You can export the Overview and the custom form information from the Details section of an object to a PDF file. You can then print or share the PDF with other users.
This functionality is supported for the following objects:
The fields in the Details section that your Workfront or group administrator removed using a layout template do not display.
You must have the following:
Adobe Workfront plan*
Adobe Workfront license*
Request or higher for issues
Review or higher for projects and tasks
|Access level configurations*||
View or higher for Projects, Tasks, and Issues
Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.
View or higher permissions to the project, task, or issue whose form you want to export
For information on requesting additional access, see Request access to objects .
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Before you start, you must have all of the following:
Have a custom form created for a specific object where you want to export it from.
Have the custom form attached to the object
Have the correct access to attach a custom form and edit the information on the form.
For information about creating custom forms, see Create or edit a custom form.
For information about attaching forms to objects, see Add a custom form to an object.
Exporting information from the Details section of an object is identical for all objects where it is suppoorted.
Go to a project, task, portfolio, program, or issue for which you have at least View permissions.
Click the “Details” item on the left panel, such as Task Details.
(Optional) If there is no custom form attached to the object, start typing the name of a custom form in the Add custom form field, then click it when it appears in the list.
You can add up to 10 forms.
(Optional) Update information in the Details section, then click Save Changes.
Click the Export drop-down menu in the upper-right corner, select Overview, or the forms you want to export, then click Export.
You can also select Select all if you want to export the Overview area and all the custom forms.
The following scenarios may exist:
A PDF file is produced and downloaded to your computer. The PDF file contains the following information: