The scenario is thisAnna puts in a request for a new videoBrennan makes the video and uploads it as a proof for his boss to reviewAnna, as the original requester, gets a notification that there's a new document -- even though it hasn't been shared with her, she knows there's activity on the request...
I've got a task report that is using conditional formatting to compare 2 date fields. One of the fields is a project level custom field with no time, the other is the Planned Completion Date of the task. Both dates are present in the report so you can see in the screenshot that there are instances w...
HILooking for your expertise in regard to pull only vacation days without Saturday & Sunday and also exclude exception holidays from Schedule.Actually, created one User based report, and added two text mode columns, 1) Column name: Vacation this year, but this does not able exclude the exception day...
We have users in our system who provide a drop report to our call center, so they know the jobs that are being deployed to customers each day, as well as the counts for the drop. We have email components, as well as direct mail components, so there's a date field on each project for Email Drop and D...
I created a report that returns notes by project by program. The text mode below groups perfectly, but it will not sort. group.0.iscollapsed=truegroup.0.name=group.0.querysort=project:program:namegroup.0.valuefield=project:program:namegroup.0.valueformat=stringgroup.1.iscollapsed=truegroup.1.name=g...
By doing testing after each module creation you can watch the scenario develop accurately and catch things easily if things go wrong. Then you can easily disconnect routes or unlink modules to avoid issues that arise. "Like" this post if you find it helpful!To find all previous Quick Tips, go here...
We are onboarding a lot of people into Workfront as we move our compliance approval process in there. One piece of feedback is that since we are always going to use an Automated Template, can we at least default to Automated as an option? I can't find anything in the ProofHQ that suggests how to do ...