording, and Q&A are listed below. Be sure to review the release notes on Experience League, as not all feature enhancements were covered in the webinar today!  Webinar Recording  Slide Deck PDF - note that the videos cannot be replayed in the slide deck PDF, so I’ve included links to those below  All videos from the section, Advanced Enterprise Operations Enhancements, can be found here - Financial Management (slide 18), Enhanced Layout Templates (sl

I’m hoping someone has already figured this out and can share their magic with me. I need a report for stakeholders/collaborators so they can see every Proof they are on along with the decision status of all approvers not just their own and ideally it would be one line per document but grouped by document also works for this purpose.I figured I’d reach out to the Community before pushing my Friday brain to write text mode 😅

How are others reporting the Quarter is the calculated field option working for you.  Can someone provide text that has worked for them?