Hi! I am exploring the document report for a need that we have and wanted to ask this group of pros/cons they have found while using this report type. Thank you in advance!
Hi! Does anyone know if there is a step by step guide on kick starts for custom fields? We have versioning in our projects and i will create the same exact field with a slightly different name that has all the same options to select. Currently, I am working on a mass form overhaul with new fields th...
Hello, I am trying to pass a specific view and filters in URL.It has been mentioned as possible but I can't find any documentation or examples. Example:This URL will take the user to subtasks, most of the time with default view and filter.https://mydomain.my.workfront.com/project/1234567890123456789...
We have some monthly and bi-weekly reports that we'd like to send out of Workfront via the "Send Report" function. However, we'd also like to give the project manager/owner an approval window to stop the automatic delivery in case some issue needs to be addressed before the scheduled send happens. I...
Hi, I am attempting to upload multiple Documents via Postman via the API. Does anyone have any code examples or documentation on how to do this? I've been able to GET project details and even POST New Projects via the Postman but haven't figured out the upload API yet. Any assistance or advice would...
Hello, We have a workstream where we are exporting custom forms (in this instance the custom form is serving as the brief) to share with external agencies for quoting purposes. Is there a way so that when we export the data from the custom form as a PDF, that our company logo also appears on the fil...
We would like to - Remove Count- Remove sum and rename Program: Total Units to just units- Remove sum and rename Program: Permanent Mortgage Amount to Loan Amount
We have been searching for a change in the statuses under the assignments and done with my part section on the home page. One image shows an issue on a project and how it appears on the home screen. The other is a request through a request queue project. We would like the status to be the same. Thos...
I have built a task report that gives me the status of a task task contains build in the name on a project, using the approval path start datevs the project planned completion date See attached screen grabSo, on this I can clearly see that based on the build task Approval start date vs Project pl...