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●ご要望 ある日付に、特定のステージに存在していたリードを抽出する機能やフィルターを実装いただきたいです。 ●理由 現在、特定のフィールドに存在するリードを手軽に、かつ正確に取り出す方法はないと考えています 顧客実績のレポートで、YYYY/MM/DD時点のステージのリードが現在どのステージに居るのか、商談はいくらになったのか?などを見たいときがありますが、特定の日付のステージのリードを抽出できないため叶いません。 ぜひご検討いただけますと幸いです。
I am able to report on WHO entered a custom form but not WHEN that person entered it. It would be most helpful to see a record of date/time that a custom form is created to help identify which is newer in the system as opposed to which one had a last update. That does not always guarantee it is the correct and newest form version. It is cumbersome to go through a form with hundreds of fields to find the minute changes just to figure out which is the original version. Of course this could have been prevented, had someone been more careful with naming and been more attentive to detail, but as you know, stuff happens. This seems like an important piece of data that most other objects in Workfront do have reporting for and I feel this same field for custom forms would be useful to many people.
1. Export of GANTT charts We need to export GANTT charts (with relevant = selected) Tasks as PDF. Basically that is already working. The problem is that as soon as it comes to a project with many tasks and a longer duration, the GANTT is splitted in the PDF. We would need an export that creates one large GANTT, that can completely viewed by scrolling to the right. 2. Export Workload Balancer information There is no export of Workload Balancer information but we would need it for longterm planning in Excel. What do we want to do in Excel - as it is not possible in Workfront directly? We want to have an overview of all our development (or others) resources from TODAY + 1y and in Excel we would highlight the percent of allocation differently.i.e. < 50 % = white 50 - 75 % = green 75 - 99 % = orange 100 % = red
Today, if you attempt to use the addHiddenFields form method with Marketo's JavaScript Forms API when attempting to write into a Program Member field, the platform requires that you have at least one program member field populated on the form itself inside Marketo. For example, if I have PMCF fields 1-10, you must have at least "PMCF Field 1" hidden on the form directly for PMCF Fields 1-10 to record. This requirement is not in place for standard Marketo fields; could we please get the ability to directly write into PMCF fields without this additional step? This becomes problematic when needing to adjust forms at scale.
Currently regardless of where you apply the Background > Conditional Formatting setting (an item in a table that spans several columns, or a single column) the formatting works the same, applying the colour scale for each column individually. However sometimes it might be more useful to apply this across multiple columns/cells instead, but this is not possible today. My suggestion is that if I click the settings cog on an item that spans multiple columns the formatting gets applied to all cells in those columns as a single group of numbers. The resulting formatting can be very different. For example, you can see in the mock-ups below that applying the formatting to each column individually produces a very different result to applying it to the group of cells as a whole: Alternatively, add an option under the conditional formatting to allow it to be added to all columns/cells as a group, or on a column by column basis.Adding this feature would make it far easier to create cross-tab style visualisations and draw the eye to important information expressed via 2 dimensions.
Description - Our organization would love to see items in Workload Balancer colour coded by task status Why is this feature important to you - task is the basic "work item" in workfront so it's quite natural that it's status is important for any work planning/allocation that usually happens in Workload Balancer How would you like the feature to work - tasks would get colour coded based on their status, each status in workfront is by design associated with a colour, so this piece is solved. Current Behaviour - Aside from default (uniform 1 colour) there are only 2 custom colour themes: Project and Project Status
The ability to create a report by custom form would be greatly useful to improve efficiency and reduce erroneously selecting the wrong columns or missing a column. The idea is that if I want a report that shows custom form 1 (issue and project object). I can select I want an issue report that pulls in all selectable fields as columns from custom form 1. This report would still have the same capabilities instead the creation mechanism allows room for columns to be "prepopulated" by custom form indication.
Description - Provide the ability to set a timer for how long you want to "temporarily lock" a document where the document unlocks itself after that time is up. Goal is to prevent other users from downloading the file while it is locked, and/or set an expiration time for the lock. Why is this feature important to you - Just saw that Box.com has this integration with Word.doc that allows you to do this when you chose to edit a Box Word.document on their server. People often forget to unlock documents and then log off of their computers, causing somebody else to have to get the System Admin to unlock it later. People usually only need to temporarily lock a document the day of / time while they're working on it... and they can usually pre-estimate how long they want to spend working on it each day.... How would you like the feature to work - Same way opening a Word document in the desktop version of Word from Box.com server does (see pictures below): 1)When click to edit a document, ask if I want to "lock it to prevent others from editing it" 2) If I pick "yes - lock" then ask me how long (pre determined time) I want to lock it, or let me lock "until I decide to check back in" 3) When the pre-determinded lock time ends, unlock the document automatically for me. Box.com - When Editing a Word Document from Box.com Example:
Description - In the new timesheet UI, we would like see hover logic on the objects to show owner/assignee, status and planned completion date. We realize there is the new Open Summary option to see addtl details, but this functionality is only for tasks or issues, not projects. Why is this feature important to you - This helps our users understand the objects on their timesheets with more clarity. How would you like the feature to work - When you hover over a project on a report, more details show. We would like this same feature on the timesheets.
Description - When I switch between Views (or move the Workfront window from one computer screen to another of a different size) the column widths stay the same, and I'm constantly adjusting the widths manually to see what I need. I'd like the option to auto-fit the task table to it's contents so the widths are all visible on my screen. Why is this feature important to you - This reduces frustration and saves me time How would you like the feature to work - I'd like there to be a toggle in the toolbar to turn this feature on.
Description - When a calendar is synced with work, add the blocked off time from the outlook calender into the Timesheets. Why is this feature important to you - Currently requires team to duplicate efforts and calculate time to input into timesheets as well as additional intervention if a meeting changes days/times/durations. How would you like the feature to work - If Outlook is synced, to auto-populate general or a newly defined time type for meetings or outside commitments. To auto-adjust time on the timesheet when a meeting is moved, canceled, duration extended, etc. Once day is complete, lock time in incase the meeting gets accidentally canceled or removed from the calendar with out affecting what they already did. Current Behaviour - No relationship between synced Outlook calendar and Timesheet.
Description - Bulk edit error message that displays which specific records are not editable and why. Why is this feature important to you - Provides better awareness when bulk editing many records at one time by flagging which specific records are preventing the bulk edit to process. How would you like the feature to work - Records that are uneditable are flagged with a red notification stating short reason description Current Behaviour - no way to know which record of many is the specific record preventing the bulk edit from processing.
Description - The Proof Viewer currently maximizes at 400% which is not enough to fully see the asset's details Why is this feature important to you - My teams work on very large packaging files and the fine print needs to be reviewed by the Product and Legal teams. Mistakes like country of origin or sizing specs could cost the company greatly if there is a misprint that needs to be reprinted. How would you like the feature to work - Using the existing feature, grant the ability to zoom in beyond 400% up to 2000% Current Behaviour - Zoom maximum is 400% so the creatives have to create screenshots of the smaller text area and upload them so the reviewers and approvers can review them. This is clunky and adds additional steps and requires more asset management.
Description - Would like to be able to add a business case with pre-populated information at the template level. Why is this feature important to you - This will ladder up to Portfolio Management tools and Resource Management Budgets and could save a lot of time because often a templated tactic has very similar if not identical business case details. How would you like the feature to work - Same as associating a form to a project template or set up request queue - where you can choose details that default but once the project is created you can also customize if needed. Current Behaviour - Business case is not available in templates, only in created projects.
Description - Add Actual Hours columns to Project and Role views in Planner Why is this feature important to you - Aggregated actual hours for role and planner would make this tool much more helpful to see where we stand against plan or budget. How would you like the feature to work - Same as it does for the User view in Planner Current Behaviour - Not available in Project and Role views, only available in User View in Planner.
Description - Extend Typeahead to allow selecting tasks or issues. Why is this feature important to you - I wish to use a project and for admins to add tasks to represent options that can be selected in the typeahead. This allows for a dynamic addition of values to the custom field being maintained outside of the custom fields. These tasks/issues could then have a custom form on them that could be used in the Filter of the Typeahead. My filter would then filter to just that project and show only tasks in a specific condition. The project would be lock to a limited number of folks who could add new items and mark items wit a status. How would you like the feature to work - See description Current Behaviour - Other Objects are allowed to be used in typeaheads. This functionality would be fine.
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