Attach a custom form to an object

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Once a custom form is created, it needs to be attached to an object so data can be collected and eventually reported on in Workfront. Remember, the type of objects you can attach a custom form to depends on the object selected during the custom form creation.

If those objects need to be changed or updated, you can do that by editing the custom form.

Let’s add a custom form to a project. To do that, go to the Projects area.

Select a project. And go to the Project Details area in the left panel. The screen refreshes to show information captured for this project. Things like Planned Start Date, the portfolio this project is associated with, templates used to create the project, etc… In addition, you can see other custom forms that are attached to the project.

If your custom form needs to be attached, go to the Add custom form search box and either enter the name of the custom form.

Or simply click your mouse in the box and a list of available project custom forms appears. If you don’t see the custom form you’re looking for, it may not be associated with the project object. For that, you’ll need to edit the custom form and add the object.

At this point, your custom form is now attached and ready to be filled in.

Now, the most common use case for a custom form is to attach it to a request so important information can be captured up front. And although you can attach a custom form to an individual request, the best option is to attach the custom form to a request queue project so that every new request that’s created and submitted has that form already available to be filled in. For example, for every marketing request submitted, you want to have the Marketing Asset Request Info form attached. This way you can gather information about the target audience, what cost center the budget will be pulled from, the type of asset needed, etc. for each request submitted. So, to make sure that form is available for all marketing requests, go to the request queue project.

Select Queue Details in the left panel.

Scroll down until you find Custom Forms. Click on the Add Forms dropdown menu and select the desired custom form.

As a note, although it does not show the fields in the form here, you can always view the form after it’s attached through a request, or if you have permission, through the Custom Form section in the set up area. When done, click Save.

A custom form is now attached to any request submitted through the queue.

Now that a custom form has been attached to an object, users can start entering information into those fields and you can create reports to show the data.