We are using the Custom API module to post a NOTE. I've posted screenshots of how I'm doing this. When I search for the Note via Fusion I get back the text etc that was posted but there is nothing there in the actual project! Any help on making this visible on the Project would be gratefully receive...
Okay, lay it on me. What do I need to be aware of before I deactivate a WF system admin. The sys admin who needs to be deactivated was the original sys admin to stand the system up... so built a lot on the system. Will we lose reports, automations, filters, anything? What do I need to be aware of?
The subject says it all. Does anyone know how to add a column in the Programs view that shows how many projects are under each program? I would want to filter out complete, dead, etc. TIA!
Can someone help with understanding these highlighted options in the screenshot on what they mean and their functionality? I understand what Boards is but why is there 2 boards option? One for Boards and other is Kanban boards. Also what is add to workstreams and add to iteration mean. This is a sc...
You used to not be able to add the same custom form multiple times. Is that still true? We have a use case where we will need the same field multiple times on a custom field but there will not be a clear-cut number each time. Is there a way around this on one custom form? Or can we add multiple form...
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....