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Hi - As we ramp up our use of creative agencies for our marketing team, I was looking for guidance and best practices for tracking projects against purchase orders, adding budget numbers to the projects and applying invoices. Has anyone found a really smooth way to assign work to a third party apply...
As we continue to grow and get more and more people in our Community with more and more groups and products, and to ensure the best experience for all members, we have put together some basic guidelines for participation you can read here. There's nothing really new in there, this community is alrea...
I have a user who would like to be able to create multiple new projects at one time. Is it possible to do a batch upload of information? If not, is there a good work around?
I'd like to audit our custom forms and deactivate those no longer in use. What is the best way to report on where and if custom forms are currently attached to their corresponding object? (to answer the question 'are any projects using this form and if so which?' for example)
Can a report be created that combines both requests and actual projects including who is assigned, status, etc.? One leader has a team that are assigned to both projects and requests from a request queue. The leader would like to track everything for their direct reports in one view no matter if it ...
This seems like it would have been asked before, but I've had no luck with my searches. It would be handy to be able to have approval buttons as a column in task and/or issue lists, so approvers on tasks/issues could do their approvals directly from a report. Is such a thing possible?
I am trying to add a calculated field that removes dashes from another field value, I was thinking it would be just as straightforward as:REPLACE(FIELD,"-","")But doesn't seam to work. It does replace the dashes with a letter or a space when the same is added as the third string:REPLACE(FIELD,"-","a...
Hi WF Community, I'm trying to create a report that will show me projects that don't contain certain resource pool field values. I tried using 'cinotcontains' as my text mode modifier, as this value was not available as a modifier in standard (filtering) mode, but this isn't working as expected. Any...
Hi,Looking for your guidance;thing to write in condition to collect all tasks more than 3 months but less than 6 months in Task type report. Please refer attachment.MvhKundan
Is there a way to take a field in a form and copy it or clone it so that it would have the same selections just a different name. Basically I want to have the requester select an action like Add or Delete or both. The field I want to clone would display with the name (add) or name (delete) or if bot...