Add or edit a custom form to a document

Last update: 2022-07-26
  • Created for:
  • User

You can add a custom form to a document or to a document version to capture additional information or metadata specific to your assets.

Access requirements

You must have the following:

Adobe Workfront plan*

Any

Adobe Workfront licenses*

Request or higher

Access level configurations*

Edit access to Documents

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 modify your access level, see Create or modify custom access levels.

Object permissions

Manage access to the Document

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.

Prerequisites

  • The custom form must be shared with you

Add a custom form

To add a custom form to a document:

  1. Go to the project, task, or issue that contains the document, then select Documents.

  2. Find the document you need.

  3. Click the Summary icon , then find the Details section.

  4. In the Add custom form box, begin typing and select a custom form. The form saves automatically to the document.

    NOTE

    Only active custom forms display in the drop-down menu. You can add up to 10 custom forms per document. If you need to create a custom form, see Create or edit a custom form

Edit a custom form

  1. Go to the project, task, or issue that contains the document, then select Documents.

  2. Find the document you need.

  3. Click the Summary icon , then find the Details section near the top.

  4. Click Edit in the top-right corner, then expand the desired form.

  5. Make the needed changes, then click Save.

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