We are going through a review of our custom forms and intake processes. Is there any way to print or export a custom form as it exists in the form builder? This format would be a great worksheet as we redefine and update our fields and branching. Thanks for your consideration!
We have a process in which teams will tag another team in the updates to escalate an issue. Is there a way for me to pull that information into a column or filter in a report? Basically looking for (Updates contain Team ABC) but I can't seem to find any option that allows for that information to be ...
I know you can set a default planned completion date for x days after the request is submitted but a lot of our requests can vary in size and scope - and many times the person making the request doesn't have a clear enough idea of what they want or the impact of it, so wouldn't really know which opt...
https://one.workfront.com/s/idea/0870z000000PSBEAA4/detail Sharing this innovation lab idea that has been sitting in there. I was trying to solve for this exact issue and saw there were other similar questions in the community to be able to report on the amount of time an object is in a specific sta...
Basically, we want an Issue (request) to go to a team first. Once they are finished with the issue, this would go to a planner that would convert it to a project for the Creative Team. Once they are finished with the project, this would then go as a final task / issue to the last team that would be ...
We have a short, 5 min survey that will show you a design concept and ask you for your feedback. If you have the time to offer your thoughts, it will greatly help us improve the product to better meet your needs. When you are ready to start, click the link below to launch the survey. Thank you in a...
I followed the articles on creating a journal report to show when the project status changed to another status and when and by whom, however, I did not get the desired reports - looking at the report. Have anyone else already created this particular type of report using the journal report - that you...
For example, I'm running a project but want to lock the custom form to prohibit editing from other users who have access. And the second question, I want an audit log of fields that were changed. What was the original input and what is the new input? I know we can do that in the updates stream by tu...
Has anyone experienced issues in changing/updating user's name's? We have a user who's account was originally created with their formal legal name, which they don't go by. For their own To make it easier for other users to find him I have tried updating it to his preferred name three times now, but ...