Custom forms overview

You can build a custom form that users can attach to a Workfront object. Users who work on the object can fill out the custom form to supply information about the object.

For example, a user can attach the following custom form to a project so that users on the project can request marketing content for the project:

Custom fields and widgets

Workfront provides many built-in fields for each object type. In a custom form, you can create additional fields that prompt users for information that is unique to their workflows. These custom fields are the building blocks of a custom form.

You can add the following types of custom fields to a custom form in Workfront:

  • Single line text field
  • Paragraph text field
  • Text field with formatting
  • Dropdown
  • Calculated
  • Date
  • Checkboxes
  • Radio buttons
  • Descriptive text

How to create a custom form

There are two options to create a custom form in Workfront. You can use the Legacy custom form builder or the new form designer:

Objects where users can attach a custom form

Users can attach custom forms to the following object types:

  • Project (including Business Cases)
  • Task
  • Issue
  • Company
  • Document
  • User
  • Program
  • Portfolio
  • Expense
  • Group

For instructions, see Add a custom form to an object.

Users who create a custom form can configure it to work with more than one object type.

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