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.
Currently, I have a report that shows all proofs that were created by the user that were closed within the last 30 days. But I don't know of a way to have the proof owner check off, or mark off that the comments in the proof were implemented. With each person working on 30ish different projects at a...
Good morning,I'm investigating the feasibility of triggering a post-production FLO that would only execute when a project is Archived. Idea was to have a scheduled FLO on Project Update, but I definitely don't want to run this for each and every Project Update. Should only run this FLO when a Proj...