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Domo Knowledge Base

Workfront Connector

Important: To our valued customers:

What is happening
At Domo, we take pride in providing the industry-leading, best time-to-value solution, with an ecosystem of over 500 connectors. We regularly review our connector offerings and make enhancements to provide a more robust experience for our customers.

To ensure our Workfront connector continues to provide the best experience, we will be deprecating the old Workfront connector as Workfront will no longer be supporting the API.

We have released the new Workfront connector (marked as beta) built on the most recent API that allows a more robust offering, complete with three additional key features:

- Custom fields are now supported by default.
- Support for many more objects than the current Workfront connector. 
- Intelligent filtering that allows the connector to discover fields that you can use to filter your DataSets.

When is this change happening?
The current Workfront connector will be deprecated effective December 31, 2018. Domo will only be supporting the new Workfront connector starting January 1, 2019.
How does this impact me?
As Workfront will be deprecating their API that is currently used for the current connector, the current connector will also be deprecated on December 31, 2018. If you have been using the current Workfront connector, you would need to recreate your DataSets on the new connector (com.domo.connector.workfront). This would allow you to continue to bring in your Workfront data into Domo and take full advantage of the additional robust features offered in the new API.
What do I have to do?
Please create new DataSets using the new Workfront connector and recreate your existing DataSets by December 31, 2018, as Workfront will be deprecating the corresponding API for the current Workfront connector.

 

Intro

Workfront (formerly called AtTask) develops web-based work management and project management software. Use Domo's Workfront connector to retrieve data for a selected Workfront object. To learn more about the Workfront API, visit their page (https://support.workfront.com/hc/en-us/articles/220633507-API-Explorer).

The Workfront connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your Workfront account in the Data Center. This topic discusses the fields and menus that are specific to the Workfront 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.

Primary Use Cases

Use this connector to pull data about the status of projects and the individual tasks that apply to those projects.

Primary Metrics

  • Project status

  • Start and complete dates

  • Hours per project

  • User hours

  • Resources

  • Common issues

Primary Company Roles

  • Project manager

  • Operations

Average Implementation Time

5-10 hours for basic implementation

Ease of Use (on a 1-to-10 scale with 1 being easiest)

5

Best Practices

  • Reports should typically be run using "Replace." Users are limited to 10 concurrent running reports, so you should avoid having 10 or more DataSets scheduled to run at the same time.

  • You will need to have a good understanding of the data in your Workfront account to get useful data from the connector.

Prerequisites

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 Workfront server (for example, https://yourcompany.workfront.com).

Note that some users may have attask domains, while others may have workfront domains.

Connecting to Your Workfront Account

This section enumerates the options in the CredentialsDetailsand Advanced panes in the Workfront 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.

Domain Enter the URL for your Workfront server (for example, https://yourcompany.workfront.com).

Once you have entered valid Workfront credentials, you can use the same account any time you go to create a new Workfront 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 options for selecting a Workfront object and configuring filter fields, date range, etc.

Parameter

Description

Report

Select the Workfront object to you want to retrieve data for.

Metadata Only?

Check this box if you only want to retrieve metadata for the selected object, such as fields, reference fields, and custom fields. Returned values have the format label:value, where value is what is expected by the filters. 

Reference Fields (Optional)

Enter a comma-separated list of reference fields you want in your report. These should use the format reference-object:reference-field.  They should also be case-sensitive and match the key of the value, not the label. If you check the Metadata Only box, you can pull in a list of available reference fields. 

When pulling in custom fields, the reference object is DE:. This may be needed as a prefix to the column name in order to bring in custom fields. For example, to request a project with custom parameters called "CustomText" and "CustomField," you would use the following:

DE:Custom Text, DE:CustomField

Date Field

Select the date field you want to filter by.

Duration 

Select whether you want to pull data for a specific date or a date range. 

Report Date 

Select whether the report data is for a specific date or for a relative number of days back from today. 

Select Specific Date 

Select the date for the report. 

Days Back

Enter the number of past days that should appear in the report.  

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.  

Select Specific Start Date

Select the first date in your date range. 

Select Specific End Date

Select the second date in your date range. 

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Filter - Field Name (Optional)

If building a custom filter for your report, select the data type for the field you want to filter. Combine with Filter - Modifier, and Filter - Field Value (as well as Filter - Field Value (2) if necessary) to create a complete filter. For example, if you wanted to build a filter for filtering out all rows with "California" as a string, you would select String here, set Filter - Modifier to Not Equals, and enter "California" for Filter - Field Value.  

Filter - Modifier (Optional)

If building a custom filter for your report, select the operator for your filter. Combine with Filter - Filter Name and Filter - Field Value (as well as Filter - Field Value (2) if necessary) to create a complete filter. For example, if you wanted to build a filter for filtering out all rows with "California" as a string, you would select String as the Filter - Field Name, set Filter - Modifier to Not Equals, and enter "California" for Filter - Field Value

Filter - Field Value (Optional)

If building a custom filter for your report, select the value for your filter. Combine with Filter - Filter Name, and Filter - Field Modifier (as well as Filter - Field Value (2) if necessary) to create a complete filter. For example, if you wanted to build a filter for filtering out all rows with "California" as a string, you would select String as the Filter - Field Name, set Filter - Modifier to Not Equals, and enter "California" for Filter - Field Value.

Filter - Field Value (2) (Optional)

If building a custom filter for your report, use this field if you need a second value as part of your filter (for example, if you were filtering on a range of values).

Filter - Case Sensitive (Optional)

Check this box if your custom filter is case-sensitive.

Filter - Delimiter (Optional)

Select the delimiter for your custom filter. 

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.

FAQs

Can I use the same account to create multiple DataSets?

Yes.

How often can the data be updated?

DataSets can be updated as often as once an hour.

Are there any API limits I should be aware of?

Workfront is limited to 10 concurrent DataSets.

Why do I need to add DE: as a prefix for custom fields?

To learn about adding prefixes for custom fields, see the following: https://support.workfront.com/hc/en-...ng-custom-data