We are currently experiencing an issue on our projects where we have an approval process. The problem is, the approval process is based on job role, but multiple users can have that job role and have the ability to approve even if they are not assigned as the job manager on that particular project.
I'm hoping to add a column to a report that will list the job manager assigned as the approver in this case, meaning they are assigned to the job management task on the project.
The fields that are pulling into this section of a dashboard sit on a parent task, so they are task fields.
I'm wondering if I can add a calculated field on this form that would reference the job manager assigned to the task on the project and then that person's name would pull into the report.
The task name is Job Management - I want to show the name of the assignee of the task when the task name contains job management.
Is that possible in this scenario?
My manager has recently left the company and has an instance of Workfront that is very text mode and automation heavy. My background in Workfront is very much on the native functionality side with enough text mode knowledge to get by at least where I came from. I would really appreciate any help on this, as I'm not in a position right now to ask for a consultant.
Thank you in advance for any insight you can provide.
So the job mnager would be the person who is designated to approve this task, not the task assignee? Is the job manager listed on a project form anywhere? or just in the approval request?
The "Required Fields For Job Manager Approval" report is a task report, right? If you're reporting on that task, you can just list the assignee (the job manager), right? I don't think I'm understanding what you want to do because that seems too easy. Are you trying to list the assignee of another task in this report? How does the contents of this report relate to the task in the project?
Hopefully I can explain this well.
the fields I’m pulling in on the first screenshot are custom form fields sitting on the appraisal parent task shown in the first screenshot. But I’m trying to show the assignee of the job management task and thought I could perhaps add it as a calculated field on the form that is already sitting on the appraisal parent task.
if I can’t do that, I could add a calculated field on one of my project forms, that references the assignee of the job management task. In either case, I’m just not sure what the calculation would be.
it’s a little tricky because we have a lot of data sitting on parent tasks, not necessarily project level or task (child task) level forms
Hi - Could you clarify is your goal to:
1) have a report
2) to drive assignment of approvals on a task
Either way, I'd be hesitant to use a calculated field for this because calculated fields only update when the record they live on is updated. This means if the change is made on the project object it will not force an update to the calculated field on the task object until the task has some form of update.
The goal is to have visibility into who specifically should be approving the project because it’s based on who the job manager is. Because Workfront doesn’t allow us to direct notifications to the person assigned as the approver if it’s job role based, because multiple people can have that role, I’m just looking for a way to display the approvers name somewhere within the dashboard.
If it’s not possible or not best practice, I understand. For what it's worth, we do have an automation that recalculates tasks every night because we have a lot of data sitting on parent tasks. (not how I would have done things, but this is the instance I've inherited so just doing my best!)
It sounds like a report along the lines of what Randy described should meet your needs. I mocked one up using some test projects in our environment.
I left the default column names so it would show what is coming from the task that the report is based on, what is coming from the parent, and what is coming from the project level.
Task Event, Product Family and Project Phase are all custom fields in our environment.
I guess I'm not explaining this very well because it is essentially trying to pull task information (someone assigned to a different task than the task that the form is actually sitting on) within a task report already. So I'm not sure a report without a calculated field is going to work, but I will see what I can come up with.
Thanks for your help.
The only solution I'm thinking of that would allow us to harvest information off of a specific child and populate it on a parent is along the lines of some Fusion automations we've done. If you're interested, I'm happy to share details of what we've done.