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Daniel_Clarke
Daniel_Clarke
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  • Hi @s-strategy -    I have not done this, but could see the use case!  At first blush I would think of doing this utilizing issues on the larger project, assuming they are doing something like checking out a camera to support a photoshoot. Issue could have an approval step or not depending on how qu...

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  • This can be addressed today by changing the Name/Label value on a field. With Flyer 1 information:Dropdown field with values (US Letter, US Letter Half Page, etc) - Label = Flyer Size, Name = Flyer Size 1With Flyer 2 information:Dropdown field with values (US Letter, US Letter Half Page, etc) - Labe...

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  • Hey @OmahaOmaha, to do that you need to pull the ID out of the typeahead field. A typehead contains 3 fields arrayed together - objcode, name, and ID.You can use a Set Variable module to break this apart and provide the ID for use in the task assignment. So your Variable Name can be something like "...

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  • Reviewing the exchange rate ability in Workfront for the first time and trying to consider how often we should update... Yearly? Quarterly? Because this is not tied to date ranges I assume it is adjusting the rates for all projects even in the prior year / quarter either way. Is there another way to...

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  • Hey @WHOTFCARES - At the moment, in app notifications area does end up being so pervasive that they are ignored. I would suggest the use of the "Mentions" widget on the home screen instead. This ignores the system notifications you called out while maintaining a list of comments and replies that are...

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  • Hey @trueman123 -  You're headed down the right road. The external lookup field should be able to source it from the existing table (so long as it has an open API)... this would eliminate the need to care for the data in the external system and again in Workfront.  Fusion is also an option, based on...

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  • @Tracy_Parmeter - Skye is correct, but we are pushing for enhanced usability! Add a reply and like on the Home Calendar feature here as I think this has to have the expanded connection to outlook to truly fit the needs of our users. New Home Calendar Idea 

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  • Hey @HTSchlegel -  You can change any ID to a Name by using Text Mode. Edit your report, click your ID column, Click "Switch to Text Mode" in the top right, then paste this in.displayname= Manager Name linkedname=owner namekey=view.relatedcolumn namekeyargkey.0=owner namekeyargkey.1=managerID querys...

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  • Digging into Experience League I found the answer!  Thanks to @KatherineLa for writing such a succinct post on the external lookup field and including a link to the https://jsonpathfinder.com/ which saved the day! This ended up being the correct path to access one level deeper... not the standard do...

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  • Utilizing an external lookup field and was previously pulling in the name of a task... easy enough. Now I need to grab a custom field from that task but the formatting for it is escaping me. I have tried a variety of formats without success, even looking at a fusion output bundle to validate the jum...

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