Workfront

Hey, One thing that has come off the back of the notification error that we encountered last week is that we are now using reports as 'to-do' lists for teams that receive new requests via request queues. The report filter is set up to filter out any complete or cancelled requests, so as soon as the ...

Hi, Within the Workfront user interface, when you create a report you can set filter logic using OR to combine two sets of criteria. e.g.: Criteria A + Criteria B OR Criteria C + Criteria D Using the API, I am not aware of any way to do this in a single query. I assume that I would need to run two ...

I could use a second set of eyes, please (particularly yours, @Anthony Imgrund ) One of the little tricks I found a while back is that the constants that can be combined with $$TODAY on a Filter are additive; for example, you can Filter between $$TODAYbm and $$TODAYbm+3w to get the "the ...

We currently have an automated weekly executive summary project status report that goes out with 1-2 line updates on status, color, timing, milestone, and other status fields at a high level to show overall portfolio status at a quick glance for our executive leadership. In the custom form field for...

Hello All, We are new to Workfront and after the initial launch and incubation, interest in Request Queues is growing and I would like to establish an overarching organization for Topic Groups, Request Topics, and Sub-topics. Following is my first pass at what this might look like to support our Sal...

We have a lot of Reviewers asking! Thank you! Jay Jay Schertzer Guild Mortgage Intranet System Administrator

Is there a way to define the milestone view as the default view for a report? I'm looking to have the milestone view on a dashboard, but I can't seem to make it the default view. Any help is appreciated - thanks! Becka Johns Marketing Communications ProMedica

Hi all, so this Queue Topic report is one of my favorite reports to use and also to share with my key stakeholders. It helps me see all of the queue topics in my system and what the configuration behind them is. Prompts are awesome as well, which help provide pre-defined settings for the stakeholder...

Hello Super Smart WF Community, I know I've seen posts about this recently, but I wasn't sure if they addressed everything we're concerned about. So we're considering automatically converting all Issues/Requests to Tasks for all our Scrum Teams. We know this isn't necessary now with the new release,...

Hi all. I'm trying to put together a simple task report that allows me to sort by company name. I can easily enough group by company name but the only way I can get to sort by company name is to put a calculated field into a custom form. If anyone has ideas I would greatly appreciate it. Paul Paul W...