User Tracker with Custom Form Data

[DavidAm1]

My business group is beginning to use Workfront to manage requests for various needs. For one area, we are currently using an excel file as a tracker to keep up with ~400 users for multiple data points. We would like to start using Workfront as the tracker. To do this, my plan has been to create a custom User form with Yes/No fields and attach that form to all of the users in the group we'd like to do this for. So far, I think this approach will work as I can create a report that basically mimics the excel file (with some improvements) My problem is this...how do I manage updating all of the custom form fields to match what we currently have in Excel? I know a kick-start will not work as that is for adding users. I need something that will allow me to update the Custom Form Fields for this group of users. Any idea of how I could do this? David Ammons Corning Optical Communications LLC

[Doug_Den_Hoed__AtAppStore]

Hi David, I invite you to use our "http://store.atappstore.com/product/excel-updater/">Excel Updater solution to synchronize your spread sheet data into the custom forms behind your users. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

[DavidAm1]

Thanks for the response, Doug. Is there another way? Was hoping to not incur any costs for something like this... David Ammons Corning Optical Communications LLC

[Doug_Den_Hoed__AtAppStore]

Hi David, Assuming your time has no cost, the other Workfront-based options can think of are: use "https://support.workfront.com/hc/en-us/articles/216607018-Importing-Data-into-Workfront-via-Kick-Starts">Kickstarts to insert the custom data (which might require dropping and recreating the users) use the API to write a routine to make the updates (as Excel Updater does) manually type in the information on the existing user records Regards, Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

[DavidCo3]

The only thing to add to Doug's alternative suggestions is that if you do go down the path of manually entering the data, remember that you can bulk edit so if there are multiple sets of users who you can easily group (e.g. by Team) then you may be able to bulk edit some of the fields for those users. Then you can manually enter the rest. David Cornwell

[MoniqueEvans]

To add to David's response. If any of your fields are Workfront related you could run a User report and group on that qualifier to bulk edit. Monique Evans Stanley Black & Decker, Inc.