I know how to copy a custom form, that's not my question. My concern is deleting or changing fields. If I want to use the same kind of field but rename it, will it truly change it in the other custom form(s), as it states if the custom form itself is named differently? If so, how do I take an existi...
I have a super cool new tip for you! Sometimes when you create a post you'll get a BUNCH of people leaving answers or having a conversation on the topic you posted about. Now, on the posts you've created, you can mark a comment as the "Best Answer." That way the discussion can continue, but the Be...
Hi everyone - I'm looking to hear your experience in using Workfront for time tracking. While we use Workfront for project management, we currently use a different system for tracking time. We'd like to bring everything into Workfront. In our current system, users track time only at the project leve...
Is there anyway to mass close time sheets in a Home Group for a certain time period? We were not using Workfront for timekeeping until this year. We are showing other years and would like to close everything but 2017. Below you will see 2014, and we need to remove those from all of our Workfront use...
Hi All, I'm full of questions this week! Does anyone here use an integration between Workfront and Saleforce Marketing Cloud to help manage email campaigns across multiple departments? It takes a village here to get an email out- we all play a role, and right now- managing the workstream is very clu...
We will be logging time outside of Workfront starting August 1. I would like to disable anyone from logging time in Workfront at that time in case someone forgets that they are supposed to do it in the new system. Can I disable time logging for everyone? I can't find a way to do this so maybe not....
As part of our marketing process we receive lumpsum funding from our vendors/ partners - ie someone may give us $100,000 to drive marketing on their product/ portfolio for the fiscal year. (could be ads, training materials, product offers, etc) The money either resides with us or the vendor, and we ...
I would like to combine fields for grouping names into one row. I learned about this in Reporting Demigod at LEAP, and I have the handout that gives you the text mode code. However, I have not been able to get it to work. Workfront's example shows three rows of data combined into one row - but all a...
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Hello, I've tried to create a Notes report using the "Audit Text" field with a 'contains' condition to show me changes to a project-level custom field, but nothing seems to be pulling through. Is this because it's a custom field? Regards, Jamie Jamie Hill JLL EMEA