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Managing Custom Forms

Overview

Workfront enables you to remove custom forms from an object after they have been applied.

In addition, if multiple custom forms have been applied to an object, you can change the order in which the custom forms appear.

For information about how to apply custom forms to an object, see Applying Custom Forms to Objects.

Changing the Order of Custom Forms

  1. Navigate to the object where you want to change the order of the custom form.
    For example, to apply a custom form to a project, navigate to the project, then click 'Edit Project' in the upper-right corner of the page. 
  2. In the 'Custom Forms' section, click 'Manage Form(s).'
  3. Reorder the forms by dragging a form to a new location in the form list. 
  4. Click 'I'm done managing' to save your changes.

Removing a Custom Form From an Object

  1. Navigate to the object where you want to remove the custom form.
  2. Click the Edit option in the upper-right corner of the page (for example, click the 'Edit Project' or 'Edit Issue' option, depending on the type of object you are modifying).
  3. Click 'Custom Forms.'
  4. Click 'Manage Form(s).'
  5. Click the 'X' next to the form that you want to remove from the object.
  6. Click 'I'm done managing' to save your changes.

Editing Multiple Custom Forms When Bulk Editing

For information about editing multiple custom forms when editing multiple objects simultaneously, see "Bulk Editing."

Modifying an Existing Custom Form

IMPORTANT: Removing fields from a form that has over 500 fields cannot be undone. Remove fields from a custom form that has over 500 fields only if you are certain that you will not want to re-add fields to the custom form in the future. Each time you remove a field, another field cannot be added to the custom form until the custom form has fewer than 500 fields. 

To modify an existing custom form:

  1. Click 'Setup' in the Global Navigation Bar. 
  2. Click 'Custom Forms.'
    ​Within the custom forms section, you can review all existing custom forms and all custom fields that have been created. In addition to reviewing this information, you can see who created a form and what fields are associated with what forms.
  3. Click the name of the custom form that you want to modify.
    For more detailed information about changes you can make, see "Creating Custom Forms."
  4. Make any desired changes, then click 'Save+Close.'

Removing Fields From a Custom Form Without Losing Data

To improve system performance and to make forms easier to use for users, you might want to remove fields from a custom form when the fields are no longer being used. Depending on the method that you use to remove fields from a custom form, you might lose historical data associated with the fields that you are removing.

IMPORTANT: Removing fields from a form that has over 500 fields cannot be undone. Remove fields from a custom form that has over 500 fields only if you are certain that you will not want to re-add fields to the custom form in the future. Each time you remove a field, another field cannot be added back to the custom form until the custom form has 499 fields or less. 

To remove fields from a custom form while maintaining the historical data:

  1. Determine which fields you want to remove from the original custom form. Do not remove any fields from the original custom form at this time.
  2. Create a new custom form, as described in "Creating Custom Forms."
    1. Add the fields to the new form that you want to remove from the original custom form.
    2. Save the new custom form that includes all of the fields that you are going to remove from the original custom form.
  3. Limit access to the custom form to only users with administrative access. 
  4. Apply the new custom form to the object where the original custom form is already applied, as described in "Applying Custom Forms Objects."
    Applying the new custom form to the object ensures that historical reporting data is not affected.
  5. Modify the original custom form and remove any fields. Remove only the fields that you previously added to the new form (in Step 2).
    For information about how to modify a custom form, see "Modifying an Existing Custom Form."
    The fields that you removed from the original custom form are now available only on the new custom form that you created. Users are able to see the custom form on the object, but users without administrative access are not able to modify the custom form.