Rename a custom form with the form designer

The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

You can rename a custom form any time after it has been created 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*

Current plan: Standard

or

Legacy 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.

Rename a custom form with the form designer

  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 rename, then click Edit.

  4. To change the title, click on the form name.

  5. To change the description, click into the description textbox.

  6. Click Save and Close.

    TIP

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

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