Find the object where the custom forms are attached
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Click the Main Menu icon
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Click Custom Forms > Fields.
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Apply the Field List view to find the calculated field you are trying to modify, and make note of every custom form on which it is used (e.g. Form 1, Form 2, Form 3) .
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Click Forms, then apply the Form List view.
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Click the Filter drop-down list, then New Filter.
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Click Add a Filter Rule, then start typing “custom form name” and select this value when it displays in the list.
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Select Equal for the filter modifier, start typing the name of each form you made a note of in Step 1, then select it when it displays.
Example: Custom Form Name Equals Form 1, Form 2, Form 3.
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Click Save Filter, then name the new filter, and click Save Filter.
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In the list of forms, make note of the object type of the filter, such as Task or Issue, that displays in the Type column.
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On each custom form you found in Step 1, create a new Checkbox custom field with a single default value of Yes.
Example: Field 1 on Form 1 = Yes, Field 2 on Form 2 = Yes, Field 3 on Form 3 = Yes. This means “The Calculated Custom Field exists on Form 1,” or “The Calculated Custom Field exists on Form 2,” and so on.
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In the Search icon
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Click the object of your custom form (such as Issue), click Filter your results, then click Add a filter.
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Start typing the name of a Checkbox field in the Start typing field name field and select it when it displays in the list, then select Equal and type Yes (without quotation marks) in the following box.
Example: Field 1 Equal (Case Sensitive) Yes.
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Click Add a Filter and add all Checkbox fields to your Advanced Search.
Look for every possible combination.
Example: Build several filters with the combinations you find, as listed below. You should find objects with multiple attached custom forms that contain the same calculated fields. You might find the following scenarios:
- Field 1= Yes + Field 2 = Yes + Field 3 = Yes (no objects, for example)
- Field 1= Yes + Field 2 = Yes (no objects, for example)
- Field 1= Yes + Field 3 = Yes (two objects, for example)
This means that the calculated field exists on both Form 1 and Form 3, because the corresponding Checkbox fields (Field 1 and Field 3) exist on these objects.
Field 2 = Yes + Field 3 = Yes (no objects, for example)
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Continue on to one of the following sections in this article:
Remove one of the custom forms from the object and edit the calculation there
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Find the object where the custom forms are attached, as explained in Find the object where the custom forms are attached in this article, then open the object.
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Remove one of the custom forms from the object, then save the object.
NOTE
To add the fields from the form you removed from the object, you might need to edit the custom form that remains attached to the object. This way, you can preserve the custom data information on the object. -
In the custom form you removed, edit the calculation for the custom field you were trying to update originally, then click Save.
This time, Workfront should not encounter a conflict.
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(Optional) Remove the Checkbox fields from the custom forms or delete them from Workfront.
Make identical edits in the calculation in all of the attached custom forms
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Find the object where the custom forms are attached, as explained in Find the object where the custom forms are attached in this article.
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Remove the field from all of the custom forms that are attached to the object, then save the forms.
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Add the custom field containing the new calculation back to the custom forms.
IMPORTANT
The calculations must be identical in all of the attached custom forms. -
(Optional) Remove the Checkbox fields from the forms or delete them from Workfront.
Add a new calculated field containing the edited calculation to one or all of the attached custom forms
To avoid losing data in the existing calculated custom field, or if you need to the edited calculation in only one of the custom forms attached to the object you found:
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Find the object where the custom forms are attached, as explained in Find the object where the custom forms are attached in this article.
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Add a new calculated custom field containing the calculation you need to one or all of the forms.
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Rename the old calculated custom field Obsolete.
On all of the forms that were attached to the object, this older calculated custom form preserves its historical data, but users stop using it.
IMPORTANT
The older field might be referenced in other calculated custom fields, so you need to update those calculations after changing its name. -
(Optional) Remove the Checkbox fields from the forms or delete them from Workfront.