Adobe AD0-E908 - Adobe Workfront Core Developer Professional

ï‚·Objective: Track project metrics based on the submitted request without allowing the requester to fill in this information.

ï‚·Configuration Steps:

Step 1: Create a Custom Form with the necessary metric fields.

Step 2: Do not include these metric fields in the part of the form visible to the requester.

Step 3: Add these metric fields to the project details section instead.

Explanation: This ensures that the requester does not input the metric information, but the information can still be tracked and recorded as part of the project details.

Inherited status names:

Sub-groups inherit the project status names from their parent group unless explicitly overridden. Therefore, the AP sub-group under the Finance group will use the same custom project status names assigned to the Finance group.

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​​​​.

Identify the Requirement: The project manager wishes to automatically archive cards that have been closed for longer than two weeks on a Kanban board.

Understanding Card Falloff in Workfront: Workfront allows for the configuration of automatic archiving (card falloff) based on the time a card has been in a specific column. This is useful for maintaining a clean and organized Kanban board.

Steps to Configure Card Falloff:

Navigate to the Board: Go to the Kanban board where the columns for backlog, in progress, on hold, and completed statuses are set up.

Access Configuration: Click on "Configure" to access the board settings.

Select Cards: In the configuration settings, go to the "Cards" section.

Enable Card Falloff: Enable the option for card falloff and set it specifically for the "Closed" column. Set the falloff duration to two weeks.

Implementation:

Apply Settings: Save the configuration changes to ensure that cards in the Closed column will automatically archive after two weeks.

Monitor: Regularly check to ensure that the card falloff is functioning as expected and that closed cards are being archived after the specified time.

ï‚·Make a dashboard the landing page for users:

This practice ensures that users are immediately presented with the most relevant information when they log in to Workfront. It enhances user engagement by providing quick access to important metrics and tasks.

To address the visibility issue for team managers:

Update Access Levels: The system administrator should configure the access level settings for project owners to automatically grant view access to their team managers upon project creation. This ensures that team managers have immediate visibility into all projects their teams are working on without the need for manual sharing.

Streamline Collaboration: By automating this process, it eliminates the need for team managers to request access manually, thereby improving collaboration and reducing administrative overhead.

References

Workfront's best practices on managing access levels and permissions provide guidelines for configuring automatic access to enhance collaboration​​​​.

Deactivate the user to avoid loss of data:

Deactivating the user keeps all historical data intact while freeing up their license for reassignment. This method ensures that the user's contributions and project histories remain accessible for reporting and auditing purposes.

ï‚·Objective: Identify additional Workfront functions available to creatives through the Adobe Workfront plugin for Creative Cloud.

ï‚·Functions:

Option C: Log time on work

Explanation: Creatives can track the time they spend on tasks directly within their Creative Cloud applications, ensuring accurate time management and reporting.

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)​​.