When I create a folder in a task for documents, when it rolls up to the project level, it doesn't bring the folder with it. It just throws the documents in a list. Is there a way to do this?
The idea of the feature is to give Project Owners the ability to say that the approval for an item has been overridden. I know this would need to be a toggleable option by instance (at least) as it wouldn't work for everybody. We use approvals mostly for QA.Workfront is also our product fulfillment program, so we need to be able to complete projects as soon as the necessary work has been done. Sometimes approvals stick around for a bit, despite the work being good.We frequently come across situations where a project owner is having to get around approvals in order to complete their projects. Right now they have to move the object to a non-pending status, delete the approval, and then change the status of the item back. Since project owners already have th eability to do this, it seems silly that we can't have a simple override to prevent confusion when looking back at logs.
Currently, users are frustrated they have to share proofs with others at the time of proof generation when they expected the proof to automatically inherit the sharing settings at the project level. If the project is shared with certain users, then all documents and proofs associated with that project should also have similar default sharing settings/permissions.
The purpose of this idea is to gather all requirements for the next level of program token management. Here they are :New types of tokens required :URL token types () so that managing URLs for CTAs no longer requires a 1 page how-to guideImage / File token types, so that updating a image in a email or LP can be done easily without error ()Form tokens types to enable changing the form in an LP without editing the LP. See List and smart list tokens ()Formula tokens ()All tokens providing program information, tags etc... ()Multi line text tokens (not rich text, but just multi-line)List of values tokens ( Thx @Andrew Sielen)Select field tokens, so that the standard user cloning programs has the possibility to choose values within a limited list (in conjunction with limited rights, see below). See , thx @Robb BarrettColor picker tokens (), which settings could be restricted to a limited set of values.Program level or campaign level UTM tokens that would be automatically appended to emails linksPURL tokens (see )Asset (email, Landing page) tokens, that would provide the asset name, the asset ID, the asset template (see )Tokens that could store value lists to be used in forms 2.0 select field values (see )User/sender tokens should also be available for MSI emails: (Thx Josh Hampleman ), (Thx @Aqeel Akbar) and Change the Date Token to a DateTime. When used for a webinar it'd be nice to be able to put in the time of the webinar, not just the date, so that we could use the token on reg page.Have a Time Token that automatically parsed it into local timezones. If I set the token for 12:00 CST it'd be nice if it showed up as 1:00 EST on the landing page, based on their locale.Tokens to set CRM users that could be used in lead assignment flow steps. See Furthermore, we should be able to access campaign/program member values as tokens, including SFDC custom fields on the campaign member object (see )We should also be able to access all SFDC campaign fields as tokens in Marketo programs. See , , , and this one and this one: .Of course, all these would be used in flow steps (such as change data values, interesting moments, SFDC task creation, etc...) and in assetsToken management also needs some significant improvement :We should be able to know easily where a token is used (see , thx 54930 and , thx @Jordan LundToken name change should be propagated to where they are used (see , thx @Boris Kiperas)We should be able to nest tokens (, thx 77896c23b3a73646ac738677aabf9c4454ddc324 and , thx 3f4b511b1ff3aa191ec9a659bd8f25e857df9b7e)Token definition should be separated from token value entry. We should be able to control who can create / delete tokens or edit token names or settings (see ) and it should also be possible to control who has the right to edit token values.Cloning tokens should be easy (see , thx @Cecile Maindron) and moving them should be done without having to recreate them (see )It should be possible to override token values down to each asset (see , thx @Alan Brown)We also would need to have the token inheritance to be brought to full power with root folder tokens (see )It would be welcome if the tokens could be ordered in programs or folders to make them easier to manage. See Ability to create validation rules on token, to ensure correct entries (Thx @Robb Barrett)Token input should be submitted to some validation. See It should be possible to append some help text to tokens. See Finally, token usage should also be strengthened :"My tokens" could be used as default values for field tokens (see )My Tokens to be used to be default values for forms 2.0 fields, including hidden ones (Thx 14675) see here More token drop lists everywhere tokens can be used.Using local tokens in forms 2.0 (Thx @Dan Stevens). Great one It should be possible to use tokens in filter and trigger parameters and constraints. See (Thx Jeff Shearer) and more globally in all smart lists in smart campaigns. See (Thx @Dan Stevens)UTM tokens should automatically be appended to all email links. see It should be possible to update {{my.token}} values from within a smart campaign. See Use of tokens to populate form field list of values ()Program, lead and company tokens should render in MSI. See (Thx @Alex Stanton)All these improvements, combined, would lead Program + tokens technology to a unmatched productivity tools for marketers in small to very large teams.-Greg
I would like a project that is converted from an issue (request) to have the option to inherit the sharing permissions of that issue. Currently, you can select in Tasks & Issues preferences "Allow Primary Contact to have access to the project" but not the issue assignee to have access to the project. There is an extra step (and user training) involved to convert the issue to the project, and then share the project to the same person/team assigned to the issue. Workfront Support advised to set up sharing in the project template itself, however, this will not work in my use case as we use one project template from many requests that get routed to different assignees.
Currently when a report is exported with a filter, it exports correctly. However, when the report is generated via the Send Report action, it only sends the report default data. This request it to allow the user to apply a report filter on the report before it is sent.
It would be awesome if Workfront were to include a one for one list that included both the EVENT by name and the USER NOTIFICATION by name. It would be simple to just add a column to the already existing https://one.workfront.com/s/article/System-level-event-notifications-918243610 visual so that it also includes the Name of the corrisponding notification from the USER's perspective. As it is now ... it's like learning a language and they've only given us the English dictionary. We need the English to Spanish dictionary to understand the full picture for the 95+ email notification settings.
Currently, when a user marks a task as done with my part, the percent complete doesn't get updated. Require the user to update the percent complete based on the work completed.
In the user notification settings (under "Information about Projects I Sponsor"), I would like to see an option to "Automatically subscribe to projects I sponsor." Many of our users take the extra step of manually subscribing to each project they sponsor to ensure they do not miss updates. It would be ideal to automate this process by turning on a single setting in their user profile.
It would be really helpful to see totals in charts. eg: if its a bar chart last column would be totals. makes it very user-friendly.
Planned Hours & Logged Hours are important fields for team members. Currently, the easiest place for a team member to see how many hours they have been assigned and have logged is on the Calendar view on their home screen.We don't really use the Calendar views functions (to personally schedule work) and instead spend most of our time looking at the Work List. With this in mind, we would like to see Workfront show the Planned & Logged Hours on the Work List as they are currently shown on the Calendar view. That is inside the left hand side task list underneath the task name at the same level as the details box.We have attempted to show these as custom fields on the Work List view, however, it isn't possible to show just that assigned users hours. Custom fields can only be populated with the main assignee or the total hours assigned.So in short, please add Planned & Logged hours for the individual assignee to the Work List view.
I have seen some related ideas, though not this exactly.It would be nice to be able to include Teams or individuals for request notifications based on form selections.For example, if there was a selection list for 1) IT, 2) Creative, 3) Legal and I selected the IT and Legal boxes, then the Creative team would not be notified.
Allow the user to sort search results by the fields displayed. ie. Project search - Planned Completion Field
I really would like static lists to be sharable across workspaces, similar as smart lists, snippets, templates etc. are shared.
Hi,I think it would be really useful to be able to filter hour types on the Utilization reporting tool. For example, we track both billable and non-billable hour types in our WF instance. If we could filter out all non-billable projects from planned hours and all hour hours logged as non-billable from the actual hours that would be super helpful.Thanks!
Hi all, Unless I'm not doing it correctly, I don't see a way to be able to filter your data by event / calculated metric values. I'm having a problem that I'm having to take outside of adobe right now but I feel could work in workspace if this was possible. Example: I have a list terms that I want to filter out by a particular benchmark or average value so I only see terms that are performing worse than the benchmark given. If I could apply a filter where "event x < benchmark" but at a total view and not a hit / visit / UV level. This would then only show the relevant rows of data where someone could come in and easily action. I know you can do workarounds using calculated metrics to give a certain view but doesn't provide the view that I'd share to business users, which needs to be simple to use. ThanksMatthew
For webinars and events, or any other gated content, we're creating landing pages that we wish to "expire" after the time of event. For that matter, after an event or a webinar, we need to keep in mind to redirect the URL of the landing page to our website general events / webinars pages. It would be great if there would be a way to schedule the redirection in advance, to choose date and time in order for the redirection to be automatic and that way we don't have to wait for after the event and do it manually, plus, avoid forgetting doing it. Surely it's an easy task for Adobe developers.
Proposing all task level custom form fields that are set to required be completed before closing a task where the custom form is attached. When certain information specific to a task to being captured through a custom form, it would be nice to prevent that task from closing until all required fields on the custom field are completed.
It would be great if we can have the ability to report open risks per project or portfolio in a graph format instead of the current lengthy detailed report option.
In New Experience if you minimize the menu on the left hand side where you have all your dashboards, reports, etc. all items of the same type have exactly the same icon which makes the indistinguishable. this is really bad UI/UX. This could be solved by allowing to setup custom icons, for any given report, dashbaord etc
A project for instance "NPI - FD REF Recessed handle + black glass AU NZ UK" we have a lot of approval processes linked to tasks.For instance Task 32. has an approval process. Although due to the Trigger being on New, the approval process is already active.But the project in in Planning. So should that not enable the approval process to stop or to edit the approval process?In other words can we not setup a project and test the approval process steps then change the project to current where the approvals are then active?The workaround is to go back and fix all the task dependencies to off and then complete the tasks and then revoke/recall the task in hands approval.
It's really great that Marketo has durable unsubscribe, and my team would love it if you also had durable email invalid. We would love to be able to clean email invalids out of our Marketo instance, and know that we'd never email those folks again, even if they somehow got re-imported. (We have some teams that are more experienced with list imports and salesforce syncs than others). Would it be possible to apply the same "durable" functionality to email invalid as is in place for unsubscribe? Thank you!
There are two main issues for me with the GTW plugin:It does not pull in Attended OnDemand status info from GTW. We make our past webinars available on our website, and I'd like to capture stats from that in the original webinar to show a more complete ROI on the webinar.It does not support Series and Sequence creation types from GTW. This caused a real problem recently. Not knowing this was not supported, I created a Series webinar (one webinar, 3 dates, bc when the webinar content is the same, that's substantially easier in GTW). I then created my events in marketo, and lo and behold, each date instance showed up in my list, implying that connecting to that webinar date would, in fact, populate my registered, attended, etc status field as the plugin does for single webinars. I happily created my reg forms, again thinking it would all connect up as usual. Not so much. I had to go MANUALLY transfer registered folks from Marketo to GTW (and no, I could not just re-create the webinars as singletons bc my sales team cleverly found the GTW reg page and sent that to some customers so I had registrants in the GTW webinars - which I had to manually transfer back into Marketo), then after the webinars, manually update the attendee statuses. This should be an easy fix if the connector is set up as I suspect it is based on this behavior: Instead of keying on only the Event Login field (which is the same for all webinars in a series or sequence), key on either the Event Number (unique to each instance of the webinar) or a combination of these two fields.
I think it would be an amazing quality of life feature to add the ability to tag different deliveries and campaigns. Currently, the intergration with Adobe Analytics relies far too heavily on the establishment of naming conventions and it is difficult to adhere to a particular naming convention among multiple teams and team members across a large organisation. Having tagging and enabling functionality to allow segments in dashboards to be created based on these tags rather than strict naming conventions in a delivery label would make reporting much easier as well as general searching for marketing activities within Adobe Campaign itself. We could tag by product, tag by audience, age group etc and this would provide a far more holistic solution for Adobe Campaign and its integration with Adobe Analytics.
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