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Sharing Options in the Workfront Mobile App

Sharing a URL in the Mobile App

You can share the URL of an object from any object you have access to view and share using the mobile app. Sharing a URL is available and works similarly for both the iOS and Android OS platforms. 

URLs to the following objects can be shared from the mobile app:

  • Projects
  • Tasks
  • Issues
  • Timesheets
  • Documents

Sharing a URL to an object in the Mobile App is the same for every object and it is done from the object you want to share.

For example, to share the URL of a task in the mobile app:

  1. Navigate to the Workfront home page.
  2. Tap Work, to find a list of tasks you are assigned to.
  3. Tap a task to open it.
  4. Tap the more icon to show more options.
    more_button_for_sharing.PNG
  5. iOS: Tap the Share button.
    task_share_button.PNG
    Android: Tap the Share option.
    android_share_task_more_and_share_button.png

  6. Select from the following options to share:
    - Share in a text message.
    - Share in an email.
    - Share in other apps installed on your phone. 
    Depending on the platform you are using, the sharing options vary with the applications available in each platform, as follows. 
    On iOS, the sharing screen appears as follows:
    task_share_expanded_button.PNG
    On Android, the sharing screen appears as follows:
    android_share_task_apps.png
    - Copy. When you Copy the URL of an object, this makes a copy of the URL of the object and ads it to the clipboard. You can then paste that URL in any other application. 
    - Add it to a storage drive. 
    With every option you choose to share, you are sharing the URL to the object, and you are not sharing the object itself. 
    Sharing of the URL does not give sharing permission rights to the object to the user who is sent the URL to the object. The user who is receiving the shared URL must have at least View permissions to the object to be able to see it.
  7. When the selected application with which you share the URL opens, follow the steps in that application to share the object with another user. 

Copying Text in the Mobile App

You can copy either a selection of or the entire text in a specific field in the Workfront Mobile App. 

You can copy text in the following fields:

  • Name 
  • Description
  • Reference Number
  • Comments

You cannot copy text inside action fields (like phone number or email address). In the case of these fields, long-pressing the information inside the field causes the action to happen. For example, if you long-press a phone number, the phone makes a call to that number. Long-pressing the email address opens the email app so you can compose an email. 

Copying text in the mobile app is similar on iOS and Android devices.

Copying Selective Text in the Mobile App

You can select and copy text in certain fields in the Workfront mobile app, to paste them in other fields, or applications. 

You can select and copy the text in any of the following fields associated with any the objects visible in the Workfront mobile app:

  • Name 
  • Description
  • Reference Number

To copy a selection or the entire text in the mobile app:

  1. Navigate to an item to view it.
    For more information about viewing an item in the mobile app, see "Viewing and Modifying Work Items."
  2. Long-press the text inside one of these fields:
    - Name
    - Description
    - Reference Number
    copy__look_up_and_share_options_on_name_field.PNG
  3. Drag the markers to select the text that you want to copy. You can include all the information in a field. 
    A dialog box opens.
  4. Tap Copy in the dialog box.
    The text you selected is now copied to your clipboard and ready to be pasted in any other text field, or any other application. 

Copying Comments in the Mobile App

You can copy the entire text inside the comments or updates fields and paste them in other fields, or applications. 

To copy a comment in the mobile app:

  1. Navigate to an item to view it.
    For more information about viewing an item in the mobile app, see "Viewing and Modifying Work Items."
  2. Tap the Updates tab.
  3. Find a comment and long-press it.
    You can also find a comment on the Notifications tab of the mobile app.
    copy_and_comment_options_with_copy_in_orange_highlight_from_work_updates_tab.PNG
    Several options open. 
  4. Tap the Copy option to select it.
    This copies the entire comment to your clipboard.
    The comment can now be pasted in other fields or applications that support pasting text.