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We would like to have Real Time available in Workspace.
I noticed that if I use the regular search to look for a portion of a word or numbers that I do not get any results back. For example, if I have a Task that contains a number "00123456" in the Task Name, but I use "123456" in the regular search, it doesn't find my Task. Second example, If I have a Project that contains "Waterfall" in the name, but I use "fall" in the regular search, it doesn't find my Project.This applies to regular search in both Classic and New Experience. Advanced Search seems to handle portions of names, regular search should work the same as advanced search as most of our users will rely on regular search....they won't necessarily use the Advanced Search.
It would be great to be able to use more than the basic "Qualifying Period" triggers when sending email notifications. This would allow for greater flexibility when setting up these reminders.Our use case is: A team member submits an issue to record some data for record keeping purposesA custom form field is used to record a "in-market" date.An email reminder needs to be sent to the user who submitted the issue to remind them to ensure that their product is actually in-market and to update the issue with any relevant details.Triggers for the reminder notification would be:If $$TODAY is greater than the date specified in the Custom form field; ANDIf the Queue matches a specific ID; ANDThe issue is NOT completed.
When you create a Launch mobile property it only includes instructions for installing the AEP SDK for fully native Android and iOS applications. The ReactNative instructions are found in the Adobe documentation (see link below) but are not readily available in Launch and you must combine that code with the appropriate environment file ID from your Launch property as well. It would be nice if these ReactNative instructions were present under the Environments tab inside of Launch for all mobile properties, and were pre-populated with the environment file ID in a manner similar to how the fully native instructions are currently formatted. https://aep-sdks.gitbook.io/docs/getting-started/get-the-sdk - React Native Instructions
To evaluate the usage of Workfront by our departments, I would suggest a feature to allow Login Counts to be captured within a specific date range. Currently, I can only report on all time login counts per user. However, it would be good to see number of times users logged in within a certain date range (1 month, 3, month 6 month, etc) to evaluate recent usage.
Reply to Update SHOULD auto-tag original Update-poster.This issue is extremely frustrating for both myself and the entirety of WF users within my org. The issue is Re: Updates/comments...IF User-B is a recipient of the first Update/comment-message that was posted within WF by User-A who tagged User-B as a recipient (w/ or w/out other users included)... THEN User-A should be automatically tagged on User-B's reply to User-A's Update/comment-message (as well as any other users that User-A may have originally included).As it stands now, User-A is not automatically tagged on User-B's reply; to make matters worse, the only user who is automatically tagged in this reply from User-B is User-B. This is not intuitive.This introduces serious risk into our organization’s communication workflow as it effectively results in messages being sent without arriving at the intended recipient. This is causing critical communications to fall through the cracks. WF's reply system should reliably work. Clear communication - at speed - is vital to our business. When we have threads that include more than a handful of people it is not always possible for the person sending the reply to a Update/comment-message to validate, after they send their reply, that everyone that they intended to be on that Update/comment-message is actually on that Update/comment-message; we should be able to trust that a reply to a Update/comment-message/thread will include all of the pre-existing users on that Update/comment-message/thread including the user who started that Update/comment-message/thread.Please help?P.S. - A similar thread might have already been started by another user here on Idea Exchange, but the link that WF presents to me to view that thread appears to be broken or the thread no longer exists:Thread name: "When reply an update should notice the original comment poster."Thread URL: https://experience.workfront.com/experience/s/idea/0870z000000XhVHAA0/detail
Currently, to move hours from one task/project to another that are logged incorrectly the process is manual and time-consuming. There have been instances were hours were logged for the wrong week or against the wrong task/project by accident. Instead of being able to transfer the hours to the correct timesheet, I (system admin) had to re-open timesheets for others to re-log their time. Other programs have this functionality and it is crucial for larger organizations. I now have over 100+ hours that were logged in the incorrect place and will spend a significant amount of time correcting this manually.
In order to comply with GDPR we need an email opt-in checkbox on our LinkedIn Lead Gen Forms. Currently, Marketo is the only major marketing automation platform without this ability - Lead Gen Form Third-Party Integration – Troubleshooting | Marketing Solutions Help You can create a custom question but that places it at the top of the form and would have a default. Not a great experience. We want to be able to have in platform forms but still comply with GDPR email opt-in best practices. This works fine with Facebook Lead Ad forms. The only current solution is Zapier which introduces an unhealthy amount of work and maintenance.
To quickly assess the decision that has been made on a proof, the color of the "S | O | C | D" should change. Proofs that are approved should be green, approved with changes should be orange and changes required red. Currently, project managers and designers and/or editors have to go through a slew of email notifications and click directly in the proof to see the decision. When you manage teams across all brands at a company every second counts and a quick glance at what is approved would help deliverables be trafficked more efficiently.
Looking to remove 'All requests' from a view as it is not preferable to have a user be able to look into all other requests within the queue.
Currently: There is only a thumbnail view for viewing assets in folders. Proposed: Add a list view and other options for viewing assets in folders.With only a handful of assets this is not a problem, but when viewing 1,000's of files it becomes problematic as I have to scroll load all the thumbnails to get to the bottom. We have several folders with 1,000's of stock images and it can literally take me over an hour to scroll to the bottom of the page waiting for handfuls of asset thumbnails to load at a time. Which might raise another concern for how the thumbnails are being cached either on the server or browser level. Faster load times of assets would also be appreciated. Please add a list view for viewing assets.Text only list viewsmall/er thumbnail list view
Currently Expense items are not searchable in Workfront. This includes data in the Expense fields as well as data in Custom Forms / Custom Fields attached to the Expense Item. Proposed: Make Expenses Searchable, including expense item information as well as custom forms on Expenses.We are using Expenses extensively to track project expenses (vendor bills, expense reports, and Client Invoices) that are coming back into Workfront from Netsuite via Fusion. Being able to search vendor informations, costs, PO Numbers, etc, is highly useful and needed. Ideally this would work in general and advance search.Thanks!We can work around it with a report, but it is a different behavior for users that is not ideal and takes extra steps and requires prompted fields for each search item.
I would like to add some of the scorecard questions to a custom form so that when the request comes in and is converted to a project the scorecard can auto-populate the results based on the form data.
We need to be able to edit Currency on a project once work has begun. Currently, once currency is entered on a project and work has begun it isn't possible to edit. There are times when a user may enter the wrong currency or the currency changes. The only current option is to completely start over and this option won't allow you to bring over actual revenue previously recorded.
We have created a lot of workspace projects to date and we continue to build more and more. Having the ability to copy workspace visuals/freeforms from project to project would allow us to speed up our development and make our team more efficient. Similar to how Excel, it would great to add a 'right click' option to the visual header and see an option for 'duplicate visual in another project'once selected a list of projects could come up to be selected and then the user could select 'copy to top' or 'copy to bottom' of the existing project.Again, something like this would help reduce the 'rework' that occurs when trying to combine two separate projects as a story telling medium.here is an example.I created a project that summarizes the total number of server calls that come into the RS for the past 30 days.I created a separate project that tells me what % of total server calls had prop1 included. (I believe there is an excel audit tool that does something similar, I just built my own in workspace).the issue is the 2nd project doesn't have the visuals from the first, so I'm consistently trying to toggle between the too to reconcile & optimize my implementation. Yes, I could 'recreate' what I did in the previous project in the 2nd project, but why manually replicate something I've already created.Being able to copy visuals from one project and paste them in another would be extremely helpful.
It would be great to have integration between Marketo and Poll Daddy and/or Survey Monkey
This is a MUST have for any organisation that has individuals sending out Marketo emails from different time zones. Its pain enough if someone from the east coast has to always adhere to their corprorate PST timezone, but it is too much to ask for Global regions in EMEA, APAC, US, and ANZ to all adhere to just one time zone system wide. We need to have them be able to select time zone by user.
Feature Request: Subscribe to a Smart List in the same way we can subscribe to reports, receiving the report via email every night.
I would love to see a set of reports around the usage and performance of Sales Insight emails. This will allow me to have a dialogue with my sales team about which email templates are resonating with our market. Right now I can measure emails sent by marketing, but it would be nice to have an aggregate (and detail) report of how the Sales Insight templates are doing.
When you have many campaigns running, it can be difficult to know which emails will be delivered on what day. I'd like to see a calendar, like that in Outlook, showing which emails will go out at what time on each day.That will make it easier to avoid overlapping emails and spot gaps in communication.
When I import a list, I currently have to rename each column header to be exactly the same as my marketo field name. It would be nice if I could simply choose the field I want associated with each header if it is not recognized (similar to salesforce.com)
I think it would be good to have time stamp or properties info for each element on Marketo.For example, for each Smart List or List under Lead Database, it should have info about who created the list, when created, last updated, last updated by etc.This will give very good transparency for multiple users.This will definitely help!Sarat
We would like to have the option to send text-only emails as a blast, due to issues with deliverability with HTML, as well as to make an email look more authentically like a sales email. I'm aware that this would effect our ability to see opens in reporting, but it would still be good to have this option.
Currently if you want to change a Landing Page's template you have to clone the page, choose the new template, and approve it. This deletes all statistics for the page. It would be great if you could change the template without loosing all your data.
Currently in Marketo, if you use Column Chooser to add or remove columns to the current list, it does the same for all your lists.I'd like to be able to keep certain columns in certain lists, and other columns for other lists and save those settings.
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