Follow
Custom Form Overview

Overview

Custom forms allow users to categorize their work based on custom attributes. These forms provide a way to include data you need to track on projects, tasks, etc. outside the standard Workfront framework.

Feature

A system administrator adds custom forms to the system through custom fields and forms. Section breaks are used to organize or group fields on the form into related sections. You can locate the custom forms setup by going to Setup > Custom Forms. 

Custom Forms can be associated with: 

  • Companies
  • Documents
  • Expenses
  • Issues
  • Portfolios
  • Programs
  • Projects (including Business Cases)
  • Tasks
  • Users

What are the benefits of this feature?

When you use this feature, you are able to create fields that were not built into Workfront. 

When to use this feature?

Use this feature to expand what information is collected in Workfront.