We have a request to produce one report that shows the following items: Global Campaigns, Global Products, Region A, Region B, Region C Value 1 = Region field with a dropdown of Global, Region A, Region B, Region CValue 2 = Prioritization field that shows what the category they fall under. So the d...
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Our project owners work with the various business units to decide roll-outs of various projects in a campaign. Due to the conflicting timelines, they do this in excel since it's not feasible to create 15 projects from the get go just to see where the dates fall. Do you use such a template that takes...
About a year ago I created a Task custom Form. After a couple months I copied the form and made the copy a Request/Issue Custom Form. When I did that the field names remained the same and going forward any information entered on the Request Custom Form would reflect on the Task Custom Form when the ...
If we upload new versions of proofs to stage 1 in a workflow, the individuals in stage 2, 3 and beyond are getting new version notifications in Outlook. Can we turn this off?
Is there a way to export the program view that shows all projects (& their status) in a particular program? There is an option to "Share", however my audience is our CEO and Executive team. They do not have Workfront accounts. Thanks!
When building a custom form for our Sales team and adding the Date field is there a way to indicate a specific date? or multiple dates? For example: Emails send every Monday. I don't want requestors to be able to choose any date.I want requestors to be able to select multiple dates and schedule the...
Is there a way to attach a signature, such as an email signature, in Updates posted in Workfront? I've seen a few and am not sure if people are copy/pasting it as part of their update or if they actually have a way to auto populate.