We would like to have a Usage Report on filters, views and groupings in an effort to keep WF organized and clean. It would be nice to see who used it last, how many times it has been used and who created it. Whatever is not being used can either be deleted and/or we can follow up with the creator of...
Since the system custom quarters don’t contain enough entries and doesn't apply to Gantt views, I attached project and task custom forms with calculated fields for fiscal year quarters for actual start and actual completion dates that I can use for reporting.To do the same thing for requests, I’m go...
Is there a way to visually indicate tasks that are affected by user's time off in the project view? An icon, a row highlight, etc. Anything would be helpful. Right now it's too easy to miss project delays because individual task rows don't provide any indicator that they're affected. I tried experi...
Hi! My team is working on standardizing our project naming conventions. We're thinking of the following: CAMPAIGN_DELIVERABLE_ MMYY_DEPT_ REFERENCE For the dates, what do you typically do for your projects? The go-live date? The project conversion date? Thanks!
Hi everyone, I was wondering if anybody could advise how the 'Requested By' field is populated under the Issue Stakeholders section of the Overview in an Issue/Request. The field is appearing as N/A, but I can't seem to find where it links to. Thank you!
I'd like to make a report that shows all the updates a particular person was tagged in for the last 3 months (or prompts for time and person). Also, I'd like to make a report that shows all the updates a particular person made in the last 3 months. All the posts I've seen about this are older and me...
We noticed today that you can no longer upload a new version straight from a proof. Has anyone else noticed this change this morning? I did find a work around but the documentation is not updated in Experience League and there was no notice given of this change.
Hello, i was just wondering whether it is planned in the near future to be able to implement a more Table-like structure in Custom Forms. The Custom Fields are nice, but they are not really fit for a structured collection of larger amounts of Data. This example you could Display with the Fields "Pac...
I'm trying to write a calculated text field that will make it so that we no loner have to manually select a "Tier" for each of our projects on their custom forms. Use Case: Current-state, after a request is converted to a project and the project is built out, the project manager looks at the total p...
For my Proofreading team, I would like to have a report to see all upcoming task approvals based on a role ID to see what work may be coming through. I tried messing with EXISTS statements from previous forum posts to see if I could manipulate any, but I didn't have any luck. The approvalStep name u...