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I'm trying to automate my WF license change so that if the user has not been active for the past 3 months, it will automatically change his or her license to "Requestor." I'm running a scenario in Fusion to make this possible, but I'm not sure if my conditions and fields are correct. I would like to...
Is it possible to insert blank columns or columns with a static value (the same value for each line in the report) into a project report in Workfront? My situation is that I have a load spreadsheet template that is used to bulk load items into one of our ordering systems - the column order and numbe...
Hello, we are currently in a testing phase of Workfront and I am at the beginning of the learning curve. So bear with me, please. I have a Worker who is member of a production team. If a task is directly assigned to the employee, he or she can see the task in the corresponding project. However,...
Hello, We're testing building a scenario in Fusion that allows users to use the integrated Workfront app in Salesforce (create a WF request inside Salesforce). We have a form on our request queue that includes CRM type fields (client information) and that data is housed in Salesforce. We don't wan...
Someone created a project schedule, then asked for specific dates to be blocked out that are different to our default schedule in Workfront. I created a custom schedule with different dates blocked out as exception dates, and assigned it to that project. The project is not recalculating the schedule...
Hello! Is it possible to remove or hide stories from the agile view within a project once they have been completed? We have a large project with a ton of Stories (aka Parent Tasks) that are cluttering up the agile view and would love to be able to filter them out once they are completed. Any help ...
Greetings, WF Community!I started a new user Workfront checklist for my company that covers user profile confirmation of groups, teams, personal details, ETC. I'm looking for more examples to consider for a new user setup. Has anyone created a new user checklist of items/areas that should be reviewe...