Workfront

Assigning job roles to groups or companies reduces the clutter when adding jobs roles to projects and using them in Scenario Planner. As we expand our use of Scenario Planner I want to limit job roles that can be used by group or company.

My team is looking to do some data clean up! I'm trying to develop syntax to filter out all programs with projects so the report only shows programs without projects. Easier said than done, right? -- looks like we'll need to get creative. My thinking is leading me towards an IF statement to filer o...

I have created a Document Approval report for users to see all the documents that they have been requested to approve. It shows the document name, who sent it to them, the date it was requested and a document thumbnail. I have filter that shows only document approvals that are pending.I am wanting t...

We have some reports that work off of projects and what issues are tied to them. Sometimes issues are submitted incorrectly and we have to move them under the right project. But because they keep the same path in overview "issue path" they aren't showing up. (it fixes breadcrumb above though). I tri...

I have a view setup that we use to export for MGMT review (it has to be outside of WF). Recently a user exported the list and tasks that were completed by a prior user (now deactivated) had the Assigned To field blank. When you click through to the task, that username is still showing as the Primary...

Hello community! I'm creating an audit report of my users to ensure they are set up properly. One of the things I'm looking for is to ensure that everyone in a specific org is part of a team. I can filter by home team ID because that's a singular entity. But the teamIDs seems to be a string list bas...

I'm wondering if anyone knows a way to create a custom sort order on a report. Right now my report is sorted by Project Status and it's showing alphabetical but I'd like it to show in a specific order. Anyone know of an option for this?

We've recently started to use rich text fields to help make our reports easier to read instead of just a bunch of text in a "recent updates" and/or "up next" field for our management. While it all looks great on a screen, most of our leadership team prefers a printed document for notes/comments/rete...

We used in in our Updates for example #Install date, but I am unable to use the Ctrl F feature to find "#install" how ever I am able to find "install".. The same is true of Notes reports.