Not sure when this started happening, but when I do "Add New>Document" and select a file to add, WF is automatically converting it to a Proof with no workflow. Not ideal, as I don't want to have my backup data converted as a proof. Going to "More>New Version>Document Only" allows me to over-write th...
I am a system admin. When I log in as one of my team members, they can only see one request type when they go to the drop down. They should be seeing way more options. How do I fix what they can see? Thank you! Travis San Pedro Lockton Dunning Benefits
Here's the scenario: We have a QC team of three people. They are assigned to a stage to review in Proof, and "only one decision required" is needed. What happens if there are edits needed: when the next version is uploaded, do all three get another email, or only the person that made a decision the ...
Hi, Just wondering if anyone has heard when the improved functionality will be coming? I still have users who cannot perform basic search functionality which impedes their ability to do their jobs. This is the latest update I have from December 2019: I do not as of right now have an ETA on when the ...
I recently found the ResolveProjectId property of the issue. I would like to use this to distinguish between projects that are converted from issues and projects that are copies of those projects. Is this a proper use of this property? Is there a better way to differententiate between projects conve...
We're trying to organize a report to help show our busier times of the year. To do this, we'd like a report to group data by month over the course of 3 years. For example, we'd want March 2017, 2018 and 2019 grouped together followed by April 2017, 2018, 2019 etc., all in one report. Since we haven'...
Hello, I'm looking for some help with a calculated field on a custom form I want to use to sum up the values from 3 fields and divide them by a 4th field. Using my limited knowledge I set the field up as SUM then added in the names of each field I want to add up however it only lets me enter 2 value...
Hello, I want to create a report so that managers with direct reports can see all the tasks/projects their staff is assigned to...So I created a filter: Manager ID equals $$.User.ID however, this doesn't work when there are multiple assignees to a task...because the report only comes back for the Ma...
Hello Friends, In Workload balancer, missing actual capacity which is defined for 12 hours a day. But here it shows 7.5 Hours only. Please refer attachment. Looking for your expert advice…. With best regards, Kundan. Kundan Kumar KGON - (Kverneland Group Operations Norway AS)
Hi All, We have a scenario where our ticketing system is moving from SFDC to Workfront. We do not want these requests to be converted to projects or tasks. Appreciate if someone can clarify/help me with below queries Can we add tasks performed to requests without converting them to projects or ...