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Hi- I'm creating a project report to show projects a filtered user has worked on. I've included a task column, which shows me all of the tasks in the project, but is there a way to only show the tasks the filtered user is assigned to within the project? I'd prefer to not do a task report as the focu...
Trying to determine from what I'm getting out of the API basics material if/how it would be possible to format an AND like filter... e.g., let's say I want to find all User objects in my system that have an email that follow the pattern, {user}.somecompany@somedoman.com : I want to perform a filter ...
Hi Roy, I invite you to adapt this Project Level textmode trick to pull back (I'd suggest, in two separate columns) both recently completed (e.g. Actual Completion Date within the past X days) and the next (Handoff Date not blank and Actual Completion Date blank) Tasks. Regards, Doug Doug Den Hoed -...
I need to set a up template that schedules from completion. Work needs to complete 12 weeks prior to the final step on this template. I've looked over the article at https://experience.workfront.com/s/article/Working-with-Templates-Scheduled-from-Completion-1245304368 but it doesn't get me the resul...
Hi All, I am trying to write a task report that will show all tasks where the successor task is assigned to a specific team. In the standard builder I have managed to find a field that is 'Successor >> Assigned To ID' but I can't seem to manipulate this to the team. Any help is greatly appreciated! ...
Good morning, I was wondering if anyone has any experience with Client request portals, where a client will upload their assets to a request portal and all communication with the client regarding the project is done via Workfront. More specifically, anyone who employs a global team. Any insight on h...
Hello, Our team uses issue object in our defect management; we created a generic defect fixing task for developer to log in their time and not on the issue object (defect reporting item). However, in order for the developer to know which defect (issue) is theirs we assigned the issue to their names....
I'm at a loss as to why this is happening. Jane Doe, submits a marketing request and completes the form that is attached. The request goes to our PM team, who converts the request to a project once it's been vetted and approved. (Katie Miller does this for example). The original request shows in fie...
On my custom form builder, almost every instance where I have been placing two fields next to each other so that they share a row (confirmed that this is working in the form preview function in the builder), but when I go into the actual request queue and the form is used in a request, it is NOT pop...
Hi there, I have a couple of projects that are used as 'holding' projects. 2 workflows for agile teams, where the workers control their workflow intake: 1) A request queue routes into a holding project and a team - therefore the status on the request queue is 'Queue' and the routing is to the team a...