You may want to go back to a different version of a scenario many months or years in the future and while it may be in the captured versions, it's a good idea to make your own copies with a naming convention to keep track of the various versions over time in case you need to use them again. "Like" ...
Hi All - I am working on a Project Report that displays the current tasks being worked on. The issue is that I have some "Oversight" tasks that last the full duration of the project that I want to exclude from this column. All 4 tasks contain "Oversight" so I would just need to exclude anything that...
I have a task report that is grouped by project name. The purpose of the report is to display 3 specific tasks for each project (Task A, B, C). I want to make it only display the projects that the viewer has been assigned one of these tasks. How would I accomplish that? I tried the assignment code B...
We have requests come in and via routing rules go to a team from the report we review and assign to an individual from within the assignment column of a report. Now I cannot change the assignment or add anyone. I have to go to the issue itself to change or add to the assignment.I tried in the sandbo...
Reminder our next user group call is coming up on 12/21. Question for everyone... are these calls helpful to you? We generally don't have too many people call in but we have some good discussions with those that do.Is there a day of the week or time of day that would be better for you? Would it be b...
Has anyone figured out how to add a company logo to custom email reminders? Bonus question: Does anyone know if there is a way to show an object-level dashboard on a custom email?Use case: We use WF for manufacturing projects and have tasks for quality control audits. AtApp designed a report that ge...
I need a report (ideally a chart, but let's start with a report) that counts selections from a checkbox custom field. I've searched the discussion threads about this and the best response I've seen so far is to use SUMIF expressions. Each of those solutions is then followed by, "That's untenable bec...
Two part question: APPROVERS: Is there a way to autho-delegate a backup approver on proofs when the original approver is away on vacation as not to hold up the proofing approval process. OR ASSIGNED TO A TASK TO SEND A PROOF OUT FOR APPROVAL: Is there a way to delegate a backup person to replace the...