Hello! My team has used Workfront for a few years as an internal/shared services marketing team. We support the business units and do not use quotes/invoices. We recently merged with another team that previously used Advantage but as of Jan 1, we are all in Workfront. The new team has external clie...
Long time folks! I need to create a new Job Role and assign it to an existing resource (me ), but I am concerned what impact I am going to have on my existing Workfront structure (Teams, Templates, Projects, Reports etc) that I need to address. Any suggestions for efficient management of these ch...
Need a help on sharing a Document with Workfront. I read about the "Webhook API end points" and looking for some sample java code to re-use which will make to share a document from my organization to Workfront. I am sure this has been accomplished by many of us here. Any pointer to such sample-code ...
We have figured out how to pull the milestone dates into a field (text below). However, it appears that these get sorted based on the last one to be updated dropping to the bottom of the list, which puts it out of any logical order. What we want to do is sort this field by Date - so they are in act...
I added a new field to a custom form. When I click the 'preview' button, it doesn't appear. When I click save, I see it on the form but when the form is used on a request, the field doesn't appear so it can be answered.
Hello, I wanted to check to see how others have done this, as I was sure I did this in the past. I wanted to get a custom field at the portfolio level, on an issue/request report. My first thinking was to create a calculated field to help pull in this information, but am having trouble getting to b...
Calling all Admins (and all users, really). We will be doing our next round of leaderboard prioritization on February 16 - March 2nd. Please take a moment to mark your calendars, bookmark this page, and spread the word. The ideas up for prioritization are:You will soon find out... New to the Inn...
Our organization has a specific task that ends up being more critical than the actual closure of the overall project. I'd like to bring the projected completion date of that task "up" to a project level custom form so I can use it easier on reports - for filtering, sorting, grouping, etc. I'd think ...
Currently, all of our projects begin as requests and get converted into projects. Oftentimes, after a project is completed, it needs to be reprinted with either minor changes or a straight reprint either months or a year later. We have them fill out a new request, but all of the custom print informa...