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Currently the custom form information does not show up on a billing record as long as you do not click "edit". That is additionally a problem, as "billed" billing records cannot be edit. Means if we want to check custom form information, first of all the status has to be set back to "not billed", then click on "edit" etc.
I saw this capability in Wrike that you can create a check lists and teams can check the task when it is complete. It is an extremely helpful feature specially when a list of tasks should be done by different teams.
Description - Logging time in Workfront should be as simple as possible. Right now, users must convert minutes to hours and manually add their time together when logging more than once a day. Why is this feature important to you - Currently my users must mentally add their time together if they work on the same task/issue multiple times a day and this wastes their limited time and creates a deterrent to logging time in general. It's also difficult to convert time into a decimal How would you like the feature to work - Ideally, I would want someone to click log time and type in the number of hours and/or minutes for each day and if they needed to add more time instead of updating the number to the new total instead just type in the new number and have Workfront add the time together. Even something as simple as typing "+1 hour" or "-15 minutes" Current Behaviour - Users have to pull out a calculator or rely on mental math to figure out what the decimal conversion of minutes to hours is and then add that to the existing number
Currently the download html feature only gives you the code for the default version of the email. You can preview and inspect the rendered dynamic segment code in the preview frame, but you can't easily convert this to a file for sharing, editing or archiving.
The image quality on PDF proofs is very poor. High-resolution images are compressed so they look like they very blurry and even vector images are not rendered in native resolution. Additionally, the color shift is notable. Please support dynamic resolution refreshing and High DPI output so proofs containing critical visual references can be viewed more accurately.
Request for Feature Enhancement (RFE) Summary: The review process makes use of the inbox. When a user has multiple items to review each individual item has to be clicked Use-case: Use Case: As a user, I have 10 items to review. I have reviewed them and I would like to: select all 10 press complete select approve and leave comment press ok Current/Experienced Behavior: Current behaviour is I need to do the above us- case 10 individual times! The number of clicks is huge. It is not a friendly process. Improved/Expected Behavior: As use-case above. Environment Details (AEM version/service pack, any other specifics if applicable): Customer-name/Organization name: Screenshot (if applicable): Code package (if applicable):
Request for Feature Enhancement (RFE) Summary: Add keyboard shortcuts for common builder functionality: Insert component Configure Insert image Preview Edit etc. Use-case: Current/Experienced Behavior: Improved/Expected Behavior: Environment Details (AEM version/service pack, any other specifics if applicable): Customer-name/Organization name: Screenshot (if applicable): Code package (if applicable):
Request for Feature Enhancement (RFE) Summary: Would be great to have a visual global styling dashboard. A place where you can see your fonts, colors, header styles, body, etc. Use-case: Current/Experienced Behavior: Improved/Expected Behavior: Environment Details (AEM version/service pack, any other specifics if applicable): Customer-name/Organization name: Screenshot (if applicable): Code package (if applicable):
Workload Balancer used within a project and within Resource Management should provide the info that makes it fully functional for it's intended purpose. This would allow resource managers to spend less time assigning work and balancing workload and reduce frustration created by the lack of complete info. Current challenges with the WL Balancer view include the following: -The planned hours for tasks are not viewable. -There are no details about planned hours by assigned role. -The "Advanced" link to see more task details is not available. -When viewing an unfiltered list of users, you can't begin typing a user's name to go to that part of the list. The solution: If the planned hours details were included in a hover, pop-up or the "open summary" window, assignment decisions could be easily made with the WL Balancer view. This information is available in the system and would just need to be added to the view.
Description - It would be nice if any edits made to the request after it is converted to a project, flows down to that converted project as well for ease of data consistency and accuracy. Why is this feature important to you - This saves the admin team time otherwise spent on copying data from request to project. How would you like the feature to work - if we are able to do this, the teams working on the project will not miss any important edits made to the request that never flowed to the project. Current Behaviour - Request edits do not flw to converted project, hecne there is a mis match of data between the two objects.
Description - Users with the access level of System Admin should be able to access proofs without being added to the proof workflows under the Workfront Stage. Why is this feature important to you - I work the support channel and often need to access files to troubleshoot. Every time I access a proof I get an email that I have been added to the proof and get updates on the proof status. It would save a ton of my time if this would not add me to the proof workflows when I am working a support ticket. How would you like the feature to work - I would like the system to take into account the access level of the user opening the proof and not adding the system admin access user to the proof Workflow. It should still allow a system admin to be added to a route intentionally but when they access a route that they were not already on the proof workflow they would not get added to it. It could still log the activity so there is a trail of who has access the proof etc. Current Behaviour - Right now I get added to a Workfront stage, get an email that I now have a proof to review and get daily summary emails. I could go to the proof workflow after I am done and remove myself from the workflow but sometimes I need to access it again and that would require me to repeat this process.
More generally, it would be nice if we could customize what is displayed in the task header in NWE.More specifically, my NWE users miss having the task description and task reference number in the header so it can be at-a-glance no matter what part of the left navigation they are on. Removing these two fields is causing additional clicks on a regular basis.
There is currently no form of currency conversion in Analysis Workspace. There is a rudimentary version in Reports & Analytics, but is woefully inaccurate and report numbers change depending on the day that you look at a report. Why this feature is important - Organizations that operate internationally need to view revenue in various currencies throughout the world. Current implementations for multiple currencies involve highly customized and complex implementations to accommodate them, when Workspace could fairly easily enable it for everyone out of the box. How I anticipate this feature could work - When dragging a metric into the calculated metric canvas, add an option inside the gear icon. In addition to 'Metric type' and 'Attribution', add a 'Currency conversion' section that allows you to select: The currency that the metric is currently in The currency that you want to convert the metric to Adobe already partners with XE (see currencyCode) for converting currency from the currencyCode variable to a report suite's currency; it seems pretty reasonable to use XE's API to retrieve daily currency conversion for a reporting date range. Having this feature in Workspace would allow you to perform advanced analysis on many different currency types, and allow an organization to view any metric in any currency. It is also valuable in both traditional Analytics and Customer Journey Analytics, as both products can benefit from having flexible currencies at report time.
Allow us to have visibility on "email code" while emails are in dynamic segmentation. This will allow us to work with our 3rd party email platforms such as taxi for email. Currently, we are unable to view/edit email code when email is using dynamic segmentation, in order to make changes to email or view/edit code we have to remove all dynamic email segmentation (dynamic > static) which slows down our email build SLA. Thanks
Description - When creating custom forms, if the form starts with a 'Descriptive' text field the top spacing and left side alignment is off. You can easily tell theirs way too much top spacing and then from the left the descriptive text is not aligned to any of the other custom form fields. Why is this feature important to you - We have over 3,000 clients/requesters that use these forms. And this looks messy and seems to be a direct reflection on the marketing team, where we have no control over. The descriptive copy is important for the requesters to review and read so they understand HOW to use the form. How would you like the feature to work - Universally the custom forms spacing and alignment should be reviewed and be the same throughout. Current Behavior - Messy, see screenshot
Description - Let’s imagine you have many customers with many contracts. On some of them you let them the opportunity to consume 15 F.T.E. a month. When doing your planning you can see the total availability of the team and also where their time is planned (resource planner report). Now if you want to see in a simple dashboard, as the resource planner, the remaining F.T.E. that customer has and where time is planned so that it does not go over the 15 total… How would you do that ? I will even add a more complex point. You may have several customers sharing the same infrastructure (servers, network, …) all of that infrastructure has to be maintained. You are logging operational time in Workfront. Customers pay their share to the common infrastructure acording a defined ratio, so you want to reflect these ratios in their 15 F.T.E.. That would give you the remaining F.T.E. for the month at any time regardless of it got spent on operational or project time. Why is this feature important to you - We like to keep track of where time got spent in Workfront. We want to automate reporting for our customers through Workfront. How would you like the feature to work - A sort report comparable to the "resource planner" in which you would select a customer and it would show if time got spent on operational time or projects. Current Behaviour - We have to extract the resource planner view with a filter on the customer to determine the time passed on project. We then add the percentage of time passed on operational time to determine how much FTE is left for the month for that customer.Each time we need to plan a project we have to repeat the operation.
Enable the ability to "Clone to same folder" when cloning programs, assets, etc. This will save TONS of time. Current state, you need to copy the name of the same folder existing asset is in to ensure new asset saves in same folder. This is time consuming and unnecessarily difficult
One of the question I get the most often when training Marketo customers is how can create fields that are attached to leads only in the context of a program. An example of this is sending invites for an event and ask for preferences in a field on the form, such as which track they will want to follow, what timeframe they would want to come, etc...For a few quarters now, SFDC has offered the possibility to add custom campaign member fields. This idea would be to enable programs in Marketo to support similar custom member fields, but also some standard campaign member fields that are not currently mapped, such as the member status date.Creation of the program member fieldsThe program member fields would be created automatically from the synchronization of salesforce campaign member standard and custom fields, as for any other field we sync. As with other SFDC fields, the "self healing" schema capability would be required.It should also be possible to create such fields directly in the Marketo admin section, either when one does not use SFDC as a CRM or when Marketo admins would want to benefit from the capability without going through the burden of modifying SFDC schema. It is important to note than, as with lead fields, both Marketo only and CRM sync'ed fields should co-existSome program member fields would also exist by default in Marketo to host information such as Program Member Status and date, success and acquire by information. These fields would be synchronized by corresponding ones in SFDC if the program is syncrhonized.This means that Sync'ed member fields and unsync'ed member fields would be able to co-exist in the instance, as for lead fields.Obviously the program member fields meta model would be the same for all the programs in the instance, and all the workspacesSome campaign member fields in SFDC would also be created as part of the MLM package, such as "acquired by" checkbox field and "acquisition date". The Acquired by would also be used in a rollup field in the campaign. [EDIT] as the MLM package does not exist any more, it should be possible to create these fields in SFDC, with a specific syntax, and they would automatically be recognized and mapped by Marketo (as it's now done for the lead score for instance).Population of the fieldsThe program member fields values could be used in forms and filled out from there. The values entered in the form would be stored in the program containing the landing page hosting the form, provided that the LP is hosted in a program. The program member fields would be eligible to the hidden field feature in form so that they could be populated from referrer, URL or cookie values.In case a form is embedded in a non Marketo LP, if the form belongs to a program, the values would also be stored in the program.In case of neither the form nor the LP belong to a program, a hidden standard field or a form parameter could be provided (or added to the form code for an embedded form) that could host the name (or any other ID) of the program supposed to contain the dataIt should be possible to update the value of the program member fields with simple "Change Data Value" flow steps, in smart campaigns, only if these smart campaigns are located in the context of the program.It should be possible to populate the program member fields through import of members in a program or import into a list located in the program. In case of import into a list not located in a program (a Lead Database list), the import would prompt the name of the program to import these values in ("None" would be a possible answer, in which case the imported program member field values would be lost ).These fields values would also sync with SFDC, so the fields value could also be populated from SFDC. Sometimes, these fields might be formulas in SFDC, in which case they would be read-only in Marketo.Materialization and usage of the program member fieldsThe field values would obviously be available only within a program context, somewhat similarly to program "my." tokens, but with the difference that each lead being a member of the program could have different values.These fields would be available as "program." tokens (to differentiate them from the "my." tokens) and usable in all assets within the program. These program tokens would even be available for webhook payloads.These fields would sync with SFDC campaign member fields, in a 2-way sync, if the fields are mapped with SFDC fields.These fields would also be available to filter leads through constraints for the "member of program" filter and the "Program Status is changed" triggerThe program member fields would also be eligible to the "data value changes" trigger and the "data value changed" filter. Alternatively, a separate set of filter & trigger could be created. The program into which the filter applies would be set through a constraint (which value could be set to "is any")The Marketo event mobile app should also be able to leverage these fields to display them or to allow update.The program member fields should also be accessible in read and write modes through the API. A new "campaign member" API will obviously be needed for this.When added to a view in a smart list or a list, these program member fields would display a value only if the smart list belongs to a programReporting:These program level fields would be used as additional filters in the program performance reports.It should also be possible to add the program member custom fields to generate custom columns in the program performance report. In this case, each possible value of the chosen field would create a column and the rows would provide counts.They could also appear as filter, breakdown or grouping field in the program analyzer.It should be possible to add these fields to the revenue Explorer, as additional dimensions. Especially key to all program oriented report typesExample of use casesStoring program membership source tracking, in a much simpler way, without to have to create a complex structure of multiple programs by source. That would make the creation of an offer-channel attribution model so much simpler!Storing visitor food preferences for an eventSoring registration date/time to and event or subscription date time on an opt-in and being able to report on it easilyCapturing visit hours choices on a tradeshow boothStore a membership date that would be different from the date/time the program member record has been technically createdLast but not least, create a very significant differentiation against Marketo competition, with regards to the way SFDC campaigns are integrated and supported (and hopefully one day for MS Dynamics as well).Store the date at which a form fill out was performed for each leadGreg
I was so excited when PMCFs were launched, but it doesn't seem they've been shown much love since launch. I know its been mentioned to allow PMCFs to be used within smart lists, and to used to create reports. It would also be great if the individual PMCFs were visible outside of just the Program Members tab - in particular, as a field visible in smart list subscriptions that can be downloaded with reports. Currently its very manual to review what's captured in the PMCF and update it on external reporting.
Description - We have the following Issues:I raised this ticket here (Case #00337225) and was told that there is no solution at the moment, so I am putting this on record. This is an important issue because without this we don't know if the user logged into the system today and put in hours on past dates.1 - In the user updates it does not show on which date I posted the timesheet, it only shows me the update from when I attributed the hours.See, for example, I log into the Timesheet and fill in information from previous days, still in the example, Let's suppose I logged in today (October 21) and filled in hours from October 10.What happens today is that I don't have a clear view of when the user added those hours. Because the system shows me that the user logged into the timesheet on today's date, but does not tell me which dates he actually filled in. Is that clear to you? (attached screenshot of what I am saying)2 - The second issue is that when we post hours in the "General Hour" topics, which are: sick, vacation and etc... The system, besides not returning to me the real date that I filled that field, does not return to me the Hour Type name. Why is this feature important to you - is important, because then we will know the right time that the user posted his or her hours. How would you like the feature to work -That it is possible to check by user updates and have this field available in the report Current Behaviour - Currently, we do not have this information and we are unable to verify which moment (date/time) the user posted the time.
Need to have a option to limit project "manage right" for "Resource Manager". All we need resource managers to do is assign resources and use the tool to monitor resource load. We trained them to use the new people /scheduling area. This will be very helpful for our company if more options/filters can be given(different idea exchange post) The major issue for us is that they are also given right to change project "name"; "planned date", etc if they are assigned to resource owner. During our testing, our resource managers did "accidentally" changed the predecessor/ due date/ project name etc and "NO" notification to project owner can be set up either. This can be a controlling nightmare for us as PM should be the only persons should grant the right to update these field in our company. We also checked with workfront consultant". There is "NO" work around. So, if we remove them as resource owner, then the new resource planning tool become useless to us. Please correct this Thank you
Adobe documentation on Data Feed mentions sftp and S3. I'd like to ask about supporting the Adobe data feed to GCS (Google Cloud Storage). The GCS API is an S3 compliant API. They have a transfer service from S3 as well: https://cloud.google.com/storage/transfer/
Description - Allow comments at start of calculation using standard syntax such as # Why is this feature important to you - While there is the instructions, this ends up displaying to the user. It would be better to have simple ability to write comments into the scriprt How would you like the feature to work - Allow # Current Behaviour - Not possible
Description - We should have the ability to choose to ignore the time of day for tasks Why is this feature important to you - This causes issues on our schedule and forces us to use time of day when we have teams in different time zones. We only care that a task is due, started, or completed on a specific day the time does not matter. Every report and project view has to be adjusted in a specific way so time of day is not considered (task calculated fields) How would you like the feature to work - There should be a setting on the group level that allows us to ignore time of day Current Behaviour - Workfront considers the time of day a task date is started and due which causes confusion for our team that does not use time constraints.
Description - Modify the Config ID that's been set on the run of web SDK extension, based on a certain action of the user on page where a pageload /page refresh/ Navigation Why is this feature important to you - consider a scenario, where user provide a consent and a page load/ refresh doesn't happen. based on the consent of user if he enabled Analytics and disables personalization and Advertising opt In's. we need to send data using data streamA with service enabled only for analytics.user case 2: If user opt out Analytics and opt In Adverting and Personalization , we need to send data using data streamB with service enabled for event forwarding and Target. How would you like the feature to work - Providing a option to Developer to modify config ID in web SDK before send event. Current Behaviour - We are not able to change the config ID until a page reload / refresh / navigation takes place
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