Workfront

Hosted in partnership with Tia Calvert and Matt Lien of Mayo Clinic, this session provided an inside look at 6 different use cases for how Mayo Clinic is transforming the way they work:  The request-to-project conversion automation reduces manual work by automatically applying templates and updating task details based on form entries Internal chargeback automation connects Workfront to Oracle through Fusion, automating expense transfers between departments with 80+ required fields Excel file processing automation creates Workfront issues from shared drive files, handling 3-300 daily error records and routing them to appropriate teams Workfront to ServiceNow integration enables seamless ticket creation and bidirectional updates between systems while keeping teams in their preferred platforms Project naming automation ensures consistency by automatically formatting names with program information and current year Login notification system monitors license usage and alerts busi

Thank you to everyone who joined us for Tricks and Treats in Workfront! 👻This session was all about clever tips, time-saving tricks, and real-world examples to make reporting and dashboards a little sweeter. 🍬 We were thrilled to have Workfront Champions Denver Lemont and Nuria Munguia as our guest speakers, sharing practical insights and creative solutions to help users get the most out of Adobe Workfront.We had a fantastic turnout with 36 registrations and 23 check-ins, and the discussion was full of useful ideas for both new and experienced Workfront users.If you were not able to attend, the presentation deck is attached, and the recording will be available soon on the Workfront User Group YouTube Channel. Stay tuned for our next Ohio Chapter event, coming soon!👉 Be sure to join the Ohio Chapter to receive updates and invitations to future sessions. And don’t miss the next Mega WUG event, “Winter Wonderland” on December 11, 12–1 p.m. EST!❄&#6

I have a task report where I am trying to capture approvals made by certain teams.   I have the view set to task>approvers, and this displays the info I want.  The issue is when trying to filter on TASK > approvers, there is not that option.    Can I accomplish this with TEXT mode or is there a better field to reference when wanting to filter approvals by team involved?

The Show Allocation button no longer stays selected from session to session or after page refresh like it did in the past. Another in the long list of settings and UI changes that Adobe got wrong for Workfront. Adobe's AI showed me this answer, which is BS:"In recent updates, Workfront has modified how certain UI preferences are stored. The “Show Allocation” button state is now reset to its default (unselected) state when you log out or refresh the page. This change was implemented to ensure consistency across different devices and browsers. To work around this:You’ll need to re-select the “Show Allocation” button each time you log in or refresh the page.Consider bookmarking the page with the allocation view already active, if you frequently use this view."Note, the second suggested work around of Bookmarking or Pinning does not actually save the allocation setting as selected. If the “Show Allocation” button state is needing to be set as a default, then it should defaul

Hello! I have a user that accesses a report to assign work to his design team. The report has several projects and a column where he types starts to type the designer's name, the designer can be selected, and the team can access the report to see what projects they need to work on. Today, he's been unable to type anything for a couple of projects and I can't figure out why. I've added two screenshots, one shows a selected project with a small box in the Approval Assignments column visible where he can type a name. The other screenshot shows a different project highlighted where the box to enter a name isn't visible since he's unable to type anything. Other users, myself included, are not having any issues typing names in that column on any of the projects. Any ideas on what's going on? Thanks! 

I have several projects showing up on my people's task lists as late, but are not scheduled to begin for several weeks. This project is showing up in my "At Risk" report as well. WHY?!?! 

We have a type of project which has a couple of tasks that require extended long days. Is it possible to add a schedule to a task? I have looked if I can add to the template task and it is not obvious, but wondered if anyone has been able to do this?Thanks

In reviewing the Q4 Update documentation, I came across the new look for requests in preview. I can still see the old request page, but there is an option to "Use New Experience." The new requests page removes the option to change the Requests page layout. We have a Requests management report for users to track their requests that is very customized to our workflows. The new Requests page doesn't really meet our workflow needs and will seem confusing to our users.From the documentation, new Requests seems to only be available for unified experience instances after the Q4 update. Our production instance is not on unified experience, but our non-productions instances are on unified experience. We don't have Planning now, but the documentation relates that the Request page change is an attempt to bring Workfront Planning and Workfront Requests together.Will the new Requests page be mandatory at some point? Will the "Use New Experience" option be available to my non-unified experience prod

Hello all,  Does anyone know if is possible to add custom field to the Standard Layout Template' in the place highlighted on the screenshot below:   I tried to search field but this field is not listed.  Thanks, Mariola

I'm trying to recover a deleted proof. From what I have read I should be able to recover it from the trash can. However, there is no trash canon the left hand side like all the instructions state. Were was it moved in the latest update? 

I have seen many articles in EL on accessing Proof from the main menu and/or how to go to setting to configure BUT none of that is available and not sure if the documentation is outdated.   How do I add Proof to the main menu?How do I access the setting in WF?As nothing is in the layout template to add and nothing under settings for Proof? ThanksDavid

As implementer or Workfront admin, have might have come across an ask that that you just can't realize in core Workfront. For example, you can't display the Documents of all child projects at the Program level (you see the files attached to the specific program). Sometimes WF Reporting just doesn't offer what you'd need.  Here's a way to leverage Fusion to create an external page that can be accessed in a WF custom dashboard. With this approach you could implement the "impossible" asks. [Apologies in advance: This will feel like web tech from ~2000]  This is not something I invented - and it was the examples I saw from my colleagues at IBM iX that got me thinking. There were a handful of cases where I wanted a tool that pulled data from the Workfront API and presented it to me visually instead of just the raw API output. After tinkering with this I ended up with an approach I keep coming back to. It emulates what an app server might do (receive a request, look up some da

Hello, I'm trying to figure out how I can delete all of a project folder's content using the Workfront REST API. Currently with endpoint https://SUBDOMAIN/attask/api/v20.0/docfdr/${folderID}?force=trueusing DELETE method, the default behavior is to delete the folder but keep the contents, which get moved to the project/root level. However, I'd like all contents in a folder to be deleted. I was under the impression this is what force=true would do, but it seems not to be the case. Is there a way to do this in the WF API? I've been looking around to no avail. Thanks in advance!

This blog is part of a Community Walkthrough series for old Workfront One Community members. Please see the directory below to navigate to other topics in this walkthrough guide: Welcome to the Workfront Experience League CommunityHow to Navigate the Experience League CommunityLogging into the Community for the first time as a new or existing Workfront Experience League Community memberHow to Access Workfront Experience League Events, Documentation, and Learning PagesSubmitting Ideas to the Workfront Innovation Lab on Experience LeagueSetting up your Email Digest in the Workfront Experience League CommunityLogging into the Workfront Experience League Community after Username RegistrationHow to Redirect Old Workfront One Community URLsEarn and Showcase your Accomplishments with GamificationHow to Submit a Support Ticket on Experience League   *Updated in January 2025   The process for submitting Workfront support tickets is now directly integrated with the Experience Leag

I'm creating timeline views in Workfront planning and realized there is no option to show events based on singular dates. It always asks for a start and end date. I want to show events based on one date and create a deployment timeline. Does anyone have any suggestions on how we can get around this limitation

I recently used WF Data connect and setup a reader account on Snowflake. We are making an API call to the snowflake tables to get Custom project data. The problem we are facing is that the changes we do on custom form dropdown options do net get retroactively updated on the snowflake table.  For e.g. on the project level, there is a Custom dropdown field "Region" with the following dropdown options - "APAC" , "EMEA", "Americas"Let's say we changed the option "APAC" to "APAC and NZ". In Workfront, this will mean that all the projects with the option "APAC" selected will update to "APAC and NZ" automatically.However, the snowflake table does not consider this change and reflects "APAC" for any projects where this field was filled prior to the change. Am I missing something? - Rowvill

I would be curious to hear everyone's journey on setting up an effective Workfront Planning workspace(s) and record types for their specific use case. Type in :Use case - Basically why and how are you using Workfront Planning.Limitations - What are some limitations of Workfront Planning that are causing heartburn.