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Description - Enable user to format date within a report prompt just like in the report column. Why is this feature important to you - To decrease the risk of running reports and obtaining the wrong information, troubleshoot to find out it was a date and time error entryHow would you like the feature to work - I would like to have an option when prompted on a date which format I want to use for the date, provide me with the flexibility to set it just like a column in a report, or layout template or by object. Current Behaviour -When running a report with prompt dates, only option is select date and enter a time. which makes it very confusing to users when running report and explains most of the time why report is missing information
Right now performance insight supports only $ USD and do all the calculations based on Opportunity Amount. We are supporting in Salesforce opportunities in multiple currencies - which is not reflected in Marketo's reporting suite. E.g. 1000 KRW = 1000 USD in Performance Insight which makes any metrics derivates from opportunity amount (pipeline, revenue, ROI...) In our case we have a field in Salesforce which recalculates everything to USD. The correct value is available. Sounds like there would be minimum effort to allow us to remap from currently used "Opportunity Amount" field to "Opportunity Amount in USD". Or is there another solution? How do other global customers deal with multiple currencies?
When I share manage access to a dashboard, I would like to have to option to have it automatically give manage access to all the reports within the dashboard as well. Currently, if I give manage access to a dashboard, I have to individually go in to each report still if I want to give manage access to them as well. This seems like an oversight. Would be great not to have to manually do this on each report.
Description - When converting a request to a task or project, the user would see the documents section that is typically available to the requester during form submission. This would allow the user to quickly drag and drop any additional files that were not uploaded when the Request was first submitted. They could do this after the Project is created, but that involves a few more clicks around the interface and this would be faster. Why is this feature important to you - It would reduce the number of clicks needed to add documents either before or after. My process would be more efficient.How would you like the feature to work - This would work exactly like adding a Task to a Project using the "+ New Task" button and clicking "More Options." Picture attached.
Description - Not all build-in fields in Workfront can be set as "Tracked Fields". For example: the Users Timesheet Profile ID cannot be set as Tracked Field, as confirmed by Adobe Support. Why is this feature important to you - Allow Admin to track any changes on the Build-In Tracked Fields for User Timesheet Profile ID.How would you like the feature to work - Allow tracking Build-In Tracked Fields for Users Timesheet Profile ID.Current Behaviour - Currently unable Tracked Build-In Tracked Fields for Users Timesheet Profile ID.
Description - Currently, there's no value in reporting to filter and view reports with "Prompt Enable". There's a value name "Show Prompts" that we initially thought will filter the reports with Prompt Enable. But after checking with Adobe Support, the "Show Prompts" value is only showing Reports that "Prompt is enabled in Dashboard".Why is this feature important to you - In an environment with thousands of users, this is important to view/filter and impact assess if the admin is performing changes which will impact reports with prompt enable. (E.g. Changing Custom Field Name will impact the Report with Prompts)How would you like the feature to work - It would be great that the Report have the value to filter the Report with "Prompt Enable".Current Behaviour - Currently, we do not have the option to Filter Reports with Prompt Enable.
Description - The WF Notification settings are confusing Why is this feature important to you - many of my stakeholders are very busy, they do not have time to figure this out. How would you like the feature to work - Did anyone at Adobe TEST this? Look at it...you have to click, then unclick. Or do I drop down then click, or does the drop down affect all of the click under the drop down? Current Behaviour -To get to this is is, apparently, 5 different clicks. Then there are, get this, really, 49 different notification options. 49...that's like, 1 less than 50, or 7x7, almost half of 100 😉 You get it....overkill and to VPs and CAOs and CNOs - they will do this right? You try doing a 12 step for them...it would look something like this: All, If you’d like less notifications from Workfront follow these (overly busy but required) steps: From the WF Home Screen click the icon on the upper right: After you do that you will then need to Click on your name (no, not mine): After that (no, I haven’t found another way to do this, I couldn’t believe it was this difficult) click on the ‘* * *’ next to your name here and select ‘edit’: The next screen you see should say this…click on ‘notifications’ on the left: You can then select ‘daily’ or ‘instant’ as you so desire and then click ‘save’. (Selecting the check box under daily will save you expanding the drop down (don’t do it! Lol – it’s overwhelming…). Also make sure you unclick all the ‘instant’s I’m always available if you run into road blocks on this! Bryan
As an Admin, the "Log In As User" function (in the Setup section) is probably my most used feature--yet it's so buried, it's not as useful as it could be. A few ideas that I'd love Workfront to implement to make this well-loved feature even more useful:Ability to "Pin" the "Log in as" to the top navigation bar (in the New Experience)Ability to easily switch between users (so you don't have to log out of one user, go back into Setup and then log in as a new user)--I'd envision a button right next to the orange "Log Out" box that says "Switch User"Log in as 2 users at once (to get side-by-side views of each user and troubleshoot potential problems)
Description - We would like the option to include a second sub-campaign.Why is this feature important to you - Sometimes we need to put projects in more than one bucket to keep track of them.How would you like the feature to work - We would like that second sub-campaign option to be optional. Current Behaviour -
Items once added to calendar cannot be rearranged. This is super annoying when making edits, because items in the calendar are displayed in order in which they are added. Attempt to make any changes in worst case scenario requires editing all previously added items
Expand the formats available in Send Report to include .csv files as well as have the ability to define which sheet shows up first in the file. This would help us to automate an upload into one of our other tools increasing our efficiency.
It would be great if there was a tab where you can see updates of any changes made in templates and who made those edits. Perhaps even just a column that says "Last Edited" with a date and user displayed. I think this would help with accountability and transparency.
I want to be able to auto-submit to a request queue when someone sends an email to an email alias if they have a Workfront account. But not all requesters through the alias have WF accounts & the auto generated email reply would cause questions. I'd still want the failure notification to forward to me if it failed, but not the requester. This would save us from forwarding (or manually submitting) every request that comes through vs only ones that failed. The email SL bounce back is: Your issue was not added to Creative Requests.I would just like this turned off, or if easier, I would be happy with custom email reply.
Anytime an unexpected change occurs, you have to manually Recalculate Financials in order to pull accurate Actual Hours and Costs on a project. An unexpected change could be something as small as someone logging 5 hours to a task and save...realize they meant to put 7 hours and go in and change it. We pull Actual Costs and Hours from the projects on a regular basis, sometimes even weekly. So we have to manually "Recalculate Financials" one at a time for all the projects. It would be great if in the project view, I could select multiple projects (perhaps even a program) and "Recalculate Financials" for all the projects at one time. If it could be set to automatically occur, say once a week....even better.
Description - Can you make the User OOO time off calendar to the app. Why is this feature important to you - our team is frustrated having to log into a computer and workfront on days they are not in the office. They would like to be able to access and update easily from their phone.How would you like the feature to work -Current Behaviour -
Description - Real-time displays within Workspace, where you can create a line chart or area that works like a real-time display. Why is this feature important to you - Real-time displays is often requested by leadership in our team, but there is a 3-report limit in "reports"How would you like the feature to work - I can create a "display" that is real-time, and also other normal displays within the same workspace report. Also, should be available on mobile viewed reports. Current Behaviour - there is no real-time function in AA workspace at the moment. Only in reports.
Description - Allow a custom form with required fields to be saved in a project when launched from a template without the required fields being completed. Why is this feature important to you - efficiency and accuracy. How would you like the feature to work - Allow a project to be created from a template with a custom form with required fields without mandating that all fields be completed.Current Behaviour - If the custom form has required fields, it can't be added to the template because when I launch the project, it won't save with the blank required fields.
Can there be magnifying glass / (search field) added to the custom forms section, i.e. forms, fields, section? Currently, we have to scroll through 76 forms, 558 fields, and 58 sections. If there was the magnifying glass that would be a game changer.
My organization is trying to enforce SOP and push the adoption of the templates we've developed. We have not allowed users to copy projects or to make their own templates, but they can (and do) still copy tasks rendering these other controls moot.
Can there be a native option to 'add/remove all' from the hour types in the timesheet profiles? Currently, you have to remove/add each field, which is time-consuming.
Description - Create an option to display the overall 'Total' count within a pie chartWhy is this feature important to you - To see the overall number of information that is being displayed. (Ex. currently I have a report (pie chart) showing late tasks by department within a project. It only shows that 'Operations' has 16 late tasks, 'HR' has 4 and so on. Ideally, it would have an overall count of all departments, as well as individually, to let management look at the granular as well as the big picture.)How would you like the feature to work - In one of the corners (or somehow within the chart?) show the overall total of all the data within the chart.Current Behavior - Currently you can only see the count of each individual 'piece'.
Description - The Webhook module in Fusion exposes an API to be called which is not protected by any secured/modern authentication method. There is a way to apply a filter on the request to check for an authentication header, but that would only support Basic Auth. Adding a native support for OAuth (likely using the Adobe IO credentials) would be a great addition to expand the use of the Webhook APIs. Why is this feature important to you - We (Best Buy) have a lot of use cases where we would want to push data from other applications into Fusion and eventually update it in Workfront. Right now, we cannot use the Webhook module because the API is not protected and doesn't support OAuth which is a core requirement by our enterprise security. How would you like the feature to work - The Webhook module should be supporting the OAuth 2 authentication which could use an Adobe IO project to generate the client credentials and validate the auth token passed in the header for the Webhook API request against Adobe IO, similar to other IO integrations like for Asset Compute, User Mapping API etc. Current Behaviour - Fusion's Webhook module does not support any authentication for the API, rather there is a workaround that could be used to support Basic Auth using the request filter which can validate the auth header against a constant value.
Description - The options for report downloads include Excel, TSV, PDF and image files. But not CSV. It should include CSV. Why is this feature important to you - CSV files integrate better with other tools. Specifically, right now Airtable has a feature where you can email attachments into the tool to sync with tables. It does not work with other file types. How would you like the feature to work - Make CSV file types an option that would work just like the others. Current Behaviour - Not available.
Description -Building funnels for conversion paths or user journeys is a common practice in digital analytics. Analysis Workspace makes it quick and easy to build those, given that users know where to find them and how to operate the interface. However, using an existing Freeform table as source for funnel steps can be a challenge for novice users or on smaller screens.To help with that, I want to propose a new right-clicking action for dimension items and metrics in Freeform tables. When right-clicking one, show a new "Build Funnel" option:When clicking this, the currently selected item would become a step in a new Fallout visualization:If the user has multiple items selected or has breakdowns applied, those could also be respected. For example, using this new action on this Freeform selection...... could create a Fallout like this:While there is certainly some research required to match user expectations, this new feature could make it much easier and faster to build a funnel based on an existing Freeform table.
Description -Analyzing user retention in relation to a certain feature or activity is a standard procedure in digital analytics. The Cohort table visualization makes it possible to track those in Analysis Workspace. However, building those can be a challenge to novice users and costs time.Because of this, I want to propose a new right-click action for dimensions and metrics in Freeform tables. When right-clicking those, show an option to "Explore Cohorts":Clicking this option would create a new Cohort Table, with the selected item as a Segment under the Inclusion Criteria, maybe even with some default metrics like Visits:This productivity hack would make it much faster to build cohorts in day-to-day analysis and make Freeform tables even more powerful.
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