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Is it possible to incorporate visual elements into a request form? We would like to replace a custom form that lives in Salesforce with one from Workfront; however, that form has visual elements that help reinforce selection options. Is that possible in Workfront?
Is reiteration possible between set of of tasks under project. Let's say after stakeholder review, there are some comments to be taken care of, can we start back the previous steps? I checked out Approval Process and I see with approval process we can reset the current task's status on rejection. Ho...
Hello Friends, When I used the Workfront report with magnifying glass, I typed style number with searching, it didn't find anything (no matches). But I used the prompts with searching "style number", it did show up the things I wanted. see below screen shot. Not sure if this is a bug, or something w...
I found a few older threads about this, but the solutions didn't seem to work for me, so I'm hoping to get feedback on what I'm doing wrong. I'm trying to add a column to a project report that will pull in a value from a custom form field that is attached to a parent task within the project called "...
We have custom forms that we attach to our Requests and Projects when they're created. Currently this is a manual procedure that each PM must remember to complete. Is it possible for us to build our Request Queue and Project Templates in such a way that the preferred custom forms are attached automa...
I'd like to share a guide with our users on the available commenting/editing tools in Workfront proof, specifically for the text tool (how you can highlight text, replace it, strikethrough, etc.). Does anyone know if something like this that exists already? Thank you.
The report is a Task type report. I have completed the report and here is the text for the text mode of the column in which I am trying to display the Business Analyst name. displayname=PROJECT BUSINESS ANALYST NAMElinkedname=projectnamekey=view.relatedcolumnnamekeyargkey.0=projectnamekeyargkey.1=A...
I'm building out my workflows for my team. The department are all UK based, and I'm trying to get the various date fields to convert to GMT - DD/MM/YYYY.I've changed the instances settings and the individual profiles to move to the UK format. I can't see a way to then change columns such as the Due ...
Hi I am having an issue where I have two issue reports which are virtually identical. One of which, a user can bulk edit issues in the report and in the other they can't. They don't have the pencil symbol in one while they do in the other see screenshot. It also extend to two users with identical ac...
Dear All, Our organisation is considering a move from Gsuite to MS, in efect our project documents will be migrated to OneDrive. Currently, while working with Google Drive where we link project folders to projects in one to one relationship. I wondered if there has been any attempts to mass migrate ...