Create or edit a custom form with the legacy form builder

Last update: 2024-01-22
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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 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 with the legacy form builder.

This article describes how you can create a custom form using the legacy form builder. For information about creating a custom form using the form designer see Design a form with the form designer.

Access requirements

You must have the following to perform the steps in this article:

Adobe Workfront plan

Any
Adobe Workfront license

New: Standard

or

Current: Plan

Access level configurations

Administrative access to custom forms

For more detail about the information in this table, see Access requirements in Workfront documentation.

Start creating a custom form

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon.

  2. Click Custom Forms in the left panel.

    Custom forms display in a list. You can review all custom forms and custom fields that have been created for your organization. You can also see who created each form, the objects associated with it, and whether it is active.

  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.

  7. (Optional) 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.

  8. Click Done in the lower-left corner of the screen.

    TIP

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

  9. 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 Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon.

  2. Click Custom Forms in the left panel.

    Custom forms display in a list. You can review all custom forms and custom fields that have been created for your organization. You can also see who created each form, the objects associated with it, and whether it is active.

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

  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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