Create custom prompts using text mode

In this video, you will learn:

  • What a custom prompt is
  • How to create a custom prompt using text mode
  • Some examples that you can use in your reporting

“Create custom prompts” activities

Activity: Create custom prompts

  1. Create a custom prompt that shows the following project statuses in the prompt drop-down menu:

    • Planning
    • Current
    • Completed
    • Dead
  2. Modify the prompt to show current projects that are due this month.

Answers

  1. Your custom prompts should look similar to this and have the following text mode:

    An image of the screen to create a new filter in text mode

    Once you save the custom prompt, the prompt drop-down menu should look like this:

  2. The text mode in your custom prompt should look like this:

An image of the screen to create a new filter in text mode

   status=CUR&plannedCompletionDate=$TODAYbm&plannedCompletionDate_Mod=between&plannedCompletionDate_Range=$TODAYem

And the drop-down label for active prompts should be updated to reflect the change in the code like this:

An image of the screen to create a new filter in text mode

recommendation-more-help
workfront-learn-help-main-toc