Design a form from a copy with the form designer

Last update: 2023-12-05
  • Created for:
  • Admin

You can design a new custom form that is based on an existing one. You can attach custom forms to different Workfront objects to capture data about those objects.

Access requirements

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

Adobe Workfront plan*

 Any
Adobe Workfront license*

New plan: Standard

or

Current plan: 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.

Copy a custom form to create a new one

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

  2. Click Custom Forms.

  3. Select the custom form that you want to use as the basis for a new custom form, then click Copy.

  4. In the Custom Form Copy box that appears, type the following information:

    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.

  5. 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.

  6. Select the form that you just copied, then click Edit.

  7. Make any changes to the form, as explained in the following sections of the Design a form article:

  1. (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.
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