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DavidGu11New Participant

Fix your SEARCH & FILTER functions for deactivated usersNew

Description -  Workfront consistently has problems with returning results in searchs and filters for deactivated users.  Users who are deactivated won't show up in search prompts and in filter options in reporting (like user name equals). From discussions with support and product people, it sounds like the reason is because we don't want deactivated users to show up when dealing with task assignments. I agree, we don't want that. But you should be able to figure out how to program for this problem so they won't show up for task assignments but WILL show up in other areas where you're filtering and searching.   Why is this feature important to you -  User management is more cumbersome because of this all or nothing approach that is currently in place. We regularly have to do checks that require finding deactivated users and not being able to search them normally just increases the admin burden to find them - and train everyone else who needs to find them how to workaroudn the issue. How would you like the feature to work -  Fix the programming of how your search works so that you cannot pull a deactivated user for task assigments but can search them normally or add them to filters normally. The "deactivated" tag that appears by their names in reports is incredibly helpful and utilizing that should help users understand who is deactivated if they're searching for a user or if they're filtering into a report. Current Behaviour - You cannot pull deactivated users into filters using "equals" prompts. The site search also now (as of 7/14/23) doesn't let you search for deactivated users. That site search seems to change periodically between allowing the search of deactivated users and not allowing it. Seems like changes are getting made to that, probably without someone understanding what happens. 

Denver-Lemont
Denver-LemontNew Participant

Routing Rules / Request Automation / Dynamic Forms / Automatic Project Creation - No FusionNew

Description - The current functionality for routing rules is very limited. We are only able to configure routing rules for specific queue topics. Allowing us to assign specific user/teams to a specific queue topic.  The following is functionality that is possible through Fusion, but want to be available without Fusion: 1. Automatically Convert Requests/Issue into a Project If a request is submitted through a specific queue topic, then automatically convert the request into a project using a specific project template. Ideally, we would also have the ability to configure this at the custom form level. e.g. If the requester selects XYZ on the request form, then convert into a project using XYZ template. If the requester selects ABC on the request form, then convert into a project using ABC template.  2. Dynamic Request Routing Based on how the Form was CompletedSimilar to #1, allow us to set routing rules based on how the request form was completed. If certain custom fields options are selected, then we are able to configure routing options such as a) assign the request to a specific user(s), b) convert the request into a project using a specified template, c) send a customized notification to specific users/roles d) automatically set the status of the request to a specific status, e) remove specified tasks from the converted project, etc. Why is this feature important to you -Ultimately, we're looking for more out-of-the-box functionality to configure dynamic routing based on how the request form was completed. Requiring Fusion to meet these needs places extra cost and time on the customer to build missing functionality that we believe should already be included. This functionality would reduce the amount of work/steps for our teams. These are repeatable and predictable steps that can be automated. This functionality is currently available on competitor systems (Asana, ClickUp, etc.).