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  • 6/5/25
    Hi All,I'm attempting to export a task form but I want to prevent certain fields from appearing in the export to pdf.  How could I go about concealing certain fields from displaying in an export file?

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  • 6/5/25
    Hi community! I am trying to install an environment promotion package for the first time, but the install button is disabled. Does anyone have a solution? Thanks!

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  • 6/5/25
    Hi,  I recall earlier this year I had an issue where suddenly review / contributor level users were no longer able to see the planned benefit field on projects within a report. This change is ultimately going to cause us to exceed our paid license count from our contract that was finalized earlier t...

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  • 6/5/25
    Hello,I am looking for ways to assign a team/group to a proof for approval. Similar to how tasks can be assigned to a team, we wanted to see if it would be feasible to assign a team to a proof and have a team member approve/review the proof. We have created automated proof templates that kinda help,...

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  • 6/5/25
    Hello:) In the Custom Form I have Multi-select dropdown field 'Risks / Issues', then the next field is Single Line text 'Comments' How to write formula that if you select in the 'Risks / Issues' 'no risks/ issues' then in the 'Comments' field will appear n/a text. Otherwise leave empty.  I tried thi...

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  • 6/5/25
    A user left our organization and I want to move all of their assigned tasks to a new user who is taking over their position. Is there a way to do this all at once without having to make the switch project by project? The projects they are in have many different names so I can't use the "name contain...

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  • 6/5/25
    In Project Preferences Status, I used Hide Status in the Queue status set up, thinking that would hide Queue status as an option from non-admin users adding a queue status to their projects. We have request projects set up with queue status and that's the only project type that should have a queue s...

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  • 6/5/25
    From a project report created, I am looking to create a line (or bar) chart with a second line graph report to illustrate the 2 groupings: a score from our creatives and a priority level score from the marketing team i.e. 1=urgent, 2=high, 3=medium and 4=low.I have both calculated field successfully...

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  • 6/5/25
    After successfully using proof URL's in a report for well over a year, they suddenly stopped working yesterday for my users.They now come up with a message:You do not have permission to view this proof. Ask the proof owner to add you to the workflow.This is not practical in our 100's per day scenari...

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  • 6/4/25
    I am prepping for our renewal which will move us to the new licensing model.   For the Prime package, I understand that an External User can have up to 5 proof decisions per month. We currently have a good amount of external vendors receiving proofs that far exceeds the 5 decisions allowed per month...

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