Description - As and when any approval is needed from the Project Manager/Project Sponsor/Campaign Manager for a specific task present in project level, should receive an automatic reminders till they take action (Approval/Reject). Since, it could be predecessor for other tasks and that would get stuck and will not be able to mark those as Completed. Why is this feature important to you - As and when any task requires approval either from Project Manager/Sponsor/Campaign Manager, if they are not taking their action (Approve/Reject) on time, which is blocking us to update other tasks status. Since, these would be the predecessor for those. How would you like the feature to work - Whenever required task is marked as completed, if any approval is tagged for the task (Project Sponsor/Campaign Manager) then if the respective approver is not taking any action with in a day/two, should send automatic notifications that we setup to follow up with respective approver, till they take action on that task. Current Behaviour - If a task is marked as 'Complete' for which approval (Project Sponsor/Project Manager) is added, it will be waiting for their action (approve/reject) to take on it. If they are not taking any action, then we need to add a manual comment for the task to follow up with respective approver. It would be a time consuming thing.
Description - Converted Issue Planned Date automatically or we have option to sync with Project Planned Date Why is this feature important to you - This will minimize work from PM monitoring both completion date How would you like the feature to work - Automatic Sync or Option to select Automatic Sync Current Behaviour - Very Manual when changing dates for both - when in fact it should be sync to each other
JavaScript activity can give more extension to the workflow engine, and it can be very useful to have a logging interface. Adding js activity to the workflow and a dedicated admin interface to record data for tracking will be a powerful step for ACS.
It would be great if a user's access level was preserved/stored when they are deactivated. Currently when a user is deactivated, their access level is removed. If that user is reactivated (via checkbox), they are not granted any access level, which basically leaves the user as deactivated for all intents and purposes. It would be useful if, when a user was deactivated, it "removed" their access level but stored it in a variable, field, or database so that when the user was reactivated, they automatically reobtain their old access level. This would remedy the problem of having activated users without an access level, but also I have also encountered situations where a user was deactivated which removed their access level, but there was no record of their previous access level on the System Updates section of the User profile. This prevented me from knowing what Access Level the user should have when I later reactivated them.
DESCRIPTION OF NEED: --------------------------------------------------------------------------------------------- For fields where there is a Category and a Sub-Category (example using cars: Toyota (category) Corolla (sub-category), it would be helpful if there was a custom field type that would allow for the category and sub-category to always remain in sync. CURRENT LIMITATIONS: Currently on a custom form, I can use display logic to show my sub-category only when the proper category is selected. HOWEVER this can not be accomplished on a report. Currently, if I select a category and sub-category, then CHANGE the category, the data remains in the sub-category field creating invalid data. Currently, there is no out of the box way to select the sub-category and have it imply the Categories above (example…. Selecting Corolla under Sub-Category would automatically infer Toyota as the Category and make the change). This is the case for either custom form or report. Why is this feature important to you - Automated and mandated Metadata / Taxonomy conformance vs. one-off resources and time to measure and manually address
As an Admin I'd like the ability to download a Layout template's decision data, including all current state configurable data elements contained within, such as Top Menus, left menus and field detail for all views, etc. Layout templates contain a very large number of configuration points across many different user views. Our organization maintains a large number of layout templates, which over the years have become more rich with an ever growing number of configuration points, yet there is no easy way to export the current state layout template for team review/approval. In our vision of the future state there would be an option available to download the decision data contained in each Layout template as an .xls/x file displaying key decisions with data arranged on tabs. This standardization would allow for much improved review and approve of team decision points for layout template configuration.
Description - Allow for System Administrators to Globally control whether issues/requests are included in an individuals time using the resource management areas of Workfront Why is this feature important to you - Because we always want issues/requests to be factored into someone's capacity How would you like the feature to work - in set up area, a toggle controlled by the system administrator to always include issues/requests when calculating capacity in resource management area of workfront Current Behaviour - each system user has to turn on with a toggle in the resource management area
Use case: I want to be able to target non mobile visitors that are on a larger then average screen-size. Feature: Please give me the option to set up an audience for a desktop visitor based on screen-size similar to the way I can currently do it for a mobile visitor. See scree-shot below:
Description - When making custom fields and forms, the "currency" option formats the number with commas, e.g. $10,000.00. Numbers should format the same way. Currently, there is no way to make Workfront put commas in custom fields formatted as "numbers", which leads to confusion with large numbers. Is is 1000000 or 10000000? These would be easy at a glance if they were 1,000,000 and 10,000,000. Why is this feature important to you - Less confusion. Easier for people to understand the number at a glance. How would you like the feature to work - If I chose to have a custom field formatted as a number, it should put standard commas in, the same way it does for currency. Current Behavior - Currently, the custom form just shows the digits with no separation.
I inherited our Marketo instance and was told to use the "Update" field to determine who filled out the forms on what date. Well, just the other day I discovered that "Update" information has nothing to do with when the contact filled out a form. After speaking to a few different Marketo support team members I learned you can't gather the form fill date/time date. WHAT?! What marketer doesn't want to know when a form was filled out!? On HubSpot, not only do you know when someone filled out a form, you get an alert to your email that a form was completed by a prospect. UMMMM! Marketo, get on that! Wouldn't it be great to know as soon as a form was submitted? I cannot believe this information is NOT available in Marketo. PLEASE can someone make gathering this basic information a Marketo feature?!
In theory, Marketo should not have duplicate records with the same email address, but this is often not the case in actual use. This means when choosing a record to emulate for sending a sample email, there can be multiple results returned when looking for an email address. If there are three example@test.com records, all three will be listed in the Send Sample dialog box—but there's no good way today to quickly understand which of the three options you're choosing correlates to what record. Would it be possible to add an additional identifier, such as Marketo ID, Unique Code or Unique Name that could either be displayed in the UI or used as a secondary search criteria? This ensures when there are material differences (such as one variant having custom objects attached) that testing can occur quicker and with less confusion.
Allow users to enter a "nickname" (shorter name) for projects/pages that the user pins to their top header in the New Experience.We have a long prefix code at the start of all our project names and our names are really long. If the user could put in a short name, then it would be easier to read on the PIN bar at the top.
When you bulk-select queue topics or topic groups, you are not given the ability to edit them, only delete them: https://drop.workfront.com/Z4u6m7qk. This was causing some grief a few months back when we were reconstructing one of our request queues. Specifically, we needed to add a new custom form to several of the queue topics and had to do it one by one.
I would like to be able to bulk-edit request queues in project templates. We have built-in request queues in our project templates, which greatly helps our teams manage work by keeping related work together in the overall project. Whenever there is a change to a request queue or new queue topic to add (including parent topics and routing rules), this means updating each project template manually, which is very time-consuming.
Description - There are some native/out-of-the-box views, filters and groupings that are not editable. So I'm having to create new ones to suit our needs, which is fine, but I also want the ability to revise the standard ones. When I try to revise a standard view, I have to save it as a new one. For example, the 'Condition' project view is pretty flawed in that it includes the latest update from the project owner in any project, not even the project it's showing the condition with. I want to revise this to be able to use this condition color aspect that I wouldn't be able to reproduce on my own in a new view, but I'm not able to revise it. Why is this feature important to you - views/filters/groupings give users a customized view. How would you like the feature to work - give admins more ability to revise them for our instance Current Behaviour - see above description
Description - 'Wrap Labels' on by default on Flow visualization Why is this feature important to you - Every time I use the Flow visualization I have to click on Wrap labels so I can actually see the full page name! It would save time if this was on by default, or if there is a setting to make it on by Default How would you like the feature to work - 'Wrap Labels' on by default on Flow visualization, or a setting to enable it to be On by default Current Behaviour - 'Wrap Labels' is off by default on Flow visualization
Currently users can only delegate tasks from the work list view and time off calendar still only shows approval delegation option. Task delegation should be available in both locations.
Currently when smart logic is added to a custom form where it is utilizing "Display Logic" if a value under a certain field is selected, it showcases other fields. If you change the field value text, it will break the smart logic and you are forced to go update the logic on all the fields that utilize that display logic. This is important as we have custom forms that utilize a large amount of Display logic and sometimes the need to change the verbiage on field value and its hard to identify exactly where all this is impacted. Would be great if each field was uniquely identified when using the smart logic so that if the text changed it wouldn't impact the logic.
Currently an error is received if a Group Admin attempts to send a report with the rights of another user, which is the expected behavior. We have a use case where it would be helpful for Group Admins to send reports to a user under their management with the rights of the receiving user.
Description: Export functionality and new UI display is not currently visible for custom form object type of document. Why is this feature important to you: We have been notified of a new SEC requirement in which we will need to print a copy of the custom form and would like to be able to submit/present a clean document. How would you like the feature to work : The export feature should work just as currently available with all other custom form objects. Current Behaviour : The export feature is not currently available for the document object and thus would leave us with printing a copy of the web page.
Description - A notification or a report that can be sent daily, that alerts Target users if an edit has been made to a page that has a Target activity running, that has resulted in that activity no longer working/ showing correctly and an error message now exists within that activity.Why is this feature important to you - It will allow us to quickly and easily identify Target activities that have issues and resolve them swiftly. How would you like the feature to work - Either a notification or a daily email that is sent to a Target user, letting them know that there is an issue/ error message within a Target activity. The notification would list all of the Target activities and relevant experiences that currently have errosrs.Current Behaviour - Currently the only way to know if there is an issue with a Target activity caused by a page edit is to go into each experience in "edit" mode and check to see if there is an error message in each experience. This is time-consuming and the greater the number of Target activities that we have running, the more difficult and time-consuming this is to do. The result is that sometimes we'll have "broken" Target activities running and not know it.
In the New Experience, when you open up the Project Details, all of the custom forms are closed and only the titles are visible.You have to go through and click each of them to open them all. My company would like to have the option to have all of these open by default so you can see all the options in the custom forms without having to open them all.This was a feature in the Classic experienced since they were in a separate tab.
Pictures need to be saved on the computer, otherwise they can't be added to an update. It would be much quicker if screenshots that are copied into the clipboard could be pasted into an update without being saved on the computer, similar to pictures that are added to a request.
Filter stackingAllow the usage of more than one filter on a report just like you can do in the Workload Balancer.Instead of having 18 filters like:Assignment: Team A, Project Status: Active, Task Status: Active,Assignment: Team A, Project Status: Active, Task Status: Complete,Assignment: Team A, Project Status: Complete Task Status: CompleteAssignment: Team B, Project Status: Active, Task Status: ActiveAssignment: Team B, Project Status: Active, Task Status: CompleteAssignment: Team B, Project Status: Complete Task Status: CompleteAssignment: Team C, Project Status: Active, Task Status: Active,Assignment: Team C, Project Status: Active, Task Status: CompleteAssignment: Team C Project Status: Complete Task Status: CompleteAssignment: Team A and Team B, Project Status: Active, Task Status: Active,Assignment: Team A and Team B, Project Status: Active, Task Status: Complete,Assignment: Team A and Team B, Project Status: Complete Task Status: CompleteAssignment: Team A and Team C, Project Status: Active, Task Status: Active,Assignment: Team A and Team C, Project Status: Active, Task Status: Complete,Assignment: Team A and Team C, Project Status: Complete Task Status: CompleteAssignment: Team B and Team C, Project Status: Active, Task Status: Active,Assignment: Team B and Team C, Project Status: Active, Task Status: Complete,Assignment: Team B and Team C, Project Status: Complete Task Status: CompleteYou can have 7 filters and mix and match:Assignment: Team AAssignment: Team BAssignment: Team CProject Status: CompleteProject Status ActiveTask Status: ActiveTask Status: CompleteIn this simple example I cut 18 filters to 7. When you filter for more than 3 things and with more choices it compunds exponentially.
It would be great to create a date range which is relative to the Date Ranges selected in the Panel. Right now, I can only visualize a fixed date range for a previous reporting period. Example: I create a report with last week as previous comparing period. When I change the Date Ranges in the Panel (e.g. last quarter) it will still compare the whole last quarter with last week.
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