Idea Exchange: Ability to Change Report Owner

[SusanPf]

Greetings, Global Community ~ Please consider upvoting this important option within Workfront. Allowing Admins to change report/dashboard ownership is important. Some of you may have already gone through this process of changing report owners and the time it takes to copy, rebuild, reshare... Thank you! Susan

[CalvinFold]

Link so we can upvote? Kevin Quosig

[Sheri_Whitten]

I found this idea: Ability to re-assign Ownership of Reports. - I think that's the one 🙂 Sheri Whitten

[SusanPf]

Here's the link. Odd, yesterday it had over 3,000 points. https://experience.workfront.com/s/idea/0870z000000PS8zAAG/detail Susan

[SusanPf]

Here's another. changing Report Owner: https://experience.workfront.com/s/idea/0870z000000PS8zAAG/detail Susan

[SusanPf]

My mistake on number of votes. It was another report request different than changing report owner. Susan

[AnthonyPernice]

There's been an official response, just not the one we want... "Status Update Updated On 2019-05-31 Hi everyone, Thanks for upvoting this idea! However, I'm marking this as "Not Planned", as it is not on our roadmap for the coming 12 months. Thanks, Gevorg Kazaryan" Anthony Pernice

[Doug_Den_Hoed__AtAppStore]

Hi Anthony, I investigated the API (PortalSection, for those interested) and can understand Gevorg's response: contrary to the owner of (say) an Hour, which can be set to a particular person, the owner of a report appears to be the Entered By field, so -- even for good reason -- changing the entered by for the sake of changing ownership would break several audit trail speed limits. Regards, Doug Doug Den Hoed - AtAppStore

[AnthonyPernice]

Given that context, that certainly makes a lot of sense. Perhaps that's something they could add at some point, in the same way projects track both an "owner" as well as (separately) who created it in the first place. Anthony Pernice

[SusanPf]

We don't keep original reports by original owners who leave the company. When user leaves their account is deactivated and the report needs to be copied over to the replacement. It's not a good practice to keep hundreds of reports just because someone left the company and keep them owner. Reports can be recreated and data not altered as it pulls from projects anyway. Susan

[CalvinFold]

So questions for others who have hit this: Most of our forms were created by WF SysAdmins; three people. What happens to those reports when the original owner leaves? Does it make any difference as long as they were shared out and because SysAdmins can access everything anyway? Same goes for reports created by our original WF Implementation Specialist (i.e., WF employee)...we have deactivated her account, and *I* can access her reports just fine, share them out, but it's really odd having her owner of reports for perpetuity. Our general policy is if a form is to be distributed outside one or two people, users should have SysAdmin create the form (or we take ownership by turning-off their manage access to it) so we can have ongoing management of it. We don't support user-created forms beyond "feel free to tinker, but if we make a system/policy/calculation change, we won't be checking it against anything but forms we directly manage." This is mostly due to the fact that we have limited man-hours to devote to WF administration. We have to keep to a centralized model to reign-in the chaos. However, I do wish too that I could "change owners" or as someone else put it: separate "creator" from "manager/owner" of a report. Things like reports should have the ability to make them "owned by the system, not a specific user." Kevin Quosig

[Kundanism]

Hi @Kyna Baker - inactive‚

Any info or update in regard to this post. I am unable to access the idea post.

Mvh

Kundan

[Sheri_Whitten]

Hi @Kundan Kumar‚, I couldn't find the exact idea I referenced 2 years ago, but this idea is similar and seeking votes: Allow report owners to be changed w/o rebuilding report OR allow reorganization of reports built by ...

[Kundanism]

Thanks @Sheri Whitten‚ . Upvoted for your suggestion.

Really needed.

Have a nice day!

Mvh

Kundan.