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Is there a way to lock a custom form so that the form cannot be edited after the issue (or object) it is attached to is closed? I need a way to make sure the data isn't changed after the issue or task is completed. Thanks!
Currently I have an assignments report setup exactly how I'd like it, showing all tasks by user and I'd like to now provide this report to their managers per their request. However, when I share the report with a manager, they're unable to see the tasks I see. I have an admin account but the Manag...
I have a report grouped first by portfolio, then by program, then by a custom field 'sub program'. However, only one program in all these portfolios has sub programs. This means all my other programs have a sub program grouping called 'no value.' It drives my brand managers nuts and clutters the rep...
Has anyone been able to find a way to pull in the sum of the business case hours into a project report? We used to use the old legacy tools which had a unique field called Budgeted Hours which was the sum of the business case hours, and could add it to reports and views for a project. Now there is ...
I am trying to figure out how to build a report based on budgeted hours entered in the new experience resource planner. I want to display the information in a matrix; Horizontal matrix includes projects and monthsVertical matrix includes job roles and usersBody would include the budgeted hours by m...
Should we keep it how it is in the new Workfront experience or switch it back to how it used to be in Classic? In Classic, it was Recents and Favorites. In the new Workfront experience, it is Favorites and Recents.See image below for an example. Let me know what you think.
We're on the New Experience, and I'm looking at the Workfront Classic resource for Advanced Reporting: https://cdn.experience.workfront.com/Training/Guides/Workfront+Classic/Advanced+Reporting.pdf It references a resource on page 53: The link still directs to 'attask', so obviously, it's old. I'm ...