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Configuring System Updates

Workfront generates automatic updates on the Updates tab of an object to record the following events:

  • Changes users make in an object field
  • Actions users perform on an object

These system updates include the change that was made, the name of the user who made the change, and the time and date of the change.

As a Workfront administrator, you can configure which object fields and actions Workfront tracks to record system updates.

For example, you could have Workfront track all changes users make to the names of issues throughout the system. Any issue name change then appears as a system update on the issue's Updates tab.

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Determining Which Fields Workfront Tracks for an Object Type

You can determine what information Workfront tracks when users change information associated with a certain object type throughout the entire Workfront interface. You do this by adding or removing the fields you want Workfront to track for that object type.

NOTE 

  • Workfront cannot track and record updates about calculated custom fields.
  • You can customize the system update for projects, tasks, issues, portfolios, programs, and users. You cannot customize the system update for templates, documents or timesheets, but Workfront does record system updates for these objects.

This section explains the following:

Adding Fields You Want Workfront to Track

You can add fields you want Workfront to track for a particular type of object throughout the Workfront interface. When users change information in that field, Workfront records information about the change on the Updates tab for the object.

NOTE You can track up to 300 built-in and custom fields in the update feeds. If you are tracking the maximum number of fields and want to track additional fields that are not displayed in the All Fields Sub-tab, you must first remove some of the tracked fields in order to track new fields. For more information about removing fields from the update fields, see "Removing Fields from the Update Feeds."

  1. Go to the Setup area in the Global Navigation Bar.
  2. Click InterfaceUpdate Feeds.
  3. ​Click Add Fields, then click the type of object for which you want to add a field to be tracked.
  4. In the Add Fields box that appears, start typing the name of a built-in (standard) or custom field for that object, then click to select it when it appears in the list.
    If Workfront is already tracking the field, you cannot add it a second time from the list.
  5. After adding all the fields you want Workfront to track, click Add Fields.
    The built-in fields that you added show under the Built-in Fields sub-tab.
    The custom fields you added show under the Custom Fields sub-tab.
    The All Fields sub-tab shows both the built-in and the custom fields that are being tracked.

Removing Fields You Don't Want Workfront to Track

You can remove fields you do not want Workfront to track for a particular type of object throughout the Workfront interface.

  1. Go to the Setup area in the Global Navigation Bar.
  2. Click InterfaceUpdate Feeds.
  3. On the Tracked Fields tab, select the All Fields sub-tab.
    This shows both built-in and custom fields that are currently being tracked.
  4. Select the field you want to stop tracking, then click Remove.
  5. in the Remove Field box that appears, click Yes, Remove It to confirm.

Any updates about the previously-tracked fields are preserved on the Updates tab where they were recorded. Future information associated with changes for that field are longer added to Update tabs for the object type.

Determining Which Actions Workfront Tracks for an Object Type

You can have Workfront track the following actions that users can perform on objects throughout the Workfront interface. 

For example, you can have Workfront record an update every time a user changes an assignment to a task or issue. The change then appears as a system update on the Updates tab for the task or issue.

Action Objects Default Status
Assignment is changed Tasks, Issues

Enabled

Baseline is deleted Projects

Disabled

Billing record is created or deleted Projects

Enabled

Document is created or deleted Projects, Tasks, Issues, Portfolios, Programs

Enabled

Expense is created or deleted Projects, Tasks

Enabled

Hour is logged or deleted Projects, Tasks, Issues

Enabled

Issue is deleted Projects

Enabled

Task is deleted Projects

Enabled

Someone's access is changed Projects, Tasks, Issues, Documents, Portfolios, Programs

Enabled

Subscribe comment object Projects, Tasks, Issues

Enabled

To configure which actions you want Workfront to track:

  1. Go to the Setup area in the Global Navigation Bar.
  2. Click InterfaceUpdate Feeds.
  3. Click the Actions tab.
  4. Select an action to enable it, or deselect an action to disable it.
  5. Click Save.

When you disable an action, any previously-recorded update about that action is preserved on the Updates tab where it was recorded.

Was called "Enabling System-Tracked Update Feeds"

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This article last updated on 2019-02-27 22:59:35 UTC