By default, when you add a new custom field or widget to a custom form, anyone in the system with access to custom forms can edit the properties for that item, such as its label and name. You can change this by controlling who it can be shared with.
For information about custom fields and widgets in custom forms, see Add a custom field to a custom form and Add or edit an asset widget in a custom form.
You must have the following to perform the steps in this article:
Adobe Workfront plan* |
Any |
Adobe Workfront license* | Plan |
Access level configurations* | Administrative access to custom forms For information about how Workfront administrators grants this access, see Grant users administrative access to certain areas. |
*To find out what plan, license type, or access level configurations you have, contact your Workfront administrator.
Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup
.
In the left panel, click Custom Forms.
If you are configuring sharing for a custom field or widget in your organization’s Workfront instance, do the following:
Or, if you are configuring sharing for a custom field or widget in an existing custom form, do the following:
In the Custom Field Access box that displays, specify who you want to share the item with and how you want to share it:
Near the lower-left corner of the Custom Field Access box, under Give custom field access to, start typing the name of a user, team, job role, group, or company you want to share the item with, then click the name when it appears.
If you want to be more specific about how you want to share the item, click the drop-down list to the right of the name, then use any of the following options:
View it | You can click Advanced Settings to specify whether you want the user or users to be able to use their access to add the item to a custom form or share it with other users. |
Manage it | Allows access to edit the custom field and to see it in the Field Library and on the page where you build custom forms. You can click Advanced Settings to specify whether you want the user or users to be able to use their access to delete the item from the system or share it with other users. |
(Optional) Repeat the previous step to add other names to the list and configure their options.
(Optional) Click the gear icon in the top-right corner if you want to choose a system-wide sharing option for the field.
Not all of the following options display in this drop-down menu at the same time. For example, the second one displays only when one of the other two are selected.
Make this editable system-wide so that everyone in Workfront can edit it (the default option)
When you add a custom field or widget and you don’t limit sharing for it, everyone in the system who has access to custom forms can view it and edit its properties.
Remove system-wide edit access
Limits access to only those whom you added to the list.
Make this visible system-wide so that everyone in Workfront can see it
Click Save or Save + Close.
When someone shares a custom form with a group, job role, team, or company, the recipients inherit View access to any custom fields and widgets that are on the form. This level of access to those items on the form is always retained so that the form can function for the recipients as intended by the person who created it. This is true even for recipients who have Edit access to the form.
You can find out who has inherited access to a custom field or widget and you can remove access to it.
If a recipient has Manage access to a custom field or widget on the shared custom form, that access is retained for the recipient.
Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup
.
In the left panel, click Custom Forms.
Click the Fields tab, then select the field, image, or access widget.
In the box that displays, click Inherited Permissions and view the names that display.
Click Cancel.
If you need to remove access to a custom field or widget in a custom form that was shared, you need to unshare the form. For instructions, see in the section Remove access to a custom form in the article Share a custom form.