AD0-E908 Adobe Workfront Core Developer Professional Questions and Answers

The Workfront for Outlook integration enhances user experience in the following ways:

Updating Projects, Tasks, or Issues: Users can directly update existing Workfront items (projects, tasks, or issues) with information from an email. This seamless integration ensures that relevant email content is efficiently transferred into Workfront without needing to switch between applications.

Creating Workfront Requests: Users can create new Workfront requests based on emails received in Outlook. This functionality streamlines the request submission process, allowing users to quickly generate requests from their email content.

References

Workfront integration documentation with Outlook explains these features and how they improve user productivity by integrating email and project management workflows​​​​.

Request queues in Adobe Workfront are particularly useful for managing the intake of work requests into a department. By setting up a request queue, a team can standardize the process for receiving, evaluating, and assigning incoming requests. This helps in ensuring that all requests are handled consistently and efficiently, prioritizing and delegating work based on the team’s capacity and current workload.

References

The usage of request queues for managing work intake is a common practice outlined in Workfront training materials and is emphasized in several case studies and user guides provided by Adobe​​​​.

Objective: Assign the appropriate access level to an outside vendor who needs to review and approve documents in Workfront Proof.

Access Level:

External User: This access level is designed for external collaborators who need limited access to review and approve documents without full access to all internal resources.

Explanation: External User access provides the necessary permissions for vendors to interact with Workfront Proof while maintaining security and limiting access.

Project status and timesheets:

For tasks to appear on a timesheet, the project status must be set to "Current." If the project status is anything other than Current (e.g., Planning, Complete, or On Hold), tasks from that project will not automatically populate the timesheet.

To export all calculated custom fields and associated custom expressions to an Excel file, the system administrator should:

Create a Parameter Report: Generate a parameter report within Workfront, filtering it to include only those parameters where the type is "Calculated."

Export to Excel: Once the report is generated, it can be exported to Excel. This method provides a comprehensive list of all calculated custom fields and their expressions, which can then be used to create a data dictionary.

References

Workfront documentation on creating and exporting parameter reports includes instructions on filtering by parameter type and exporting data to Excel​​​​.

Objective: Ensure users have access to use a new project template and the projects created from it.

Configuration Steps:

Step 1: Configure Project Sharing

Explanation: This setting ensures that users can access and use the projects created from the template.

Step 2: Configure Template Sharing

Explanation: This setting ensures that users have access to the template itself, allowing them to create new projects from it.

When building a custom form in Adobe Workfront that uses display logic and skip logic, developers need to consider the following:

When copying an old form:If you copy an existing custom form that includes display logic or skip logic, these logic settings will not be transferred to the new form. The logic needs to be manually recreated in the new form to ensure it functions as intended.

Skip logic limitations:Skip logic does not operate effectively with certain elements like widgets or section breaks within the form. This limitation means that skip logic cannot be applied to control the visibility or behavior of these elements, potentially impacting how the form is structured and functions.

References

These considerations are detailed in advanced reporting and form customization documentation and have been highlighted in various Workfront admin training sessions​​​​.

Dashboards in Adobe Workfront can be added to the left navigation of both Portfolio and Project objects. This allows users to have quick access to important reports and data relevant to these specific objects.

Add Dashboard to Portfolio:

Navigate to a Portfolio.

Go to the left navigation panel and click on "Customize this Navigation".

Select "Add Dashboard" and choose the dashboard you want to add to the Portfolio.

Add Dashboard to Project:

Navigate to a Project.

Go to the left navigation panel and click on "Customize this Navigation".

Select "Add Dashboard" and choose the dashboard you want to add to the Project.

References:

The ability to add dashboards to the left navigation of Portfolios and Projects is documented in the Workfront customization and user experience guides (Workfront Training Deck - Worker 2.15.23)​​.

Canvas Dashboards:

Canvas Dashboards provide users with the ability to build effective reporting visualizations, offering increased visibility and flexible layout options. They allow for the integration of various report types and interactive elements.

Identify the Requirement: The client needs to track "breaks" during the employees' workday to report on utilization. This requires a way for employees to log their break times accurately.

Understand Workfront's Time Tracking Capabilities: Workfront allows the creation of different hour types which can be assigned to timesheets. This flexibility helps in categorizing time entries for various activities, such as work, meetings, training, and breaks.

Creating a "Break" General Hour Type:

Navigate to Setup: As a system administrator, go to the Setup area in Workfront.

Access Hour Types: Under the "Timesheets & Hours" section, select "Hour Types".

Add New Hour Type: Click on the option to add a new hour type.

Define Hour Type: Name the new hour type as "Break". You can provide a description for clarity. This will help users understand that this category is specifically for logging break times.

Save the Hour Type: Ensure to save the new hour type so that it becomes available for timesheet entries.

Assigning the "Break" Hour Type to User's Timesheet Profile:

Navigate to User's Profile: Go to the user's profile settings.

Edit Timesheet Profile: Within the profile, locate the section for timesheet settings.

Add Hour Type: Include the newly created "Break" hour type to the list of available hour types that users can select when logging their hours.

Save Changes: Ensure that all changes are saved so users can start using the "Break" hour type in their timesheets.

Implementation and Training:

Communicate with Users: Inform users about the new "Break" hour type and provide instructions on how to log their break times in their timesheets.

Monitor Utilization: Track the usage of the new hour type to ensure that it is being utilized correctly and effectively for reporting purposes.

In the standard report builder in Workfront, wildcards can be used within filters to create dynamic and flexible report criteria.

Open Report Builder:

Navigate to the Reports area and create or edit a report.

Go to the "Filter" tab to set up or modify the report filters.

Use Wildcards:

In the filter criteria, you can use wildcards to match patterns or include variables.

For example, you might use*to represent any number of characters or use dynamic variables like{user.ID}to filter based on the current user's ID.

Save the Report:

After setting up the filters with wildcards, save the report to apply the changes.

References:

The usage of wildcards in filters is documented in the Workfront reporting guides and can be confirmed in the advanced reporting training materials (Advanced Reporting - Monique Evans - Code Snippet - June 2, 2020)​​.

Objective: Set up a consistent review and approval process where the approvals are first routed to the users' team and then to their manager.

Workflow Setup:

Step 1: Create an automated workflow template within Workfront.

Step 2: Define two stages in the workflow template:

Stage 1: Approval by the team members.

Stage 2: Approval by the manager.

Step 3: Apply this workflow template to the uploaded proof assets.

Explanation: This ensures a structured and consistent approval process, routing the assets first to the team for feedback and then to the manager for final approval.

Identify the Requirement: The customer wants to use custom statuses for project tasks, but not all users need to use these statuses.

Creating Custom Statuses:

Navigate to Setup: Go to the Setup area in Workfront.

Custom Statuses: Within the Setup area, select "Statuses".

Create New Status: Add new custom statuses that are relevant to the project's workflow stages.

Associating Custom Statuses with Groups:

Select Group: Identify the group associated with the projects that need these custom statuses.

Assign Statuses to Group: In the Group settings, assign the newly created custom statuses. This ensures that only users within this group will have access to and can use these statuses.

Implementation and Training:

Communicate with Users: Inform the relevant users about the new custom statuses and how they will be used within their projects.

Provide Training: Offer training to ensure users understand how and when to use the custom statuses appropriately.

References: Detailed instructions on creating and managing custom statuses can be found in the Workfront Documentation and training sessions​​​​.

To configure timesheet profiles that generate automatically and are sent to managers for approval, the system administrator needs to:

Specify Time Interval: Define the time interval for automatic timesheet generation, such as weekly. This setting ensures that timesheets are created at regular intervals without manual intervention.

Set Approver: Set the approver field to "Their Manager." This configuration ensures that the timesheets are automatically routed to the respective managers for approval.

References

Workfront's timesheet profile setup documentation provides detailed steps for configuring automatic timesheet generation and approval workflows​​​​.

Objective: Trigger the approval by the lead designer for a task to be completed.

Approval Trigger:

Action: Request a document approval from the lead designer.

Explanation: This action specifically involves the lead designer in the approval process, ensuring their decision is captured before the task is marked as complete.

Identify the Requirement: The project manager wants to track specific types of issues with additional custom fields for each type within a project.

Understanding Queues and Custom Forms in Workfront: Workfront allows the creation of queues to manage different types of requests or issues. Queue topics can be used to categorize these issues, and custom forms can be applied to capture additional information specific to each issue type.

Steps to Create a Queue with Custom Forms:

Navigate to the Project: Go to the project where you want to track specific issues.

Create a Queue: In the project settings, create a queue.

Define Queue Topics: Set up queue topics to represent the different types of issues (e.g., Bug Reports, Change Requests, etc.).

Assign Custom Forms: Create custom forms with the necessary fields for each issue type and assign them to the corresponding queue topics.

Implementation:

Setup Custom Fields: Ensure the custom fields on the forms are configured correctly to capture all required information.

Test the Queue: Test the queue by creating sample issues to ensure that the custom forms are working as expected for each issue type.

Objective: Make a request queue visible in the system.

Necessary Actions:

Action 1: Check the box to publish as a help request queue. This action makes the queue available for users to submit help requests.

Action 2: Ensure that the queue project is within a status that equates to Current. This ensures the project is active and visible to users.

Explanation: Both actions are required to ensure the request queue is not only visible but also active and functional for users.

Date-effective billing rates in Workfront are applicable to the following objects:

Companies:Allows setting specific billing rates for different companies.

Users:Enables individual billing rates based on the user.

Job Roles:Provides the ability to define billing rates based on job roles, ensuring accurate billing for various roles within the organization.

These settings ensure that billing rates can be adjusted and applied accurately across various entities within Workfront, allowing for flexible and precise financial management. This information is confirmed in Workfront's advanced training documentation and usage guidelines for billing rates​​​​.