HAs anyone done anything where they are able to either build a report or send automatic notifications to a person or a mailbox whenever there are updates to any custom fields.
I followed the instructions to order the project statuses system wide. However when I go to a project and click on the Status drop down, the statuses are not in the order that I made. Any ideas on what is happening?
get a report that sums by Brand (Bear, Tiger, Monkey...)? It would be easy if they all shared the same field called Brand, but they don't. I don't care about the Brand 1, Brand 2....I just need to know the number of Bear, Tiger, Monkey. Does that make sense?
Hi I am pretty sure that just a few weeks ago when I would create a new project the due date would default to 5:00 PM. Now when I create a project it is putting in the time it is right now no matter what the date I'm choosing. Has something changed? Am I crazy? Is there a way to get new projects cre...
I always like the week between Christmas and New Years to focus on cleaning up our instance from the past year so we start fresh. These are reviewed as needed throughout the year but this is the 'Big List'. My list is building but here's a snapshot of what I mean. Review reportsReports not usedRepo...
I am building reports for newcomers to Workfront. They are submitting documents for Compliance approval. I know how to give them a good project report, and a good Proof Report. Ideally they would use one report so they could get a feel for the progress of the project AND a link to the proof if need ...
Hi WF Community, I'm trying to group a task report by portfolio name and then by program name. I'm struggling with the program name grouping. Here's what I have for text mode: textmode=truegroup.0.namekeyargkey.0=projectgroup.0.namekeyargkey.1=Portfolio Namegroup.0.valuefield=project:Portfolio Nam...