Create or edit a custom form

You can create or edit new custom form. Both tasks are explained in this article.

For information about creating a new custom form from an existing one, see Copy a custom form to create a new one.

Access requirements

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.

Start creating a custom form

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .

  2. Click Custom Forms in the left panel.

    In the view that appears, you can review all custom forms and custom fields that have been created for your organization. You can also see who created each form and the fields that are associated with it.

  3. Click New Custom Form.

  4. Select at least one object type that you want to associate with the custom form, then click Continue.

  5. On the Form Settings tab that opens, type a Form Title and an optional Description for the custom form.

  6. (Optional) If you want to add more object types to the form so that it can be attached to more objects, click the plus sign after Object Types, then select the object type you want in the menu that displays.

    You can repeat this to add as many object types as you want.You can also click the X on an object type to delete it from the form.

    For information about deleting object types from a custom form you have already saved, see Delete object types on a custom form.

  7. Click Done.

    TIP

    You can click Apply at any point while you are creating a custom form to save your changes and keep the form open.

  8. If you want to add a new custom field to the form, continue on to Add a custom field to a custom form or Reuse a custom field or widget in a custom form.

    Or

    If you want to continue building your custom form in other ways, continue on to one of the following articles:

Start editing a custom form

You can edit a custom form any time after it has been created.

CAUTION

For information about removing fields from a custom form without losing data that users have entered in those fields, see the section Remove a custom field without losing data that users have entered in the article Delete a custom field or widget from the system.

In general, we recommend minimizing the number of times you edit a custom form that is already in use. There is no notification system to alert people who use the custom form about your changes.

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .

  2. Click Custom Forms in the left panel.

    In the view that appears, you can review all custom forms that have been created for your organization. You can also see who created each form, which object type it works with, and whether it is active.

  3. Select the custom form you want to edit, then click Edit.

  4. (Optional) To change the title and description of the custom form, click the Form Settings tab, then type a Form Title and Description.

  5. (Optional) If you want to add more object types to the form so that it can be attached to more objects, click the plus sign + after Object Types, then select the type you want in the menu that displays.

    You can repeat this to add as many object types as you want.

    You can also click the X on an object type to delete it from the form. This should be done with caution when you want to delete an object type from a custom form you have already saved. For more information, see Delete object types on a custom form.

  6. Click Done.

    TIP

    You can click Apply at any point while you are creating a custom form to save your changes and keep the form open.

  7. If you want to add a new custom field to the form, continue on to Add a custom field to a custom form or Reuse a custom field or widget in a custom form.

    Or

    If you want to continue building your custom form in other ways, continue on to one of the following articles:

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