I have built several Dashboards for teams but the filters needed to view the reports never seem to stay on the Dashboard. I get regular complaints that the teams have to remember which views to choose when they go to the Dashboard to view all the reports. How can I get these to remain permanent for...
I have a team who is using a calendar to show tasks. They want to group the tasks using a field the field. Problem is the fields is a text field. Obviously this isn't going to work. I know I need to structure the field with a multi-select dropdown or checkbox group because the projects can be associ...
We have an issue intake form where depending on the answer to the last question in the top (common) section of the form, the requestor should go to either Section A or Section B of the form. However, once they are done with either section (A or B), we want the form to stop asking questions. Using ...
I am in the process of working with some coworkers to determine what custom forms we can deactivate (or potentially delete) because they are no longer in use and the data tied to them is not relevant. I managed to make a custom view in the backend under Custom Forms > Forms and I have managed to cre...
Is there a way to disable the auto-close function when a date is entered in the Actual Completion date field for a task? My team needs to track Actual Completion dates on tasks that are delayed or that miss the planned completion date. When the Actual Completion date is entered, the task closes whic...
Hello- My organization recent implemented the Workfront plugin to our Creative Cloud apps. When i try to submit a file through the plug in, it just bring me to the Workfront webpage in Chrome. Is this correct, or should i be able to submit files to Workfont natively within the Creative Cloud app wit...
Does anyone know how to get back the functionality that was apparently removed to edit the text field so that the report doesn't show the "field:" I used to this all the time and now it doesn't work. When the report runs, the grouping is not as clean as it used to be. Is there a new way to accomp...
Hello, We are wanting to start to use Programs to group together some of our larger campaign projects that come in. I have created a new Portfolio to then house these Programs as they will need to sit away from the existing Portfolios we have, and then created about 10 Programs that sit underneath t...