I have successfully created a FLO that creates a new project and copies form data from the request form to the project form. The last piece I'm missing is tying the request to the project. I have tried updating the request with resolvingObjCode = PROJ and the resolvingObjID = the new project ID, but...
Hello all I am looking for some guidance/understanding to help one of my employees understand an inadvertent error he is creating. He is new to being assigned tasks in Workfront and on two different projects he has unassigned himself from a task and therefore the update stream denotes " will no long...
Apologies if this was discussed already. I tried several different searches and could not find it. My scenario: I would like to use the Portfolio and Program typeahead fields, but would like the Program results to change based on the Portfolio chosen. So, if Portfolio A was chosen, when I move to Pr...
All my users have said that they're not receiving emailed updates/annoucements/reports/etc. from Workfront. I've put a ticket in with Customer Support but curious if other people are having the same problems.
Hello! Hoping someone has figured out how to add further info to a Matrix report. Vertical = Project NamesHorizontal Group 1 = Resource Category 1 (SL1)Horizontal Group 2 = Resource Name in SL1 CategoryHorizontal Group 3 = Planned Go Live Date Need: Add in Resource Categories & Names for Rescource C...
Hi all - Experiencing some really odd issues re: custom forms... the alignment/formatting that shows from the Setup --> Custom Forms --> Preview looks wonderful, but opening the Requests tab pulls up a form that seems alignment/row sharing/field width does not seem preserved as shows in Preview mode...
Hi, I am trying to find and implement an efficient process that involves copywriting, 1st round of edits, 2nd round of edits, final approval, then usually document has to move to a design task. What is the most efficient way to move a document? Per example, when the copywriter is done writing the 1s...
Hello - we have a need to connect disparate tasks/projects together with another project. The new Type Ahead custom field with the Project object seems like it could solve our need. However, having issues with reporting the data. For example: - Task A on Project A is associated with Project C (via t...
Hi It seems that you can't kickstart import new tasks into an existing project, but I need to do just that for 93 tasks. Anybody have any tips or shortcuts to share that will make this bearable? Or do I have to suck it up and add them one at a time? Jill Ackerman
Hi WF Community, I'm trying to troubleshoot an issue around many users not being able to see custom fields on a custom form. We have a custom form (Standard Project Information) on all of our project templates. It's associated to the project object. People can see this forms custom fields when crea...