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Currently, the native Workfront search module in Workfront Fusion does not allow you to search or read the TEMPLATE ASSIGNMENTS object. I bet there's a way to do this with the custom API call tool but us non-developers would definitely benefit from being able to do this without coding. My use case is that I would like to be able to get the total amount of planned hours by job role out of a template. I'm going to push that data into our CRM to create "products" that are informed from the hours within our templates. Thank you!
I propose Marketo allow us the add in a Details constraint into the "Synched to SFDC" filter and trigger so we can operationalize workflows to inform us when a record fails to sync. I would like to be able to create an alert that fires off to my Operations team with the lead info and include the Details on the Sync failure so that both Marketo Ops and SFDC Ops are aware of something going wrong.Currently this is a manual process where we have to look into our workflows that sync records to SFDC and manually extract the lead information including the failure reason. This is time consuming and not an efficient way to ensure that all records are coming over as expected.
As outlined on Merging Person Records Disconnects Marketo Custom Object Record Marketo custom object records can be disconnected when person records are merged. This is annoying as the custom object records then need to be re-connected. It would be good if when person records were merged that the remaining person record automatically had all Marketo custom object records associated with the merged records associated with the remaining person record.
Description - Today, components in CJA are presented as a flat list, like we know it from Core Analytics: While this makes sense in Core Analytics, where components have no inherent relation to each other, components in Customer Journey Analytics come from the XDM Schema, where fields are always contextual to the Schema. For example, the standard Web SDK Field Group positions the ID and Click number of Link Clicks at "Web > Web interaction > Link Clicks > ID/Value": This context for individual components provides CJA with the potential to solve a few long-standing challenges in Analysis Workspace: For similarly named components, provide an intuitive way to explain the context (and thereby use case) of individual components As a novice user, help them to combine the right dimensions and metrics by showing that they come from the same context (in the example above: "combine the value metric with the id dimension") As an advanced user, give hints and inspiration to explore the available context for already used components (in the example above: "I'm using the Interaction Name already, maybe I can also use the Interaction Type or Interaction Region from the same XDM level?") In the UI of the component lists, a more context-rich view could be an alternative to or integrated with the existing flat list in Analysis Workspace. Inspiration could be taken from the Data Views manager, where we can explore the Schema in a contextual way: An alternative would be the tree-like view we know and love from the Schema view in AEP. This context would be a great addition to the informational overlays and could be very helpful to make CJA more accessible and efficient.
As we are now able to expire users instead of deleting them, some companies are adopting a rule of no longer deleting users (mainly for compliance issues).The consequence is that the user list can and will become very long over time.It should be possible to filter out the inactive and/or the active users from the admin -> User list so that only the active or the inactive users could be displayed.-Greg
It would be nice to have a public calendar view for scheduled emails for all non Marketo users to view.
Description - We have projects where assignee's are in multiple geo-locations. They each have their own location-specific schedules and customized holidays. Projects are the only place to set the schedule to use to calculate timeline, but it does not allow for this situation where assignees are spread out globally. This could be handled by allowing individual user profiles, teams, and groups to be assigned a default schedule. This schedule priority would be as follows from highest to lowest: user, team, group, project, default schedule Why is this feature important to you - To support accurate task timeline calculation, schedules should be set at different levels of granularity. How would you like the feature to work - Add option to specify a schedule at the individual resource level, on a team, and on a group. The order of precedence from highest to lowest would be user, team, group, project, default schedule Current Behaviour - Only a project can have a schedule assigned. This assumes all resources are using the same schedule, which is not true for a global workforce.
We have found out that there is a difference between Time spent on page - bucketed and Time spent on page - granular.The bucketed takes into account only the pages, the granular also takes into account the link events.In our interpretation the "time spent on page" should take into account the link events. That means that we can only use the "granular" definition, but the data we receive is almost useless, because almost every page has a different time spent on page, and it becomes impossible to make conclusions of those data.So we would like to have a dimension "Time spent on page - Bucketed" taking into account the link event (as it is or the granular definition now).
We've just had an issue where a Project was in one Schedule (VIC, australia), the Project Owner is in NSW, Australia, with assigned users across other Schedules (SA, QLD, VIC australia). The Public Holiday for the Project Schedule from VIC doesnt show in Workload Balancer under the assigned users, the task appears but it populates as 0hrs, regardless of task constraint. If the Project Owner and Management Chain arent aware of the Public Holiday, they wouldnt know its there and can potentially lead to over-allocation. These tasks should appear in the Workload Balancer should include a notification, public holiday note, or something should be populating showing that the Project Schedule has a Public Holiday. Description - Why is this feature important to you - How would you like the feature to work - Current Behaviour -
Description - One main selling point of Customer Journey Analytics is the ability to do cross device analysis. However, workspace in CJA has limitations which make cross device analysis difficult and not easy. For example, a simple question such as how many people are viewing a product on a device and purchasing it on a different device is not easy to answer when you have multiple different devices. For example, we have 3 devices: desktop, mobile and app. I have to create a filter that includes every possible cross device scenario which would include: (viewed product on desktop and purchased on mobile, viewed product on desktop and purchased on app, viewed product on mobile and purchased on desktop, viewed product on mobile and purchased on app, viewed product on app and purchased on desktop, viewed product on app and purchased in mobile). That is a rather large filter to answer such a simple question.Why is this feature important to you - The current limitations are very time consuming and makes cross device analysis difficultHow would you like the feature to work - A solution to this would be if CJA workspace allowed for two layer identification, meaning that cross device could identify on the customer ID along with device ID. Another solution would be to update filters so that we can maintain an element across the filter criteria or simply put that I could state in the filter that that purchase of the product happened on a device that does not match the device at the time of product view.
Description - Allow a requester to copy a submitted request Why is this feature important to you - We have many dept.'s that have reoccurring projects that occur weekly or monthly that require a request to be submitted. Having a copy button for the previous submission would save time and effort. How would you like the feature to work - When the new request window opens, have a button that says "Copy Previous Request" and maybe show the last 3 requests that were submitted. The user then chooses the request to copy, is shown the previous request form filled out and is required to confirm dates, and then they would save it creating a new request. Current Behaviour - You can't copy any submitted request and have to fill out a new request for a project every time.
When using the variables.json endpoint today, the returned data does not include the type of variable used (e.g., boolean, string, img, color). As a result, filtering through complex email variables is more onerous than necessary. Could the variable type be added to the data that's returned, and ideally a parameterized filter when calling the endpoint?
I actively use dozens of scheduled projects. I have two suggestions: 1. Projects occasionally don't get delivered. there is no means of checking on them. The additional of a log (as there is with scheduled reports) would be helpful. 2. Adobe sends renewal emails for each scheduled project when it is slated to expire. These emails often get lost because they have the exact same Subject Line as the project email. Alter the subject line so that it sames something like "Renewal Notice"
Hello, I am thinking if I could use a value of the field existing in a Salesforce Object sync's object more efficient,,,I know that I can use it in a Smart List's constraint checking of "Has a record in the object", but it is not possible to use it in a flow of Smart Campaign.Please expand the Smart Campaign's function more and more,,,
Description - Why is this feature important to you - as others view the Board and the various Cards aligned they would be able to tell how far someone has gotten on any card and subsequent checklist items How would you like the feature to work - similar to the Agile board which has the % complete slider available Current Behaviour - you can provide a due date for your individual checklist items but no indicator where you might be regarding that checklist item
Description - Currently, there is an option to select either "Eventual path" or "next hit" between touch points. In addition to the "next hit" option what we really need is a "next page" option (which ignores all link tracking data). Why is this feature important to you - Currently you cannot look at the conversion between two pages where you want to specify the second page is viewed immediately after the first. This is because any link tracking calls that happen in between the two page views will cause users to fall out, even if the pages are view one after another. Worryingly, people may incorrectly be assuming that "next hit" is the equivalent to "next page" (this has happened inside our company.) Note: The same issue used to exist with sequential segments but it was fixed i.e. there is now a "next page" option, in addition to "next hit". How would you like the feature to work - A new "next page" option that ignores link tracking calls.
Description - I'm missing following functionalities that were previously available in WF One: I cannot re-assign ticket to my peer admins (e.g. when I plan longer leave) I cannot tag other users in support communication thread I cannot sort my ticket by "last update" Escalate case, seems to be always greyed out for me, so I'm unsure when will I be able to use it I cannot see details of my ticket submission. With multiple tickets constantly in the queue, I don't always remember all details relevant for the case, and lack of preview of my original submission forces me to keep track of this. Why is this feature important to you - I want to manage my support tickets more efficiently How would you like the feature to work - apply all above mentioned missing pieces. Current Behaviour - see above
Description - Add the Workfront widget such that Outlook meeting invites can be exported into Workfront as a task or an issue in a project Why is this feature important to you - Being in enablement, we track, report, share WF calendars and collaborate on events scheduled by our team. Specific projects can support 25 events in a quarter. It would make updating events a lot easier if we could add these outlook events as tasks in Workfront without manually updating them as tasks. How would you like the feature to work - Similar capabilities exporting emails into Workfront projects as tasks or issues. In addition, it would be great if the event start and end date could be picked up as the Planned Start and Planned completion date of the task, and the meeting duration be updated as the task duration Current Behaviour - Feature doesn't exist.
As a future release improvement, I think it would be nice to have 6 or possibly 7 project header fields. I wouldn’t want to lose any of the existing 5 fields (project owner, percent complete, planned completion date, status and condition). It would be really beneficial to have project reference number as the 6th header field. Currently, we ask our project owners to add the project reference number in the project title manually. As the 7th field, it would be nice to have the request (“This Resolves”) field.
Description - An alert triggered for the APNS certificate expiation in Adobe Control Panel. Why is this feature important to you - This would automate and provide a larger audience awareness of the expiration of APNS certificate required for Push notification channel via the control panel How would you like the feature to work - Similar to SSL Certificate Process Current Behavior - Required to managed outside Adobe Campaign Control Panel
It would be great if we could create charts using calculated columns so they can be added to dashboards. We can use the built in views locally (e.g. grouped columns in the detailed view) but when communicating with other teams we must export to Excel and create charts that way. I'd love to move to using WF as our operational system of record but limitations like this reduce feasibility. Without this I find myself exporting to Excel and giving Sr. Leadership multiple reports/dashboard views. This impacts adoption of WF across the organization (especially at the Executive level) as they want a single place to get their results. Thank you for your consideration!
From the activity log, I check which pages the customer referred to by typing the URL into the browser one by one. Could you please help me to do this efficiently?
Description - When viewing the Resource Management Planner, when viewing by role or project, it would be great to see capacity as a % by role. Today you're able to see capacity as a % when you're viewing by user, but not by role or project Why is this feature important to you - we measure capacity in terms of % not hours, so in the current state we have to export these data points and then calculate the % in excel How would you like the feature to work - I want to see the Capacity % in the Workfront UI when viewing by Role instead of just when viewing by User
Description - add enhancements to out of office delegation where it allows for you to select specific tasks/issues within the timeframe and be able to provide "next steps" for the user you're delegating to. Why is this feature important to you - in its current state, the tool works well to allow access and notification to an object while someone is out of office, however, there are times where teams work differently and thus a backup might need more instruction other than what is provided via a notification or workfront process. How would you like the feature to work - allow for more flexibility/customization of this function. Its a good start but needs some personalization. view to kanban boards and tie-in/view to "boards" would be useful. Current Behaviour - good tool to allow access to individuals acting as backups where it removes the need to wait for access to be granted as well as a way for both users to stay notified via notifications.
When assigning layout templates, there may be a prompt saying "This assignment will override an existing Layout Template assignment." Unfortunately, this only applies when assigning and listing individual users. Trying to assign the template to a group or team results in the same prompt, but the members of that group or team do not actually inherit the new assignment and retain their prior layout template.
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