I have a requirement to create a form to gather product details and then should be able to edit product details later on. E.g. Using a custom form I can fill product details like Product ID, Description, Price, Discount etc. Then I should be able to see report of all the products and should also be ...
Hi all, I'd be interested to how you have produced and shared user support materials - for example training manuals, user guides, FAQs etc. I'm after details about file format and shared location that everyone can access. So for example: seperate powerpoint/pdfs in sharepoint site. held directly i...
Hi WF Community, Does anyone know if it's possible to create a custom calculated field on a parent object (Project) that would rollup (sum) the values of a custom field from a child object (Task)? Example:We have a custom field called 'Total Invoice Amount' on the Task object. I wanted to create a ...
I have a rudimentary problem and I'm blanking on the solution - can anyone help? I created a new queue and a custom form to capture information for the associated request type. But, the form isn't displaying for work and plan users on the request. (Below - screenshot of the custom form as it appears...
We have an issue where some users accidentally enter a non-numeric value in a custom field. This has resulted in downstream issues with some of the python/API scripts that we run to load data into projects. I'd like to create an exception report where I could check if the custom field has a non-num...
Right now you can only edit the main comment, not a reply, a frustrating issue for people who are often the repliers (ie the ones actually making an edit to a proof because they were asked to weigh in) and not the initial commenters.
I am part of an in-house creative team and we will be merging with team that has external clients. The external team uses a media buying functionality in their current program and would like to see Workfront offer something similar. I'm thinking I could create a custom form or a report that could be...
I am part of an in-house creative team and we will be merging with team that has external clients. The external team doesn't want to join us in Workfront because they don't want to lose that functionality. Does anyone have any recommendations or suggestions on recreating media buying and/or insertio...
We are looking to have the ability for users that don't have a workfront account be able to email in issues. How does joey.smith@gmail send an email to Workfront and then it becomes an issue in the XYZ project.