I am looking for a solution to the following problem. We are using Workfront to track our access reviews. There is an Access Review Attestation custom form attached to each task. The User needs to answer the questions on the custom form before changing the status to complete. I am having an issu...
Hi all - I'm trying to find a way to have the Portfolio field on a project automatically populate based on a field (Portfolio, typeahead) from the issue/request. Currently, we have requesters choosing the Portfolio, then at project conversion, our planners are manually populating the Portfolio field...
Can someone share some documentation to help me understand what is the major difference between Basic Board, Kanban Board and Dynamic Boards so then accordingly we can decide where to use it? From the looks of it the functionalities in all of them look similar
I have created calculation field, which is based on the data from two different fields (which are also included in the Custom Form) FormulaSUM({DE:Outcosts to date},{DE:Outcosts to complete}) Are attached the calculated field to one of the report and the report is attached to the project dashboard....
I have a question from our stakeholders with what contribute access permission options are available for task assignees within a project. Specifically, they want their teams to be able to edit their assigned task status, but NOT the actual start/end dates of their assigned tasks. Is there a toggle...
I may have asked this before, but I can't find my original post. I have a task report and I added a column to pull the project update notes. I thought that it would pull the most recent update note, but it's not. It's pulling the first note. Do you know how I can have the most recent update not s...
Here is the solution we are trying to solve for: We use Workfront enterprise wide with multiple groups/processes onboarded into our system. One team has a very specific custom form with very specific questions that have to be answered in order for a project to be created. Once a project is created...
Is there a way to share a project to a team, group, or company when a user within that team/group/company is assigned?I suspect this is something Fusion might solve, but we don't have Fusion.