I am trying to build a report that when a user signs in that it only pulls in their tasks and hours. The report would look like: The Program and Project are the group. The tasks and hours are the filters. I am trying to filter by our Portfolio and Group Name. I want the user when they run the report...
I have a task custom form that I'd like to be able to show in a report. How can I create a report that will show the custom form as it's built? I want it to display like a from not a set of columns. I'd also like it to carry the display logic. I know I can go to the task and view it that way but I h...
Hey everyone, Let's talk about an APAC User Group. Sounds like there are a few of you that are interested right now. Currently, my resources are stretched pretty thin, but I have a few ideas of how to help get something started. The format of a User Group typically revolves around a meal (lunch or h...
Hello, We would like to add a tab in the People directory that would add a personalized dashboard. Our dashboard accesses four different reports. If a manager with Planner access pulls up Joe Smith's dashboard on the People tab, we only want to view information that pertains to Joe; in other words, ...
When our projects want to raise a change request, we ask them to create an Issue on the project with the "Change Request" queue topic and fill in the fields on the custom form that appears. Once they've then saved that, we ask the PM to: Attach the CR document (the full doc contains diagrams, ta...
Micheal L gave me an interesting challenge today: he wanted to use Workfront as a public document repository for hundreds of documents to which other folks outside of Workfront needed access. He'd found the Sharing > Make Public option under each document, but since there is no bulk update, dreaded ...
All - Many of us have requested calendar enhancements, specifically the ability to export to PDF. Below is the link to this in the Idea Exchange. PLEASE take a moment to vote it up. There are currently 31 votes and we would all benefit from getting this on the roadmap. https://support.workfront.com/...
Hello~ We have a task report where we need two fields to be 'flagged' when a change has taken place (within the last month).: Fields are Status Update and Due On. How would you set column rules for both? * I'm thinking the Status Update rule would be BETWEEN $$TODAY-4w to $$TODAY and possibly add a ...