Hi WF Community, Does anyone know if I can do the following filter on a task report? Task planned completion date = $$TODAY+30d I'd like to filter tasks that have a planned completion date within the next 30 days. I'd like to avoid a static filter that uses the 'between' operator, as I would have t...
My teams utilize notes and attachments sections on Salesforce Opps, sometimes, we'd like those notes/attachments to automatically be added to the Documents section of a Workfront project.Has anyone tried this/knows if it's possible to do? Thanks so much!
I am trying to understand how Workfront can assist us in identifying projects that are in need of resources in the short term, without having the PM raise their hand. One way I was considering was monitoring the CPI on all projects. Currently CPI can compare actual hours v. planned, and can indica...
Just trying to create several iterations of the same report with different groupings for executives. I'm trying to add a grouping to an issue report that groups everything together by Owner of the Resolve Project. Though I can put this as output in a column in a report, I can't group the report by i...
Very soon, Workfront is releasing a feature where calendars have the option to ignore Actual Dates completely (YAY!!!) I'm curious, would people prefer the default to be No or Yes?
Is anyone else having an issue today when trying to add a new version to a proof. We just get the blue progress bar forever and the info to fill out for the proof approval never populates.It's happening with all of our users.
Hi everyone - I'm excited to announce another calendar enhancement now available in Preview. This new feature is planned to remain in Preview for two weeks before it releases to Production! You will now have more control over how objects display in Calendar Reports by opting to ignore actual dates e...
We have a creative brief pdf that is required to be attached when submitting a new creative request. However, I don't see any way to attach a document to a custom form. We want it be part of the intake form so the user doesn't have to go back and remember to upload it to the documents tab after they...