Idea Exchange Promotion | Community
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Level 5
March 13, 2018
Question

Idea Exchange Promotion

  • March 13, 2018
  • 286 replies
  • 34150 views
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 Approval or Print to PDF Link Proof and Task approvals Task getting auto-approved when a Proof or Document associated with the Task is approved Managing Proofs Proof reviewer / approver delegation by current reviewer / approver Add/Edit Automated Proof Workflow from Inside the Proof Viewer New Proof: Change default from basic to automated Automated Proofs: Add option to create automated proofs as default or expose to API UX/Other/Admin Ability to export Custom Forms "https://community.workfront.com/discussions/community-home/digestviewer/Ability%20to%20report%20on%20issues,%20tasks,%20and%20projects%20together%20in%20one%20report" Ability to report on issues, tasks, and projects together in one report Allow screenshots in updates/comments Ability to convert the field type to another field type Make Custom Forms Appear as Tabs Implement Quick Pins for Custom Forms for shortcuts to Layout Templates New Home: Bring back Recent Updates I want to be able to set a default View/Filter/Grouping from Layout Template Ability to move from Sandbox to Production Mandatory logging of time on task Out of Office auto replies to directed updates Populate empty profile pictures with user's initials James Hill
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286 replies

Level 2
November 13, 2019
I'm sure I'm not the only organization for whom web accessibility is important. All of Workfront's training videos lack captions currently, making them inaccessible to anyone who is hard of hearing. Adding captions isn't particularly expensive or time consuming, and this would also make it more convenient for people who don't want to listen to a video, and would simply prefer to watch it silently. Any votes would be much appreciated! https://experience.workfront.com/s/idea/0870z000000XhZiAAK/detail?language=en_US Keegan O'Connor Green River College
Level 6
November 14, 2019
Hi everyone, Please upvote my idea to make using an "OR" clause in filters easier! Custom Rule Logic More details: Suppose I'm creating a report and I want the following to be returned: Criteria A AND Criteria B OR Criteria A AND Criteria C OR Criteria A AND Criteria D Right now, I have to write a filter just like above - adding Criteria A into every clause. For some reports with many filters, this is very time consuming. We should have the ability to customize the logic between our filter clauses. For example, I should be able to specify: Criteria A AND (Criteria B OR Criteria C OR Criteria D) Thanks! Kirsten Heikkinen
Level 3
November 15, 2019
Hi everyone Please could you upvote our idea of being able to delegate approvals on the Workfront app? It would be super handy for all our users to be able to delegate approvals on the go when out of the office or in meetings, with no access to a laptop. https://experience.workfront.com/s/idea/0870z000000PSMAAA4/detail We'd also like to be able to 'like' comments on the app. https://experience.workfront.com/s/idea/0870z000000XhaqAAC/detail Thanks in advance for your support. Olivia Olivia Harrison Delivery Manager London
Level 10
November 18, 2019
We're getting frustrated by the idea that Tasks cannot be locked/frozen/etc. after completion and thus until the project is completed, users can keep logging time against the tasks (among other things). So this leaves the idea of a "completed" task at best vague, and at worst, a complete misnomer. It also leaves the Workers with far too much power over the PM. When I went to put in an Idea Exchange about this, I found no less than four variations on the idea. So I'm listing them all here to revive them: https://experience.workfront.com/s/idea/0870z000000PSZqAAO/detail https://experience.workfront.com/s/idea/0870z000000PSQUAA4/detail https://experience.workfront.com/s/idea/0870z000000PSDSAA4/detail https://experience.workfront.com/s/idea/0870z000000PSpdAAG/detail Maybe with these threads now published, they can get a little more traction? If someone can tell me if pinging old/closed/below threshold ideas is not useful (perhaps they are ignored?) then I can start a new one up. Kevin Quosig
Level 10
November 19, 2019
Upvoted with an exclamation point!!!
Level 10
November 23, 2019
Goodness I had to get long-winded on this one... Workfront Proof: Checkbox in-system to mark change as made https://experience.workfront.com/s/idea/0870z000000XhdQAAS/detail I hope I can get traction on this one, even though I realize it's a huge feature add... Kevin Quosig
Heather_Kulbacki
Community Advisor
Community Advisor
November 26, 2019
Please up-vote if you'd find this helpful. Thanks! Default Pinned Timesheet Objects to Top of Timesheet https://experience.workfront.com/s/idea/0870z000000XhduAAC/detail
Level 5
November 29, 2019
Hi Janelle, I know this is not quite on point with regard to " Custom form data accessible from more screens within projects" but I came across this nugget in the community forum the other day and think it is really useful. Add the following text edit to your view/report and it will add a column that shows the attached custom forms that, when clicked, will open that form in a pop-up window for editing displayname=Click to Edit linkedname=direct namekey=category.name textmode=true tile.name=component.objectcategories valuefield=customFormsNames valueformat=HTML viewalias=category.name Ref. community post: "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=ebbf2ad1-fdfb-4b2c-aa5b-88fd93dd0972&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bmebbf2ad1-fdfb-4b2c-aa5b-88fd93dd0972" data-toggle="tooltip" data-placement="top" title="" data-original-title="Warning: This is an external link to community.workfront.com" Custom Form Pop-up Matt McCarthy
Community Advisor
December 2, 2019
That is great, Matt! Thanks for posting, that was something I was looking for :-) Sheri Whitten
Heather_Kulbacki
Community Advisor
Community Advisor
December 10, 2019
Please up-vote if you'd find this helpful. Currently when you set a task to autocomplete the system only takes the planned completion date into consideration. Once that has passed the task completes, regardless of any predecessors. https://experience.workfront.com/s/idea/0870z000000PSWHAA4/detail