Adobe AD0-E908 Adobe Workfront Core Developer Professional Exam Practice Test

When creating a chart in an Adobe Workfront report, a key requirement is that at least one grouping must be defined. This is necessary because the chart needs a way to organize and display the data visually, and groupings provide the categories or series that the chart will use to aggregate and represent the data.

Open Report Builder:

Navigate to the Reports area and create a new report or edit an existing one.

Define Grouping:

Go to the "Grouping" tab within the report builder.

Add at least one grouping to categorize the data. This could be based on any field relevant to the data you are reporting on, such as project status, task owner, etc.

Create Chart:

After defining the grouping, switch to the "Chart" tab.

Select the type of chart you want to create (e.g., bar chart, pie chart).

Configure the chart settings, ensuring that the defined grouping is used for the chart's series or categories.

Save the Report:

Save the report to ensure that the chart is correctly configured and displayed based on the defined grouping.

References:

This requirement is covered in the Workfront documentation and training materials that explain the prerequisites for creating charts in reports (Webinar - Admin Essentials - User Experience - Apr 27, 2022)​​.

To create a new hour type named "Training and Certifications" for the creative services team, the system administrator would need to take the following steps:

Navigate to Hour Types:

Log into Adobe Workfront as an administrator.

Go to the Setup area by clicking on the Setup link in the upper-right corner.

Under the "Timesheets & Hours" section, click on "Hour Types".

Create a New Hour Type:

Click the "New Hour Type" button to create a new hour type.

In the Name field, enter "Training and Certifications".

Set the Hour Type as General:

In the Hour Type settings, ensure that the "General" option is selected. This ensures that the hour type is general and not tied to specific billing or project-related activities.

Select “General” from the available options. This categorizes the hours as non-specific to a particular project or client work.

Uncheck the "Count as Revenue" Box:

There is an option labeled "Count as Revenue" which, if checked, considers the hours logged under this type as billable revenue. Since training and certifications are not revenue-generating activities, this box should be unchecked.

Ensure that the "Count as Revenue" box is unchecked to prevent these hours from being considered billable.

Save the New Hour Type:

After configuring these settings, click "Save" to create the new hour type.

Ensure all necessary details are correct and then save the new hour type.

These steps will create a new hour type named "Training and Certifications" that appears on timesheets, allowing the creative services team to log hours for their training and certification activities.

References:

The steps for creating and configuring hour types can be found in the "System Admin Essentials" section of Workfront documentation and training materials, which cover detailed administrative tasks (Webinar - Admin Essentials - User Experience - Apr 27, 2022)​​.

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.

One of the primary benefits of setting up an automated proofing workflow in Workfront, as opposed to a basic workflow, is the ability to create a series of review stages with dependencies between stages. This feature enhances the review process by:

Organizing Reviews:Multiple stages can be defined, ensuring that each stage is completed before the next begins, which helps maintain a structured and sequential review process.

Dependencies:Dependencies between stages ensure that proofs move through the review process in an orderly manner, with specific actions required at each stage.

Automation and Efficiency:Automating this process reduces the manual intervention needed, speeding up the overall proofing process and ensuring consistency across reviews.

This approach is highlighted in various user guides and advanced workflow setup training sessions for Workfront, emphasizing its efficiency and effectiveness in managing complex review processes​​​​​​​​​​​​.

To update the link for an external page on a dashboard in Adobe Workfront, follow these steps:

Navigate to the Dashboard:

Go to the dashboard that contains the external page with the broken link.

Edit the External Page:

Locate the title area of the external page widget.

Click the gear icon (settings) in the title area to edit the properties of the external page.

Update the URL:

In the properties window, find the field for the URL.

Enter the correct URL that points to the desired content.

Save the Changes:

Save the changes to update the external page with the new URL.

Verify that the external page now correctly points to the updated content.

References:

Detailed instructions for updating external page links can be found in the Workfront documentation and system administrator guides (2.28.23 - The Case for FT Sys Admins)​​.

Deactivate the user to avoid loss of data:

Deactivating the user keeps all historical data intact while freeing up their license for reassignment. This method ensures that the user's contributions and project histories remain accessible for reporting and auditing purposes.

Objective: Ensure consistent project data fields for use in project reports.

Options:

Option A: Custom fields within the Custom Form can be pre-populated with data.

Explanation: Pre-populating custom fields ensures that the data is consistent across all projects, facilitating accurate and consistent reporting.

To configure timesheet profiles that generate automatically and are sent to managers for approval, the system administrator needs to:

Specify Time Interval: Define the time interval for automatic timesheet generation, such as weekly. This setting ensures that timesheets are created at regular intervals without manual intervention.

Set Approver: Set the approver field to "Their Manager." This configuration ensures that the timesheets are automatically routed to the respective managers for approval.

References

Workfront's timesheet profile setup documentation provides detailed steps for configuring automatic timesheet generation and approval workflows​​​​.

Conditional formatting in Workfront reports is an option available primarily in Views. This feature allows users to apply formatting rules to report data based on certain conditions.

Navigate to Report Builder:

Go to the Reports area and open or create a report.

Click on the "View" tab in the report builder.

Apply Conditional Formatting:

In the View tab, you can add columns and set up conditional formatting rules.

Use the "Add a Rule" option to specify conditions under which the formatting should be applied.

Set Conditions:

Define the conditions (e.g., if the value in a column is greater than a certain number, apply a specific color or style).

Save the View:

Save the view with the applied conditional formatting.

References:

Detailed instructions on applying conditional formatting in views can be found in the Workfront documentation and advanced reporting presentations (Advanced Reporting - Monique Evans - Code Snippet - June 2, 2020)​​.

Converting an issue to a task:

Issues can be converted into tasks within a project. This allows for better tracking and management of the work required to resolve the issue.

Objective: Make a request queue visible in the system.

Necessary Actions:

Action 1: Check the box to publish as a help request queue. This action makes the queue available for users to submit help requests.

Action 2: Ensure that the queue project is within a status that equates to Current. This ensures the project is active and visible to users.

Explanation: Both actions are required to ensure the request queue is not only visible but also active and functional for users.

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.

Project status and timesheets:

For tasks to appear on a timesheet, the project status must be set to "Current." If the project status is anything other than Current (e.g., Planning, Complete, or On Hold), tasks from that project will not automatically populate the timesheet.

To address the visibility issue for team managers:

Update Access Levels: The system administrator should configure the access level settings for project owners to automatically grant view access to their team managers upon project creation. This ensures that team managers have immediate visibility into all projects their teams are working on without the need for manual sharing.

Streamline Collaboration: By automating this process, it eliminates the need for team managers to request access manually, thereby improving collaboration and reducing administrative overhead.

References

Workfront's best practices on managing access levels and permissions provide guidelines for configuring automatic access to enhance collaboration​​​​.

Identify the Requirement: The admin notices that the custom task status is only available in some projects with assigned Marketing team members.

Understanding Group Statuses: Group statuses in Workfront are linked to specific groups and are only available in projects that are associated with those groups.

Review Project Details:

Check Project Association: Ensure that the projects where the status is missing are correctly associated with the Marketing group.

Update Project Details: If necessary, update the project details to associate them with the Marketing group. This will ensure that the custom group statuses are available.

Implementation:

Verify Group Settings: Confirm that the custom statuses are correctly set up for the Marketing group in the group settings.

Communicate with Users: Inform project managers and team members about the association requirements for using custom group statuses.

References: Documentation on group statuses and project associations in Workfront can be found in the Workfront Help Center and administrative training materials​​​​.

Objective: Customize a layout template for a group of users in Workfront.

Customizable Items:

Option A: Views, filters, and groupings used with reports

Explanation: You can customize how data is displayed in reports by setting specific views, filters, and groupings in the layout template.

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.

Identify the Requirement: The project manager wants to track specific types of issues with additional custom fields for each type within a project.

Understanding Queues and Custom Forms in Workfront: Workfront allows the creation of queues to manage different types of requests or issues. Queue topics can be used to categorize these issues, and custom forms can be applied to capture additional information specific to each issue type.

Steps to Create a Queue with Custom Forms:

Navigate to the Project: Go to the project where you want to track specific issues.

Create a Queue: In the project settings, create a queue.

Define Queue Topics: Set up queue topics to represent the different types of issues (e.g., Bug Reports, Change Requests, etc.).

Assign Custom Forms: Create custom forms with the necessary fields for each issue type and assign them to the corresponding queue topics.

Implementation:

Setup Custom Fields: Ensure the custom fields on the forms are configured correctly to capture all required information.

Test the Queue: Test the queue by creating sample issues to ensure that the custom forms are working as expected for each issue type.

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​​​​.

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)​​.

In Adobe Workfront, when an organization captures project requests in a request queue and wants the information from the request custom form to be transferred to the project upon conversion, the developer should use the feature in the queue setup. Specifically, there is an option within the queue details where a checkbox can be selected to ensure that the custom formassociated with the issue is transferred to the project. This allows all the information captured in the request custom form to be carried over seamlessly to the new project.