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Description - Be able to easily translate proofs when proofing in different languages Why is this feature important to you - We proof a lot of proofs in different languages. It would be a nice feature to add so we can easily check to make sure what it on the design matches what it should be. How would you like the feature to work - Add a feature in the proofing tool to be able to easily translate the language to the language that the person is proofing in. Current Behaviour - There is no way to check proofs to make sure they are translated correctly for those who don't speak the language that is on the proof.
Integration with Microsoft Word and Workfront. We would like to have tracked changes inside of WF or to have the ability to edit documents within the proofing tool.
There are multiple departments within our organization that use workfront. One department would like to change the decision options for proofing to remove "Approved with Changes," however other groups still want it. There should be a way for teams or groups to customize their decisions for their proofs. OR alternatively, users should be able to customize the decision options for each proof.
Basically, this feature allows you to make modifications to a launched Campaign while messages are in the process of being deployed. These changes will then be applied to all un-sent messages. Think about we realize that we need to modify the subject line for some reason or any other content, we would suspend the Campaign then change the subject line and run the campaign again with the Pick Up Changes option. That would avoid to cancel the campaign and create a new one. Also, the only exception to this rule can be an Event-triggered Campaign. In that scenario, we wouldn't need to first suspend the Campaign before running Pick Up Changes.
Ability to have task level reminders for users so they might be notified a day or so before their task is due but because timelines often move.
The idea is to have a pre-created checklist that can be added to the proof, that can be "checked off" as it's completed. Our team has a list of items that they are checking for within a proof, each checklist is different depending on what type of creative proof has been uploaded, and they have to keep track of the checklist separately while looking at the proof.
When proofing or making proof approvals, after clicking an approval button, a comment box opens up. When a user types in a comment then clicks Send Comment, the comment is not included in the notification email that the document owner receives, nor are they sent any sort of notification. Include the proof approval comment in the approval notification email.
Description - Why is this feature important to you - We have different teams working with Workfront at HP Inc, and they have different needs to customize the Business Case tab in the Projects. How would you like the feature to work - I want to be able to add fields, like T&Cs, and to edit the dropdowns, and apply these changes only for an specific team, in other words, to be able to customize the Business Case tab per group. Current Behaviour - If I change a dropdown in the Business case tab, it will be change for all the projects a cross all Workfront teams.
Similar to this idea from last year (I'm sure there are probably other similar posts I've missed, feel free to link to them here) -- would love to add the 'contains' operator to the Member of SFDC Campaign smart list filter.My company uses similar naming conventions for campaigns that repeat (ie product demos etc) and we have several years of history for them in our SFDC acct. Would be great if I could have a filter that says member of SFDC campaign contains "demo" rather than having to manually add 50 SFDC campaigns to the list.
sometimes i need to find a program that has already been archived - and digging through 3 years of old programs isn't idea - so a search only in archive would be helpful
Description - Workfront has a "newish" module named Company which is how an Admin can manage unique Rate Cards based on a client or project. By assigning a Company to any given Project. The basic Workfront platform then substitutes the Company/Role Rate over the Users defined Rate/Role. Which is a pretty straight forward process. BUT this data substitution doesn't seem to carry past basic Workfront; When in Business Case and you are adjusting Budgeted hours -- the system ignores the Company Rate Card process. Same occurs while using the Resourcing Screens such as Planner, Utilization, and any reporting associated . Why is this feature important to you - Our organization relies heavily on finance data and allows our clients to have unique billable rates. With this large foundational gap it subtracts value from the platform. And when told to develop a custom report outside of Workfront, some of the key data points aren't supported by native API. And when they do this large cost also distracts from Workfront as a Central System of Record. How would you like the feature to work - In brief, correctly the way it does in the older basic portions of Workfront. Current Behaviour - N/A
Description - I would like the switch function to be added as a useable function inside of a calculated field. Why is this feature important to you - It would make coding calculated fields much easier in some circumstances. How would you like the feature to work - Just like a switch command, where you tell it which variable(s) to pull in and then you can say if variable = A, calculation = 1, if variable = B, calculation = 2, etc. Current Behaviour - The behavior can be achieved currently, but it requires the use of many nested IF statements, which is rather unwieldy in trying to write.
I would like to be able to view a report of experience league activity for my organization as well as the ability to assign an online course within the tool.This would enable me to create and track assignment completion for new or existing users. Not only is this helpful for monitoring the completion, but also in understanding a colleague's progression through training. Right now I assign by cutting and pasting links and have no way to monitor completion. At minimum the ability to pull a report (by dates or by colleague) would be so very helpful.
I'd love report columns to show in a report when pulled in a dashboard on default, not something that we have to select. It's likely a more rare scenario to NOT want a column to show in a report in a dashboard than having them show. Annoying to have to select this setting in each column when making a report, especially if you make a lot of reports. I like that it's a setting, just want the default to be that it always shows, and can turn it off if needed.
Description - It can take a lot of time to make assignments in a large project, especially if person has changed relative to template used. It would be awesome to have a tool to make assignments more efficiently than a task by task approach. How would you like the feature to work - Easy cut and paste, or fill each task with an assignee or set of assignees Current Behaviour - click each task, start to type in assignees, go to next task, rinse and repeat. tough if you have large project plans and need to reassign due to departure or other event.
Description: Workfront Proof needs to have Notification options! Why is this feature important to you: Having one notification saves time. One source of truth for the comments made on the proof. The team does not have to go through each notification and with each notification there is a possibility that notifications may be missed leading to risks. How would you like the feature to work: We would like options. Turn off all proof notifications Notification once a decision is made on a proof Instant notifications Daily notifications Current Behavior: Every time a comment is made on a proof the team receives a notification in Workfront. So, if there are 50 comments, there are 50 notifications.
Description - Increase list of icons and emojis that export into Excel Why is this feature important to you - We support marketing teams that use custom icons and emojis in subject lines of emails and other creative assets. Those must be exported to Excel so that another team can upload to additional systems. Currently, the custom emoji (lightbulb in this case) does not export out. How would you like the feature to work - Just additions to the current set of icons Current Behaviour - Currently, there are a few set of icons within the Workfront software that will export into Excel.
Description - We would like to have capability to access and manage our OAuth2 configurations via API. Why is this feature important to you - This is important for us due to high automation demands. How would you like the feature to work - Features such is display (search), add, update, delete OAuth2 applications would be at most interest. Current Behavior - These features available from the Sys Admin screen only.
Being able to customize the "My Teams Best Bets" feature of the Sales Insights would be very helpful for Regional Sales Directors or for marketers who want to view activity in a specific area. Adding an option to choose from a list of states or from a dropdown list of the salesforce user that the sales insights belong to would allow sales and marketing teams to manage their teams and activities better.
Add the ability to format the email message dialog box to include the same features available in updates; ie bold, lists, embedded links, etc. This would allow important aspects of the message to be highlighted and provide far more succinct messaging.
When entering expenses and filling out the expense form, customers have a long list of Vendors that a person can choose from. However, not all vendors are valid selections for all of their subsidiaries, which is a field earlier on the form. The solution today is to build out multiple shortened vendor fields; one for each subsidiary. An example is attached in the screenshot. There are two problems with this solution:This solution doesn’t work well for inline entry of objects, which this customer uses. To allow for inline entry/editing it’s just not scalable to have all the different vendor fields in the view and to trust the user to fill out the right one.Reporting: when you want to report on vendor, you now have multiple vendor fields that could actually contain a value. All but one of them will be blank on any one expense. The only way I’ve found to get around this is to build a calculated field to essentially “funnel” the all of the different vendor fields back down to this one calculated field and then report on it.The actual idea:It’s kind of an evolution of display logic. The customer would like to be able to filter selection fields (dropdowns, checkboxes, radio buttons) based on choices made in previous fields. I don’t know if this would be built on the framework of the Typeahead filtering, or if it would be its own thing. But I think it would be a nice addition
Description - Analysis Workspace should allow extraction of over 50k rows which can be shared/scheduled by email to recipients. Why is this feature important to you - This feature was available in Report and Analytics but has been discontinued. This was extensively used by users and cannot be replaced by Data Warehouse dues to limitations on metrics and segments. How would you like the feature to work - 1) Analysis Workspace provides the ability to extract more than 50,000 rows of data. Users should be able to customise the exact number of rows they can extract. 2) Analysis Workspace should enable sending/scheduling of the extract data by email. Current Behaviour - Currently in Analysis Workspace up to 50,000 rows can be extracted only at an item level instead of project level, And this extraction cannot be shared/scheduled by email.
Description - Append date range to file name for workspace project Why is this feature important to you - It will give the instant idea to report consumers of which date range the report refers to How would you like the feature to work - Append project date range to file name in workspace like we do in reports now Current Behaviour - No option to append date range to file name in workspace
One of our teams uses the Scenario Planner. They build plans/initiatives using the "Import Projects" button (ie. not custom from scratch) and sometimes modifying timelines. Their idea: A setting whereby one can “hold” required resources and total overall hours/FTEs constant in order to shift an initiative timeline to eliminate a resource overallocation. It's tiring to re-enter all required Job Roles manually each time an initiative's timeline changes. Thanks.
Hi - anyone in the Chicago-area interested in meeting up? We are curious to see if there might be interest from a few local companies to meet 2-4x/year - share ideas, solutions, challenges/problem-solving. Maribeth.Foley@chamberlain.com
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