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 or the API key associated with your Workfront account. You must update the API key in your connector when it expires.
• The URL for your Workfront server (for example, https://yourcompany.workfront.com).
• You also need to select the API version.

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 Credentials, Details, and 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 to log into your Workfront account. You must provide a username and password OR an API Key.
Password	Enter the password to log into your Workfront account. You must provide a username and password OR an API Key.
API Key	Enter your Workfront API key. You must update the API key in the connector connection when it expires. You must provide a username and password OR an API Key.
URL	Enter the URL for your AtTask/Workfront server (for example, https://yourcompany.attask-ondemand.com>).
API Version	Choose the API version to connect to.

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 Workfornt report you want to run. The following reports are available: Report Description Approval Returns a list of approvals for the account. Assignment Returns a list of assignments, including assigner, assignee, project, workload, and status details. Baseline Returns a list of project baselines, including project ID, dates, customer ID, budget, and planned hours. Category Returns a list of categories used in custom data forms. Group Returns a list of groups, including group ID, customer ID, and description. Hour Returns the number of hours entered by users in the account. Hour Type Returns a list of hour types used in the account, including name and description. Issue Returns a list of issues, including dates, assignee, status, description, planned hours, and team. Job Role Returns a list of job roles used in the account, including name, description, and cost per hour. Milestone Returns a list of milestones, including name, description, and customer ID. Milestone Path Returns a list of milestone paths, including name, description, and customer ID. Note Returns a list of notes, including subject, content, project, and owner. Parameter Returns a list of parameters used in custom data forms. Portfolio Returns a list of portfolios, including name, customer, and entry date. Program Returns a list of programs, including name, owner, and description. Project Returns a list of projects, including name, budget, costs, hours, status, and owner. Project User Returns a list of project users, including customer ID, project ID, and user ID. Resource Allocation Returns resource allocation details for projects and customers, including scheduled and budgeted hours. Resource Pool Returns a list of resource pools, including customer ID and description. Schedule Returns a list of schedules in the account. Task Returns a list of tasks, including dates, assignee, status, description, planned hours, and team. Team Returns a list of teams in the account. Templates Returns a list of templates in the account. Timesheet Returns timesheet data for all users in the account. Users Returns information about all users in the account, including name, title, email, and billing details. Work Returns work details, including costs, duration, revenue, and expenses.
Custom Fields	Enter the custom fields for your report, separated by commas
Reference Fields	Enter the reference fields for your report as a comma-separated list. Format: reference object:reference field

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.