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

  1. Go to the object where you want to add the custom form.

  2. Click the More menu , then click Edit .

  3. Click Custom Forms > Add Forms, then select up to 10 forms from the drop-down menu.

  4. (Optional) Update the information in the editable fields on the custom form.

    You must update all required fields on the forms you add.

  5. Click Save.

Add a custom form to an object from the Details area

  1. Go to the object where you want to add the custom form.

  2. 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.

  3. 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.

  4. (Optional) Update the information in the custom fields of the form, then click Save Changes.