In a custom form you have to wait for a save operation for a calculated field to calculate. However if the calculated field is in a list view the calculation happens immediately. I would like to see the calculated field calculate immediatley while in the custom form.
Hello,Currently if a comment is deleted on a Proof, it is not deleted from the Update Stream, which is causing confusion for some users. This functionality was a available previously. It would great if it would come back.thanksJennifer
Provide a toggle to adjust the UI between its current padded out appearance, and a more streamlined and information dense appearance. This is especially critical when trying to use kanban boards (on workfront i can fit 3 cards vertically. on trello i can fit 15 cards vertically. At the very least it would be nice to remove some of the unnecessary padding around the headings.
I like the ability to schedule repeat report deliveries! It would also be helpful if we could choose whether or not to have the system send reports when there are no results for a report. For example, I don't need to receive this emailed report telling me there are no new results: Also, it would be helpful if we didn't receive reports on holidays that are added to the system schedules. It just creates noise in our mailboxes. Thanks!
Hello, It would be SO beneficial for my current company and all companies I worked for in Workfront if there was an asset/deliverable/product object just like statuses/companies/priorities/etc. Overall, just like when you want to customize something like statuses it would be great to make your deliverables set objects that can be customized by group. The way I have also done this was more with custom fields, but with custom fields you lose the opportunity of attaching one object to another automatically. For example, it would be amazing if you can create a deliverable object and directly tie it to the template object. So, if I chose a template to use or a deliverable, it would automatically pull in the other. So if I check an Infographic as a deliverable object while creating project, it would automatically pull in an infographic template. This would also allow for some pretty slick reporting too! There's just so much more I didn't mention here that can be done if Deliverables were their own object.
System Setup: Integrated Proofs Description: There are technically two approval systems working simultaneously. A Workfront approval and a ProofHQ (Workfront Proof) approver. This looks like a unified system to the user, but does not function the same. The approval system has not been integrated. Additional Details The Workfront Approval system uses the Approval Area in document details, and the "Ask for approval" checkbox in the updates area (for any given document). The issue is, that the initial approval your user gives, sticks with that proof for the lifecycle of that proof. Our org. uses versions, and requires fresh approvals for each document version, so we re unable to use that approval system. Instead we use the ProofHQ approver system, the one that is set up when you go to documents > add a new proof.Again, in the system, they are virtually identical, and frequently co-located. There are subtle differences, but It has taken extensive training to ensure that we are using the "correct" approval system for our organization. For example, "We use Approvers not Approvals" and in the my work > approvals area; any proof that appears with big colored button UI, should be rejected and re uploaded correctly. Proposed solutions: - A quick fix would be to simply make certain UI features a different color. The Approval box in the document details areaThe Ask for approval checkbox in the updates area - A more involved fix would be to allow system admins to decide which approval system they will be using, either globally or for the proofs. Users Affected: Any org that uses Proofs, and multiple proof versions, and the Proof HQ workflow, and requires a fresh approval for each version.
It would be helpful if we have a field used on multiple custom forms to allow a default selection depending on what form the field is on.Currently, if you select a default selection on a field that selection is applied on every form that field is used on. I'm not requesting to remove that feature. I'm asking for another option to allow the selection to change based on the form the field is on.Example:We have a publication type field on multiple request forms. It would save users time if default selections could be made for this field based on the form because it is primarily used for reporting purposes.
Description -Why is this feature important to you - Recently face trouble where we have created a custom target mapping and set some namespace later client wants to change the namespace of this new target mapping. There was no option to do that. All you have to do is delete all linked deliveries first, delete target mapping , delete broadlog/trackinglog if created with new targetmapping. Once all this done then create new target mapping with new namespace(or any other changes)How would you like the feature to work - There is an option where when you select target mapping an right click ->Actions->Modify the options of the targeting dimensions but this options does not let you to change anything. If there is any chance where developer can do changes from this level ? Current Behaviour -There was no option right now to change namespace of custom target mapping using some wizard. All you have to do is delete all linked deliveries first, delete target mapping , delete broadlog/trackinglog if created with new target mapping. Once all this done then create new target mapping with new namespace(or any other changes)
Description - Simple but useful, enabling the loadLibrary() function into a delivery activity Why is this feature important to you - I have a JS code that is included in a JS library, I need to use some functions of that library within different delivery activities, so allowing the loadLibrary() function into the delivery activity avoids having to write the same code in each deliver (I have more than 100) over and over. How would you like the feature to work - with this allowed function I can reuse the JS library across multiple delivery activities. Current Behaviour - JS compilation Error, the loadLibrary function is not allowed.
Description -Ensure that the documentation is covered in the search index. Why is this feature important to you -I was trying to find details about how the Analytics Extension feature "Enable EU Compliance" worked, I searched on Experience League, and came across an old question that was answered with a snippet of documentation. I could not find the current documentation for the feature using magnifying glass search. Later on, Support gave me a link to the document.How would you like the feature to work -Have the search engine crawl the documentation content.Current Behaviour -
Need ability for Project Managers to delete their own comments without being able to delete others (Stakeholders, approvers, etc.). Often, Project Managers are pretasking with basic instructions and have to update those instructions when the work gets closer to when the resource needs to work on it.
The new timesheet layout has a lot of white space near the name of the projects/tasks, but then the actual place where hours are entered feels “smaller.” We are not able to adjust the column width ourselves. Can the product team tweak the timesheet layout to allow for more space? It would also be helpful if the column you've selected to enter time would highlight in some way. Lastly, it would be great if we could control whether or not we want to show the "Job Role" and "Hour Type" fields on timesheets. Since this information is defaulted for our users, they never need to change the information that is displayed there. Thank you!
Add a toggle or setting which allows users to switch between a monthly view of their timesheets or a weekly view like Workfront Classic had.
When building a custom form, if there is some sort of error in the build, the error message describes the conflict, but don't identify the fields causing the error. Please, please, please map the error to the field so we can correct the error.
The Enhanced Analytics area would be much more valuable if it had better filtering capability. For example, I want to be able to:Filter OUT any projects with project name containing a word, like 'admin'Filter OUT any project that doesn't include a custom form. It allows you to pull specific field answers from a custom form, but not just strip away or add in projects that have a specific custom form(s) included in the project in general. This would be a huge help.We need does not contain, is not blank, etc. like we have with report filters please!
Description - Within CJA, the Platform Dataset ID can be selected in Dimensions, but the not the Dataset Description Why is this feature important to you - Having the Dataset Description helps a lot for our Analysis instead of IDs. How would you like the feature to work - Display Platform Dataset Description within CJACurrent Behaviour - Only Platform Dataset ID is available in CJA Dimensions
n the new WF experience, on the Project Details section, can the default be set to collapsed for every project?
The new timesheet UI has lots of wasted white space, and for people that work on lots of projects, the amount of scrolling they have to do now is ridiculous. We only track time at the project level, not the task level, and it would be nice to only have 1 line per project to enter time on. With the grouping applied, it adds unnecessary noise to the timesheet and has the appearance of two duplicate lines per project.
We've run into a scenario where we need to include a wait step so that an alert isn't sent out prematurely after a specific triggered activity. In this case, the alert cannot be sent out until the boolean field has changed to "NO" in CRM and then synced back to Marketo as "FALSE".Today, there are three types of wait steps:DurationDateTokenI'm suggesting a fourth - called "Condition/Attribute". Which would allow a lead to wait until an attribute contains a specific value. It would look very similar to a "choice" within a flow step. For example:You might ask, why not just include this as a choice within the "send alert" flow step. The reason is if the choice isn't true, then the flow step will just be passed. Having it as a wait step will ensure the lead cannot progress in the flow until a specific condition is true.
When I am receiving an email from Workfront it shows from my name or the name of others submitting a request. I would like to see it appended prior to the name so it shows as Workfront: (Name). This would allow for easy sorting in my email to be able to see everything from Workfront at a glance or to be able to set a routing rule to move all Workfront requests to a folder.
Small change suggestion after 22.3 update.As a user, when I fill in the timesheet entry, once i click the 'comment' - comment window pops up and I want to be immediately able to type in it. Currently, when you click 'comment' and the small window coms up, the writing focus is not in the window. I have to click inside in order to start typing. Can the focus me in the window right away?
Hi Team - Could you please work on changing the names of tokens referred to as Lead Owner Email Address, Lead owner first Name, Lead Owner Last Name, etc., by default synced fields. As of now the name of the fields in the Admin Field Management section is by Sales Owner Email Address, Sales Owner First Name, Last Name, and Phone Number.The difference in names creates confusion about using them as tokens in the email personalization and if you are working on it, is there any time frame for that?
I need to be able to archive (or hide or make inactive) reports without deleting them. I want a period of time, before deletion, to archive them so I don't prematurely delete a report that someone my still be using. This gives users a little time to see if they need those archived reports.
Data stores are typically used as transient storage while a scenario runs.For some use cases, data stores act as a log - where success/error outcomes are recorded. It would be so helpful to be able to search a data store, and to export the visible result set.
Fusion has a "Run this module only" option. I'd love to see a "Run from here..." option that executes the module chain from the selected module. The challenge, in complex scenarios, will be ensuring that for the selected branch, all expected data points are present. "Run this module only" already checks for required input parameters. Since this is done interactively, every subsequent module would pop a similar dialog before being run; prepopulating existing parameters, and prompting the user to populate missing ones. This would be super helpful when editing complex scenarios, especially the event-triggered ones. In my case I wanted to add actions after an event triggered a large scenario to, in the end, create a new portfolio. I can't really test that path without triggering the full scenario.
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