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/).
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.
To connect to your Workfront account and create a DataSet, you must have the following:
The username and password for your Workfront account.
The URL for your AtTask/Workfront server (for example, https://yourcompany.attask.ondemand.com).
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.
This pane contains fields for entering credentials to connect to your Workfront account. The following table describes what is needed for each field:
|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.
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.
Select the Workfront Advanced report you want to run. The following reports are available:
|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.|
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:
|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.|