We use Fusion to integrate bi-directionally with a custom budget database that has additional information we need to track on each expense item. I have 2 forms I want attached to each Expense record. it is difficult to just have the users add them, as one form they do not have access to. it is a ...
The only way I have had luck creating this view for the team in our sandbox is by adding a system-wide status and "locking" it down... but then other groups that don't need that status can't remove it! Am I missing a key step here from the help articles on how to do this? Thank you for the help!
I have 2 planners working in the same project and trying to add proofs in specific document folders. Each time they do, the proof generates outside of the folder under the general Project folder. They both have system admin access -we have not encountered this before- anyone?
Yet another question! I'm finding that with cross-project predecessors, "update on change" does not automatically change (recalculate) successor task dates when dates on the predecessor tasks are changed. One has to manually recalculate the timeline or wait overnight. I want to be that this is worki...
We have the daily summary email but that takes a whole day to get an email and our company needs a global approval email notification right away in real time. Thanks!
Having trouble getting accurate real-time data? Timely task updates may play a role here!! Make sure that end-users are all aligned on expectations: Everyone should know what “done” really means. Does “done” to each team member mean that the task is ready for approval, that all activities, deliverab...
Hi Everyone,I'm working on a request to solve for linking inventory to assets. Need to extract the pictured sku into a text file with sku# and date.We save all released assets in WF. Hoping there is a way to do this.Thanks!Linda
Hello Fellow Workfronters, Ok, bear with me, I hope one of you can follow along and help me with this. Goal 1: Create a calculated express that shows me the percentage of planned hours that I have used up for a task.I have succeeded in doing this in a Task Report by adding the following formula to m...