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Workfront Advanced Connector

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=workfrontadvanced

Intro

Workfront (formerly called AtTask) develops web-based work management and project management software. Use Domo's Workfront Advanced connector to retrieve data relating to customers, work assignments, projects, milestones, documents, and so on. To learn more about the Workfront API, visit their page (https://developers.attask.com/api-docs/).

Note: The user interface for building this connector is not yet available in our Connectors listing in the Data Center, meaning you will not be able to configure the connector on your own. However, we at Domo are more than happy to configure the connector for you so you can begin using it to pull your data into Domo. Please don't hesitate to reach out to your CSM or Domo Support. For contact information, see Getting Help.

You connect to your Workfront account in the Data Center. This topic discusses the fields and menus that are specific to the Workfront Advanced connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Workfront account and create a DataSet, you must have the following:

Connecting to Your Workfront Account

This section enumerates the options in the Credentials and Details panes in the Workfront Advanced Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Workfront account. The following table describes what is needed for each field:  

Field

Description

Username Enter the username you use to log into your Workfront account.
Password Enter the password you use to log into your Workfront account.

Once you have entered valid Workfront credentials, you can use the same account any time you go to create a new Workfront Advanced DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a menu in which you select a report. Two fields also appear in which you can specify custom and reference columns for your report.

Menu

Description

Report

Select the Workfront Advanced report you want to run. The following reports are available:

Approval Returns a list of approvals for the account.
Assignment Returns a list of assignments, including assigner and assignee, average work per day, project, current status, etc.
Baseline Returns a list of project baselines, including project ID, start and completion dates, customer ID, budget, planned hours, etc.
Category Returns a list of categories (custom data forms).
Group Returns a list of groups, including group ID, customer ID, description, etc.
Hour Returns the number of hours entered for users in the account.
Hour Type Returns a list of hour types used in the account, with  name, description, etc.
Issue Returns a list of issues, including start date, assignee, current status, description, planned hours, responsible team, etc.
Job Role Returns a list of job roles used in the account, with name, description, cost per hour, etc.
Milestone Returns a list of milestones, including name, description, customer ID, etc.
Milestone Path Returns a list of milestone paths, including name, description, customer ID, etc.
Note Returns a list of notes, including note subject, note text, project, owner, etc.
Parameter Returns a list of parameters (fields in custom data forms).
Portfolio Returns a list of portfolios, including name, customer, entry date, etc.
Program Returns a list of programs, including name, owner, description, etc.
Project Returns a list of projects, including name, budget, actual costs, hours worked, status, owner, etc.
Project User Returns a list of project users, including customer ID, project ID, and user ID.
Resource Allocation Returns information about resource allocation for given projects and customers, including scheduled hours, budgeted hours, etc.
Resource Pool Returns a list of available resource pools, including customer ID and description.
Schedule Returns a list of schedules in the account.
Task Returns a list of tasks, including start date, assignee, current status, description, planned hours, responsible team, etc.
Team Returns a list of teams in the account.
Template Returns a list of templates in the account.
Timesheet Returns timesheet information for all users in the account.
Users Returns information for all users in the account, including name, title, email address, billing information, etc.
Work Returns information about work done, including expense and labor cost, duration, revenue, etc.
Work Item Returns a list of work items, including task ID, user ID, status, scope, etc.
Custom Fields Enter a comma-separated list of custom fields you want to appear in your report.
Reference Fields Enter a comma-separated list of reference fields you want to appear in your report. This must use the format reference object:reference field. For example, to retrieve the customer name reference field, you would enter customer:name.

Advanced Pane

In this pane, you can build up to three specialized filters. The options in this pane allow you to specify a filter name, a modifier, and, in most cases, a field value. For example, if you wanted to filter tasks to show only those with an "Hours" value of 5 or under, you would enter Hours in Filter 1 - Field Name, set Filter 1 - Modifier to Less Than or Equal, and enter 5 in Filter 1 - Field Value.

When In is selected as your modifier, you can specify a series of field values using a specified delimiter. For example: UT,WY,ID

Additional menus may display, depending on the selected modifier. The following table lists and describes these additional menus:

Menu Selected Modifier(s) Description
Case-Sensitive Equals, Not Equals, Contains Lets you specify whether filter results are case-sensitive.
Field Value 2 Between Lets you create a range of values by specifying an additional field value.
Delimiter In Lets you select the delimiter for a series of values.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.