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New Participant
March 13, 2018
Question

Idea Exchange Promotion

  • March 13, 2018
  • 286 replies
  • 34239 views
Hi everyone! I've collapsed down a list of ideas that we have upvoted within our internal team and would appreciate your support too! Managing Tasks/Approvals Prevent Task from Being Marked as Complete If Required Fields on Custom Form Attached to the Task Are Blank Routing Custom Forms for Approval or Print to PDF Link Proof and Task approvals Task getting auto-approved when a Proof or Document associated with the Task is approved Managing Proofs Proof reviewer / approver delegation by current reviewer / approver Add/Edit Automated Proof Workflow from Inside the Proof Viewer New Proof: Change default from basic to automated Automated Proofs: Add option to create automated proofs as default or expose to API UX/Other/Admin Ability to export Custom Forms "https://community.workfront.com/discussions/community-home/digestviewer/Ability%20to%20report%20on%20issues,%20tasks,%20and%20projects%20together%20in%20one%20report" Ability to report on issues, tasks, and projects together in one report Allow screenshots in updates/comments Ability to convert the field type to another field type Make Custom Forms Appear as Tabs Implement Quick Pins for Custom Forms for shortcuts to Layout Templates New Home: Bring back Recent Updates I want to be able to set a default View/Filter/Grouping from Layout Template Ability to move from Sandbox to Production Mandatory logging of time on task Out of Office auto replies to directed updates Populate empty profile pictures with user's initials James Hill
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286 replies

Doug_Den_Hoed__AtAppStore
New Participant
September 25, 2018
Hi Anthony, I did some R&D on this idea of trying to record the actual file name that was uploaded into Workfront. The way it works is: Drop SampleDoc01.txt into Workfront A Document Version (1) is created under the hood with a File Name in this format: 1_guid_SampleDoc01 Drag SampleDoc02.txt onto SampleDoc01.txt in Workfront Another Document Version (2) is created with a File Name such as 2_guid_SampleDoc01 etc. The punchline is that (as designed), there's nothing in Workfront that stores the name of the subsequent versions. So. In addition to your Idea Share request, two other manual options would be to: create a Document Custom Form with a custom text parameter called "Latest File Name" and copy/paste it in upon upload same idea, but simply copy/paste it in as a Note rather than a dedicated parameter I've added my R&D notes below (which I'd originally hoped would be the unique "real" file names), if you're interested. Regards, Doug In a Document Version Report, try these text mode concepts in the view: listsort=nested(document:currentVersion).val(ext) namekey=filetype.abbr querysort=document:currentVersion:ext textmode=true valuefield=document:currentVersion: documentTypeLabel valueformat=HTML listsort=nested(document:currentVersion).val(ext) namekey=filetype.abbr querysort=document:currentVersion:ext textmode=true valuefield=document:currentVersion: ext valueformat=HTML value expression ={document}.{currentVersion}.{ext} valueexpression= CONCAT({fileName},".", {document}.{currentVersion}.{ext} ) valueexpression= CONCAT(RIGHT({fileName},LEN({fileName})-(SEARCH({document}.{ID},{fileName})+LEN({document}. {ID}+1))),".",{document}.{currentVersion}.{ext}) displayname=Original File Name linkedname=direct namekey=fileName querysort=fileName textmode=true valueexpression=CONCAT(RIGHT({fileName},LEN({fileName})-(SEARCH({document}.{ID},{fileName})+LEN({document}. {ID}+1))),".",{document}.{currentVersion}.{ext}) valueformat=HTML Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads
New Participant
September 24, 2018
I don't know if this has been posted here (and even if it has, PLEASE vote for it), but here's one my organization sorely needs: we need our file versions to retain their file names. Our docs route through various departments, so when we have a version control issue, its impossible to figure out what file was uploaded when because they're all named the same thing, basically. Thanks! "https://support.workfront.com/hc/en-us/community/posts/360009342173-Allow-Stacked-Documents-Retain-Unique-Version-Name" https://support.workfront.com/hc/en-us/community/posts/360009342173-Allow-Stacked-Documents-Retain-Unique-Version-Name Anthony Pernice Healthcare Consultancy Group
New Participant
September 24, 2018
This peep has voted Vic Alejandro, PMP, CSM | Senior IT Project Manager Denver Water | t: 303-628-7262 | c: 303-319-6473 Http://www.denverwater.org Sent via mobile phone
New Participant
September 24, 2018
MoniqueEvans
New Participant
September 24, 2018
I came across this awesome idea that I think most of you would appreciate as well. At the moment you can only control if hours are logged to completed projects but the idea is to also control if you can log time to a completed task. I personally would not have this featured turned on as my users typically will have a few outstanding timesheets that need to be closed out, but I could see how more stringent instances could benefit from this. "https://support.workfront.com/hc/en-us/community/posts/115002482508-Give-PMs-ability-to-prevent-users-from-Logging-Time-to-Completed-Tasks" Give PMs ability to prevent users from Logging Time to Completed Tasks Monique Evans Stanley Black & Decker, Inc.
New Participant
September 10, 2018
This one may have made the rounds before, but its something I know my company desperately needs: when you upload a new version of a file, the name that appears in Workfront should MATCH the latest file name. I found two entries for this, one of which has 31 votes- let's get this one over the line, PLEASE! 31 Votes: "https://support.workfront.com/hc/en-us/community/posts/115000276574-Latest-document-name-to-show-when-versioning-documents" https://support.workfront.com/hc/en-us/community/posts/115000276574-Latest-document-name-to-show-when-versioning-documents 11 Votes: "https://support.workfront.com/hc/en-us/community/posts/115004027653-Proofing-see-native-file-name-in-the-each-version" https://support.workfront.com/hc/en-us/community/posts/115004027653-Proofing-see-native-file-name-in-the-each-version Anthony Pernice Healthcare Consultancy Group
New Participant
September 6, 2018
Here's a pretty basic layout change we'd like to see on the "Indent" and "Outdent" buttons when viewing a task list. We propose that Workfront swap their positions on the page to better match common layout's e.g. MS Word "https://support.workfront.com/hc/en-us/community/posts/360015917714-Reverse-Indent-and-Outdent-Button-Positions">https://support.workfront.com/hc/en-us/community/posts/360015917714-Reverse-Indent-and-Outdent-Button-Positions Thanks All! Satchell Mische-Richter Quality Bicycle Products
DavidBray-LeapPoint
New Participant
August 29, 2018
I created an Idea Exchange post about adding Quarterly and Year view to the Calendar Reports. Please upvote! "https://support.workfront.com/hc/en-us/community/posts/360015917413-Calendars-in-Quarters-and-Year-too">https://support.workfront.com/hc/en-us/community/posts/360015917413-Calendars-in-Quarters-and-Year-too David Bray LeapPoint
Heather_Kulbacki
New Participant
August 23, 2018
Would love to see a few more votes on these, they're each up to 36 votes "https://support.workfront.com/hc/en-us/community/posts/115003983433-Rich-Text-fields-in-Custom-Forms">Rich Text Fields in Custom Forms "https://support.workfront.com/hc/en-us/community/posts/115001892508-Rich-Text-Options-Everywhere-Not-Just-Updates">Rich Text Options Everywhere Heather Slater Thermo Fisher Scientific Inc.
New Participant
August 21, 2018
Here's a pair of ideas around the "Convert to Project" selector. The selector is small, and it would be helpful to be able to see more than just 5 templates in the selector. CONVERT TO PROJECT WINDOW - TEMPLATE ORGANIZATION https://support.workfront.com/hc/en-us/community/posts/115003523494-Convert-To-Project-Window-Template-Organization CONVERT TO PROJECT: SHOW MORE TEMPLATES IN SELECT SCREEN https://support.workfront.com/hc/en-us/community/posts/360015150174-Convert-to-Project-Show-More-Templates-in-Select-Screen Vincent Goodwin The Capital Group Companies