Workfront

All, I've been trying to edit a custom form for my company, and every time I click "Save & Close" an error message regarding cascade rule match values pops up. Does anyone know how to check on these cascade rules? It seems that all the display rules for the fields on the form are accurate. Any sugge...

Hi I am pulling my hair out about Notifications. I've been through the list a dozen times and I can't find what I want to do. I know this is simple, I just can't find the right combination of Notifications. I'm wondering if my problem is in the personal setups vs the system setups. I can't figure it...

Hi All, Calling all WF experts! I'm trying to add users to a project, even though they are not assigned to any tasks, but I want them to be included on the project team. I've gone to People - Staffing - Add Users , but not everyone in the system is popping up as option. I've already gone into the se...

Hello, I am new to the community and did research without success to answer the question below: I can't figure out how to display the last task status update in a report regardless who made the updates. Currently, only status updates added by the task owner display: I want to display the last update...

Hi everyone! I've collapsed down a list of ideas that we have upvoted within our internal team and would appreciate your support too! Managing Tasks/Approvals Prevent Task from Being Marked as Complete If Required Fields on Custom Form Attached to the Task Are Blank Routing Custom Forms for Appr...

And you can combine this with other filters EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=ASSGN EXISTS:a:assignedToID_Mod=isblank EXISTS:a:roleID=58bdc087000775373be69ebe12a1df11 EXISTS:a:taskID=FIELD:ID project:statusEquatesWith=CUR project:statusEquatesWith_Mod=in And last one for the cr...

Move Field Name: move Arguments: objID (string) docObjCode (string) I'm trying to move a document to a different folder via API. I've assumed objID would be the data for folderID? What is docObjCode? Folder? This is what I've tried and it's not moving my document. https://instance.my.w...

Hello all! I've run into an issue with a report. I have a task report that is grouped by "Assigned To Name". When there are multiple people assigned to a task, the task only shows up under one assignee. (See screenshot below). For example, if Name 1 and Name 2 are both assigned to a task, it only sh...

Hello, I'm looking for some inspiration on Dashboards within WF which I am building for our senior leadership team. Does anyone have any screenshots to share or previous threads that talk about this? I did search and came up empty. It would be good if WF could offer a dashboard/reporting package as ...

I'm new to Workfront and have not figured out how to track a program in multiple portfolios. Does Workfront have the capabilities to track a program in multiple portfolios. For example I'd like to track a product (program) in the Product Portfolio, but I'd also like to track the product (program) in...