Copy a custom form to create a new one with the legacy builder
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.
You can create a new custom form that is based on an existing one.
Access requirements
You must have the following to perform the steps in this article:
For more detail about the information in this table, see Access requirements in Workfront documentation.
Copy a custom form to create a new one
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Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .
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Click Custom Forms.
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Select the custom form that you want to use as the basis for a new custom form, then click Copy or .
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In the Custom Form Copy box that appears, type the following information:
table 0-row-2 1-row-2 layout-auto html-authored no-header Form Name Type a name for the copied form. Form Types In the Form Type box, select the object types that you want the custom form to work with, and click the X next to any types that you want to remove. Types that are already associated with the form are disabled in the list.
The form must be associated with at least one object type.
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Click Copy Form.
In the original form, if calculated fields reference fields that are incompatible with an object type you add to the new form, a message prompts you to change the calculations in those fields.
Similarly, if an access option for a section break on the original form isn’t compatible with an object type you add to the new one, a message prompts you to adjust the option.
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Select the form that you just copied, then click Edit.
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Make any changes to the form, as explained in the following articles:
- Copy a custom form to create a new one with the legacy form builder
- Add calculated data to a custom form with the legacy form builder
- Position custom fields and widgets in a custom form with the legacy form builder
- Add or edit an asset widget in a custom form with the legacy form builder
- Reuse an existing calculated custom field in a custom form with the legacy form builder
- Add display logic and skip logic to a custom form with the legacy form builder
- Preview and complete a custom form with the legacy form builder
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(Optional) After you click Save+Close, attach the form to the object where you want to use it, as described in Add a custom form to an object.