As promised in the recent thread about linking directly to a dashboard in a custom layout, attached is my documentation for deep linking to any specific tab or sub-tab in Workfront. I find the shortcuts for global landing pages (projects, reports, requests) to be useful for bookmarking, but the object-specific shortcuts can be very powerful in report-building. One example of how I use this is:
We have a request queue, in which most requests are converted to projects. While viewing a project report, we want a column with a link that takes us directly to the original request's custom form data. To do that, we:
1. Have a custom field (among many) called "Original Request ID" on a project's custom form. Before converting a request to a project, the PM copies the request's object ID from the URL in the browser. During the project set-up, they paste that ID into the custom field.
2. Following the steps outlined in "https://support.workfront.com/hc/en-us/articles/115004104847-How-to-Concatenate-Hyperlinks-and-Shorten-URL">this help article , I add a calculated field that generates a URL using my domain info, the object ID from the custom field described above, and the suffix that displays the tab I want shown.
3. In my project report, I added a column that will display the shortcut generated in step 2.
The extra step of copying/pasting the object ID into a custom field isn't ideal, but it does let us bypass Workfront's limitation of reporting against a single object type in one report. I hope you find this document useful, and I would love to see this thread fill up with other ideas and use cases! Correction Log: (Because I am able to edit the original post, but not the attachment, I will note corrections below. Apologies in advance for human error...)
Global Nav Bar/Project - "Projects I Own" subtab:
https://yourdomain.my.workfront.com/projects?activeTab=list-projects-mine-owner
William English
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