Hi WF Community, We have a custom form called Incident Triage Requests. Folks attach and fill out this form on issue records. Those issues records are originally logged against any project in the system. We have a routing rule set up on a specific project called Incident Triage Requests that route...
Hi All, I am looking for a quick way to see if projects have Billing Records associated to them. I can create a billing record report that shows the project name, but I can't figure out how to create a project report that indicates if the project has billing records. I don't need to see the name of ...
Scenario: You posted a proof and it had some minor changes. You made the minor changes. It doesn't need to go through approvals again but you want to post the final version. When you post it, do you: A) Post a new version of the file and tag the person to know it's done and they can download it for ...
I see it is possible to display custom data from a Company custom form when viewing a Project in the Home screen but I do not see custom data from a Company Custom form as an option when viewing Tasks. I would like to be able to display company level information on a task. Is this possible?
I'm looking to get an idea of how people are collecting information about a project once it is in motion. The two ways I see are having a Project custom form or updating a document with the relevant information. Does anyone use any other way to obtain and track the information?
We have a Proof in the documents tab of a project that was uploaded by Valerie, she is out of the office and we'd like Susan to save another version of that document. She's getting an error that says she doesn't have edit access. I tried sharing the doc with Susan - still no luck. What do I need to...
Our help desk manager just came to me with this question below. Does anyone know if this is a feature in Workfront currently? I don't think it is, but figured I'd ask here to see if anyone has come up with anything in their instance? "If we have an outage where all Microsoft access is down (Teams, ...
When we transitioned to Workfront One from our old community, the number one request was to change the community digest email. We heard you, and have been working on building a new template and functionality. Today we’re excited to share that it’s ready! You’ll see the change in your inbox starting...