Hello all, Basically we want to allow users to be able to upload documents to task in a project.But we don't want them to see any custom task level details (i.e. a task-level custom form with all the task-level custom fields).Is there even a way to do this? Thanks
Hello!I have been asked to look into creating boards in Workfront but as I'm fairly new to the application, I'm not sure which type of board is best. I am seeking guidance on how to set up a board to ensure it supports our current workflow.We use a scrum task board outside of Workfront to manage dev...
Hi! As I am digging into Portfolio Optimization and Business Case functionality, I have noticed that my existing projects where a business case was not used shows an exclamation with the following verbiage, "The project will be scored only if the business case is complete, the project is submitted a...
Has anyone successfully done a Kickstart with custom form data where the custom field was a 'Text area' field or a 'Text Field with Formatting'? I'm trying to do a Task object Kickstart where a custom form is attached and a string of text (sometimes a sentence, sometimes a URL) is added to that cust...
Hi, how can I pull a Note report for any update I'm tagged in the past X days, whether tagged directly OR a team (Home or Other Team) that I'm on was tagged? I'm getting stuck on the text mode but I knot it's possible! I don't want just $$USER.ID but also $$USER.homeTeamID, $$USER.otherTeamsID.
Hello,I need to be able to export the list of "Exceptions" (i.e. public holidays) for each of our schedules. So I've created a report on Schedules that includes the following column: displayname=nonWorkDays listdelimiter=, listmethod=nested(nonWorkDays).lists textmode=true type=iterate valueexpressi...
This seems too simple to ask but I just cannot find the solution! I have inherited the SA role from a previous employee who created 99% of the custom fields and now I would like to create a new hybrid custom form from two existing custom forms, using the same custom fields.When I try to duplicate a ...
Is there a way to display task description for unassigned tasks in the summary pane? The tasks in the image below are overhead tasks, typically not assigned to specific users. Instead, we ask users to pin the tasks and input hours. However, for our 1000+ users, this is creating frustration as they a...