Prerequisites
Your Workfront administrator or a user with a Plan license and administrative access to custom forms must create custom forms in your environment before you can add them to objects. For more information, see Create a custom form.
Add a custom form to an object
You can add a custom form to an object in two ways:
Add a custom form to an object by editing the object
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Go to the object where you want to add the custom form.
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Click the More menu
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Click Custom Forms > Add Forms, then select up to 10 forms from the drop-down menu.
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(Optional) Update the information in the editable fields on the custom form.
You must update all required fields on the forms you add.
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Click Save.
Add a custom form to an object from the Details area
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Go to the object where you want to add the custom form.
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Click the
<Object type>
Details section in the left panel. For example, click Project Details to add custom forms to a project or Issue Details to add custom forms to an issue. -
Click the Add custom form field in the upper-right corner, then select up to 10 custom forms from the list that displays.
If the form contains any required fields (marked with a red asterisk), you don’t have to complete them at this time.
The selected forms are automatically attached to the object.
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(Optional) Update the information in the custom fields of the form, then click Save Changes.