Workfront

Hei Is there a possibility to attach an excel file in advance inside a custom form? Since not all the time all forms required to convert in custom form? I am looking to open this attached excel file via custom form in a queue topic. Any recommendation in this regard...... Regards, Kundan. Kundan ...

We are having a meeting with the business to discuss options about Portfolio/Program, and wanted to see how other FinServ groups are doing it. Our current suggestion for the business based on Workfront tips is the align by a request type as the portfolio, then the subcategories of that request as a ...

Hi, I have a custom field that holds a GL account number. If that account number has a leading zero then it is dropped in my report. Is there a way to force the leading zero to show? For example account number is 0101 and my report shows 101. Thanks, Chris Chris Langan Canandaigua National Corporati...

I hope this idea makes sense - I will see if I can edited to be more clear. And yes I am looking for upvotes :-) Graphical Milestone display on Project Screen and report John Seitz DTCI | Disney |

Hi Ashley, Welcome to the community! Request queues happens to be a favorite topic of mine. Coincidentally, I just posted a topic this morning titled "https://one.workfront.com/s/question/0D50z00006Px3KQCAZ/" A WFPro Exploration into Request Queues , which addresses both of your issues above. It'll ...

Hi Risa, Just checking in here to see if you got your question answered on "https://one.workfront.com/s/question/0D50z00006Px3KACAZ/" this other thread as they sound similar. Is this a separate issue you're trying to solve? Thanks! Kyna

I have someone on the team who is unable to add tasks to an existing template. They have the ability to manage the template through project sharing. They also have a Planned license. Does anyone know why this individual is unable to add a new task to a template? Thanks, Risa Wilson CHOA

This may be more of an integration discussion, but I'm looking for a way that when a task is marked complete on project 1 that it will mark a different task complete in project 2. Any suggestions are appreciated. Michelle Bowden Fiserv ETG

Is there any way to allow non-administrators the ability to manage teams within a group? We would like to have a group administrator add and remove members to teams. The group administrator is not necessarily a member of the team. Jason Saunders

Happy Tuesday! If I could go back to the beginning of my Workfront experience 8 years ago and change one thing, I would refuse to back myself into corners with integrations. Without fail, integrations where we've tried to automate issue routing or process user additions have always ended up taking m...