Workfront

I have created a project template and views/filters within that Template, however, when I “create project from template” and select the template I don’t see that filter/view pop up at the project level and have to create it again. What is the purpose of creating Views/Filters within Template level if it cannot be defaulting in Projects? Am I misunderstanding or misconfiguring this feature? Would love some insight

New calendar views went into affect and it is negatively impacting users.  See user's description below.  Is there a toggle switch to revert to old calendar views?  Older documentation also mentions the ability to view the calendar full screen and remove weekends from view.  Those options have also disappeared.User report:It is not showing more than three emails [items] on any given day. I need to be able to quickly see everything that is scheduled for a day when I present it to my team. Right now I can’t show that to them.I can no longer just click on the date to add the emails I need to send – having to click the add button for each email is going to disrupt the process of making sure everything gets planned in an easy way.The font size feels smaller and harder to read. I get that it shows more of the name of the task, but I’d prefer a bigger font due to all the words.Is anyone else hearing negative reports from users?  

Hi, hopefully this hasn't been answered recently, I searched but only found old questions that seem out of date. I have a custom form that I am using a typeahead field to pull up some user information.In my calculated fields, it seems to work perfectly if the field is native to workfront, but it says it is an invalid expression for custom fields.So {DE:IC Name}.{phoneNumber}displays a phone numberbut {DE:IC Name}.{DE:Employee ID}comes back as an invalid expression. Any idea how I can display these custom user fields?

Hello, is it possible to make a report or a column in users -view that could show me a users approval count for example this month? I saw it in a demo but nobody got back to me regarding this. I have a screenshot of the column.

We are currently using automated proofs for a project.  There are approximately 60 proofs in this project.  It is set up in 2 stages (Stakeholder review-).  Stage 2 goes to our Agency for edits.  Wondering if a Basic Proof workflow would make more sense. What are best practices for using Basic Proof and using Automated Proof 

Is there a way to add timesheets to an individual users experience w/o additing it thru the layout template?Right now we have timesheets turned off for users except certain ones. Those ones that have it we created a layout template for them and added it that way. However the person i want to add a timesheet to currently has to stay with a different layout template, i don't want to switch them over.Is there a way i can add the timesheets w/o going thru the layout template.

Hi Community,can anyone please advise me if / how I can use the Workfront API to create a record in WF and attach multiple custom forms to that simultaneously, at creation time? It's straightforward to create a record with 1 CF attached, for example, to create a Program:POST to the /PRGM end point.Body: {"name":"Foo", "portfolioID":"<portfolioID>", "categoryID":"<ID of Custom form to attach>"}Is there a way to attach multiple custom forms? I assume the API supports that, because the recently added new "Create record" Workfront Module in Fusion allows us to do that.But I can't figure out how to do it. Appreciate any help with this.Thank you,Tibor

We are trying to track changes made on a request form that has around 120 custom fields. Instead of adding them all to the "Update feeds" list, we want to see if there is an alternative. Maybe using custom calculated fields or text mode. Any suggestions?

Hi,I have a custom radio button field and I want to create a calculated field that tracks the last time and the user who made changes to that field. I was already able to create a calculated field that tracks the last time and the value changes in the field. Thanks to this post - https://experienceleaguecommunities.adobe.com/t5/workfront-questions/custom-field-track-latest-date-time-amp-user-to-bring-into/m-p/590359#M53328 Here is the current code for the calculated field that I managed to build:LEFT(    IF(        LEFT({DE:Decision History - Initial Review}, LEN(IF(ISBLANK({DE:Assessment 1 - Initial Review}), "-", {DE:Assessment 1 - Initial Review}))) = {DE:Assessment 1 - Initial Review},        {DE:Decision History - Initial Review},        CONCAT(            IF(ISBLANK({DE:Assessment 1 - Initial Review}), "-", {DE:Assessment 1 - Initial Review}),        &

In this Issue:   View our Adobe Summit compilation  The Workfront User Group Program is live Watch our new video series on using Groups vs. Teams Register for our free upcoming Workfront events  And much more!  What’s new in Adobe Workfront?  Adobe Workfront Q2 25 Release: New enhancements to custom forms logic, desktop proofing viewer, proofs in the Workfront mobile app, and more. For an in-depth description of all release notes, please click the individual categories below:  Administrator Enhancements: Improvements to custom forms logic and expressions added to calculated custom fields. Document Management Enhancements: Updates to the Desktop Proofing viewer and editing multiple documents at once in a document report.  Mobile Enhancements: Enhancements to proofs in the iOS mobile app. Project Enhancements: Improvements to project comments when editing in the 'Edit Project' box Reporting Enhancements: Updates to document approval and decisi

I've received a handful of questions around identifying custom forms / custom fields that aren't being used, so I thought I'd share the text mode you can use to help with cleanup efforts.EXAMPLE #1: Which custom forms are no longer used? Can they be deactivated, or if never used, deleted? Custom Form report​Show any project custom form that is not attached to a template and is not attached to a project created in the past year​​Can be modified to work for tasks, issues, etc.​Can be modified for different time framesIMPORTANT: If a custom form is deleted, all historical data with that form is also deleted.  EXISTS:A:$$EXISTSMOD=NOTEXISTS EXISTS:A:$$OBJCODE=PROJ EXISTS:A:entryDate=$$TODAY-1y EXISTS:A:entryDate_Mod=gt EXISTS:A:objectCategories:categoryID=FIELD:ID EXISTS:A:objectCategories:categoryID_Mod=cicontains EXISTS:B:$$EXISTSMOD=NOTEXISTS EXISTS:B:$$OBJCODE=TMPL EXISTS:B:objectCategories:categoryID=FIELD:ID EXISTS:B:objectCategories:

I wanted to see if anyone has had this issue of Job Roles showing blank boxes for Currency/Override Currency and Cost Per Hour/Cost Per Hour Override when they upload through a Kickstart (or just in general).  I am able to view the information that I entered when I add it to my Job Role View (under Setup) but when I click into the Job Role it is blank. And when I add the Job Role details as a filter to a report it pulls no data through. Tested by manually updating a Job Roles details and I then got a result. Added an image for reference.  I have a ticket into Support, but wanted to see if anyone has run into this and found a solve. Thanks! 

Hi Workfront Friends! I'm looking for some text mode assistance. We have a series of projects, all of which contain a task for "Initial Launch". When viewing a report of all of these projects, I would love to be able to have a column with the Planned Start Date of the "Initial Launch" task for each one of these projects. Any suggestions?

Conditional formatting allows you to customize how information displays on a report. You can make information stand out by making the text bold or highlighting a field. You can use conditional formatting for a variety of things-for example, making a task appear in red when the progress status is late or highlighting in gray all of the project planned completion dates that fall in the current quarter. This week we discuss how to use conditional formatting, using the example of comparing dates. Learn more, here! ------------------------------ Kara Trapp Manager, Modern Work Enablement - Customer Programs Workfront ------------------------------

Thank you all for joining today’s Customer Success Workshop, Using Workfront Reports to Guide Your Spring Cleanup Efforts. While cleanup is not a one-and-done activity, hopefully this session provided you with actionable recommendations to get started or formalize a process to ensure it gets done!  If you weren't able to attend live, no worries - watch the on-demand recording and download the slide deck below: Slide Deck PDF Workshop RecordingAnd here's a quick summary of what was shared in case you only want the highlights:Cleanup is critical for simplicity, compliance, performance and scalability Best practices for system cleanup - limiting the number of users who have access to create objects, turn off settings so that users can't create projects without a template or copy projects, form a governance group to meet and discuss things like naming conventions, policies around archiving or deleting work, and moreAreas to cleanup with example reports - projects, tasks