AD0-E908 Adobe Workfront Core Developer Professional Questions and Answers

For the successful conversion of requests to projects using a template, it is essential that the Triage team is properly set up in Workfront. Specifically:

Part of the Routing Rule: The Triage team must be included in the routing rule on the request queue. This ensures that the requests are directed to them for review.

View Access on Templates: The Triage team needs to have "view" access to the applicable templates. This access allows them to utilize the templates when converting requests into projects.

References

Workfront documentation on setting up request queues and routing rules highlights the importance of including the correct teams and assigning appropriate access rights​​​​.

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.

In Adobe Workfront, time can be recorded on Projects, Tasks, and Issues. This flexibility allows users to track time spent on various types of work items, providing comprehensive time management and reporting capabilities.

Record Time on Projects:

Navigate to a project.

Click on the "Hours" tab.

Enter the time spent on the project.

Record Time on Tasks:

Navigate to a task within a project.

Click on the "Hours" tab.

Enter the time spent on the task.

Record Time on Issues:

Navigate to an issue within a project.

Click on the "Hours" tab.

Enter the time spent on the issue.

References:

The processes for recording time on various objects are detailed in the Workfront time-tracking documentation and training materials (Advanced Reporting - Monique Evans - Code Snippet - June 2, 2020)​​.

License types that allow report creation:

Users with Plan and Standard licenses in Workfront have the capability to create, edit, and delete reports. These licenses provide the necessary permissions for advanced reporting functionalities.

Objective: Track requests for creative assets and website changes and assign them to different teams.

Steps:

Step 1: Create two separate routing rules, one for creative assets and one for website changes.

Step 2: Create two queue topics corresponding to the types of requests.

Step 3: Assign each routing rule to the respective queue topic.

Explanation: This structure ensures that each type of request is properly categorized and routed to the appropriate team for follow-up.

The Adobe Workfront for Jira native integration allows users to automate and streamline workflows between Workfront and Jira. Specifically, the integration supports the following key feature:

Creation of Jira Issues:

When items are created in Workfront, corresponding issues can be automatically created in Jira. This ensures that tasks and projects managed in Workfront are reflected in Jira, enabling teams to collaborate more effectively across both platforms.

References:

Detailed information on the capabilities of the Workfront for Jira integration is found in the official Workfront documentation and integration guides provided during webinars and training sessions (2.28.23 - The Case for FT Sys Admins)​​.

Objective: Import new data or export existing data using a specially formatted Excel spreadsheet in Workfront.

Feature:

Kick-Start: This feature allows system administrators to import and export large amounts of data using Excel spreadsheets formatted according to Workfront's requirements.

Explanation: Kick-Start is a native feature in Workfront designed for bulk data import and export, making it suitable for onboarding and data migration tasks.

Objective: Share a financial report with internal users while preventing external vendors from viewing it.

Steps:

Step 1: Open the financial report settings in Workfront.

Step 2: Configure sharing settings to give view access only to users within the primary company.

Explanation: By restricting view access to only the internal users of the primary company, external vendors will not have visibility of the financial report.

The total number of available hours (AVL) for a user in Workfront can be affected by the following settings:

Time Off: If days are entered in the Time Off menu within a user's settings, these days will be excluded from the total available hours, reducing the AVL value.

FTE (Full Time Equivalent): If a user's FTE setting is less than 1, this indicates that the user is working part-time. This setting will proportionally reduce the number of available hours shown in the AVL column.

References

These settings are documented in Workfront’s user management and scheduling documentation, where the impact of time off and FTE adjustments on user availability is detailed​​​​.

Identify the Requirement: The differences between tasks and issues need to be clarified.

Understanding Tasks and Issues in Workfront:

Tasks: Represent planned work and are created within projects. They have specific start and end dates, assigned resources, and dependencies.

Issues: Represent unplanned work that arises and needs to be addressed. Issues can be created within projects or as standalone items and often require immediate attention.

Key Differences:

Creation:

Tasks: Can only be created within the context of a project. They are part of the project’s planned workflow and structure.

Issues: Can be created within projects or attached to tasks. They provide a way to log unplanned work or problems that need resolution.

Nature of Work:

Tasks: Represent planned, scheduled work that follows the project timeline and milestones.

Issues: Represent unplanned, often urgent work that needs to be addressed outside of the planned workflow.

References: Documentation on managing tasks and issues in Workfront can be found in the Workfront Help Center and training materials provided during onboarding and ongoing education​​​​.

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.

When an issue with a document attached is moved to a different project in Adobe Workfront, the document and any approvals associated with it will also move to the new project along with the issue. This ensures that all related information and approvals are retained and correctly associated with the issue in its new context.

Move the Issue:

Navigate to the issue that needs to be moved.

Select the option to move the issue to another project.

Verify Document Movement:

After moving the issue, check the new project to ensure the document is correctly associated with the issue.

Verify that any approvals linked to the document are also moved and remain intact.

References:

This behavior is confirmed in the Workfront documentation and issue management training guides, which explain how documents and approvals are handled when moving issues (Workfront Training Deck - Worker 2.15.23)​​.

Objective: Identify benefits of utilizing a project template for a new digital deliverable process workflow.

Benefits:

Benefit 1: Adherence to an accurate, repeatable process

Explanation: Using a template ensures consistency and accuracy in the process, as the same steps are followed each time.

Benefit 2: Sharing settings completed by default

Explanation: Templates can have predefined sharing settings, reducing the need to manually configure these settings for each new project.

Benefit 3: Efficiency in creating new projects

Explanation: Templates streamline the project creation process, saving time and effort by providing a pre-defined structure.

Widgets in Canvas Dashboards:

Canvas Dashboards support the addition of widgets, which are not available in legacy dashboards. Widgets provide dynamic and interactive elements that enhance the visualization of data.

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​​​​.

Group sharing permissions update automatically as users are added or removed:

Sharing objects with groups ensures that access permissions are dynamically updated as users join or leave groups. This approach simplifies the management of permissions and ensures consistent access control across the organization.

To enable the feature where the details are displayed when someone opens a chart report, the following steps should be taken:

Open the Report Settings:

Navigate to the report you want to modify.

Click on the "Report Actions" menu and select "Edit".

Enable the Details Tab:

In the report settings, locate the option labeled "Show the Details Tab".

Check the box next to "Show the Details Tab". This will ensure that the details are displayed by default when the report is opened.

Save the Report:

After making the necessary changes, save the report to apply the new settings.

References:

These steps are consistent with the options available in the report settings as outlined in the Advanced Reporting guides and the Admin Essentials webinar materials (Workfront Training Deck - Worker 2.15.23)​​.

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.