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  • 1/18/24
    Hi All, I used to be able to filter my proof reports by the project folder the proof was assigned to using the following formula:EXISTS:a:$$EXISTSMOD=EXISTSEXISTS:a:$$OBJCODE=DOCFLDEXISTS:a:documentID=FIELD:IDEXISTS:a:folder:name=Art ReviewsEXISTS:a:folder:name_Mod=eq However, now this formula no lo...

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  • 1/18/24
    Hi all, I've been asked if it's possible to CONCAT a couple of values from different custom forms on 2 different objects. The calculated field is on a Task Report and I hoped some of the values on the Project's Custom Form could be used in the calculation. See attached - Product, for example is on t...

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  • 1/18/24
    Hello!  Is there a way to add the planned start date of a Project (or the first task in a projects start on date) to a Program Level report? Please let me know if you need more info! Thank you! 

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  • 1/17/24
    When trying to do a (seemingly) simple user edit - change in referenced email address, we are finding we have no access to change that field in the user setup. We have ability to specify email address when adding a new user, but not able to actually change it when setup. was reviewing another string...

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  • 1/17/24
    Hello There - Is there text code for a column in a projects report to display a summary of all the assignments in the project? Thank You!

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  • 1/17/24
    Hi! I am using a custom field to try and pull in a portfolio name into a task level report. It is working, kind of.... This is what I am seeing: "PIM | Cash Plus Portfolio (Portfolio-635067a0003b97d9b601c8c31d08ac3d)". But I just want to see "PIM | Cash Plus Portfolio". This is the code I am using: ...

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  • 1/17/24
    I am working on an inherited instance and we are getting another new system admin soon.  During the Admin 101 call it was mentioned that you could use a project to document tips, links, etc.  For anyone doing that, can you share how you have it set up?  Do you use a custom form to gather information...

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  • 1/17/24
    I could use some help formatting our process for task/project requests that aren't going to specific users... Background - We are an in-house marketing team, so we don't track hours in WF or use workload balancer. We currently send design requests to the job role "graphic designer." Their admin then...

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  • 1/16/24
    On some projects, when I utilized the Updates tab on project level, it shows up as a comment under the Condition Update field, however, there are some projects that I work on that the comments don't appear. I tested it out with my team member who is the owner of those projects, and they have the sam...

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  • 1/16/24
    Hello,Is there a way to import multiple tasks into Workfront and have each with a custom form attached?Thank you

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