Workfront 20.3 Release

Hi Josh!

One of the biggest things my organization was looking forward to is being able to save a draft when making requests. However, I'm not able to see it on my instance when I go in to make a sample request. Is there something I need to enable in order to have this functionality?

Hi Josh,

with this new rollout while I like having a the new view options for documents it is difficult to quickly check the updates on a document. You have to dig several layers to see updates or access a custom form that you have attached, Is there a setting that we can adjust to allow us to see the updates on the same screen as the documents?

Hi Josh,

I'm seeing the same as Sarah - no drafts! We sent out a communication to all of our users about this and they are very excited.

Also not seeing analytics? Anyone else missing this?

Hi All,

The 20.3 release is now available for all customers! As I mentioned earlier, there is one update that we have delayed enabling in your Workfront instance until next week. This is the new Draft area when creating requests and we plan to enable this next week. We will update the release notes and post here in this community thread with timing for when this is enabled. Please continue to ask your questions on this post that may arise and I can help ensure we provide an answer.

Hi Josh,

Thank you for the updates! I agree that some of the changes will prove helpful. However, I will reiterate what Jodie mentioned about the updated Document Summary section, and add to it:

1. Updates - It is not helpful to have to click through to the document details page to see ALL of the document updates as we could do before. It will certainly lower productivity for users to click on "See All" and move to a separate screen to do this.
2. Updates - While it may be helpful to have the "Reply in Proof" button instead of just opening the proof and hitting reply in the proof, we have lost the ability to reply to a Proof Comment without opening the proof. And more importantly, have also lost the ability to tag additional users on responses to Proof Comments (you can only Reply to the original poster in the proof tool). Is there the option of having a "Reply" and "Reply in Proof" option? The change as it stands will result in lost productivity and confusion in our communication process.
3. Custom Forms - Similarly with Updates section. It now looks like when you click on "add custom form" it takes you to the separate Document Details page and away from the Project/Task/Issue to actually choose which form to add and to fill it out.
4. Custom Forms - Similar to the point above, it looks like you can only see which forms are attached in the Document Summary section, but not the contents of the form. This seems like a huge step backwards as most of our projects include many multiple documents and the extra clicks to the Document Details page to access and update form information is not efficient at all.
5. Document Summary Section - Is there a way in the new user experience now to have the Document Summary selected by default? I know it is only a click to pull this up, but is another instance where we are adding steps to how this worked before. It is possible it is an available setting that I may have missed.

As you can see, most of the concerns center around the extra clicks and back-and-forth from the Project/Task/Issue screen and the Document Details screens. I am curious if these updates were in response to feedback that it would be more helpful to work within the Document Detail screen instead of in the Document Summary section? We just don't see this as a more efficient way to work.

Please let me know if you are hearing any similar feedback and if it would be possible to address some of these issues.

Thanks!

The new Draft area when creating requests is now available in production for both Workfront Classic and the new Workfront experience. This functionality was delayed from last week's release as we worked to ensure availability to all customers. If you have any questions or comments about this or other items in 20.3, please post here and I can help ensure we provide an answer.

Hi- I notice with the new document summary window that for proofs, where it shows the proof status (SOCD), the final decision isn't shown. It used to show in the document details tab to the right of the document whether it was approved, approved with changes or changes required which was helpful for me and some others to see really quickly to know who I may need to follow up with about next steps. Now we need to click a few times to find the approval decision.

Is there a plan to bring that back?

Hi Folks,

Fyi, I just spotted an "inserting parms through the API" edge case with the 20.3 release. I've raised a ticket with Support who are investigating, have designed a workaround, and pinged a couple of my technical colleagues with a heads up. In case this resonates for anyone else, though, I decided to also mention it here, too.

Regards,

Doug

New Release has caused issues in our Documents and proofing process

I have a ticket in but wanted to let others know of this in case it is effecting them as well.

Today the new release hit our team and I have been fielding calls all day about it.

In the past if someone was not part of our automated proofing workflow and opened the proof they would be added to the workflow in a section at the end labelled Workfront. We adapted to that. BUT today when the new release hit, if anyone even accesses the document details or the proofing workflow but never opens the proof it now ads them to that stage at the end and emails them that they have a proof to review. This is a problem for us. The project manager will often look at the workflow or the details to see the status of the proof. We do not want them added to the proof because they need to be added to a later stage. This will require the proof owner to delete them out of that stage every time before adding the correct stage needed later.

Hoping they fix it since this negates all the progress we recently made on getting the proofing process to work for us. 😩

Hei @Josh Boston‚

I heard about the price from Workfront contact person. From my understanding, this is quite expensive add-on / accessory for small and middle level of company. Because it not very practical to charge more for add-on items or accessories. Which is a road block for the organisation to implement such as company have plan license less than 25 or 30.

Also, from practicality point of view the scenario planner is best to dealt among top level executive in management time for future steps and forecast. From my opinion, it should be license wise. For example an organisation has 25 plan licenses but only 5 people need to work and finalise project investment or ongoing project expense evaluation with respect to timeline and resources, then bets option to pay for only those 5 plan licenses. Which makes more logical.

Otherwise, the accessory will cost more than actual plan license cost.

Have a nice day!

Best regards,

Kundan Kumar.