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Hi, in this case I am surprised that any documents / updates are actually pushed over to projects. My users have reports showing them link to the requests and then resolved object link. They are trained to put updates and documents on request only to the point when request is showing in "new" status, once request is converted to project and showing "in progress" users are updating project, not request. Hope it makes sense. I am attaching reports screenshot. Marta Sowa Sky Betting and Gaming
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Hi @Tracy Bryant , I have encountered the same issues. What I've done for our requestors is to create a dashboard that displays their requests, but only once they've been converted to a project (this is a project report based on the user that is logged in). This is ensures that they can no longer see the issue/request, they see its project and they can interact with the live project our team is working within. The requestor name is on our custom form and that is the field I pull into the report at the project level. Screen shot below. There are a couple of caveats to this. 1. If the requestor wants to leave an update and does not actually @ mention the person on task or project, no one is notified of that update. 2. The lazy reply email feature does not take an attachment from the email and ingest it into Workfront. If an attachment is attached to an email with the lazy reply, there unfortunately is no warning to anyone involved that the document was not automatically put into WF. Conversely, when requestors do upload their documents directly in WF, there is a notification setting that the person on the task can be notified that a document was uploaded to their task. Hope this is helpful, Sarah Sarah Lemoncelli
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