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Copy a custom form to create a new one with the legacy builder

Last update: Fri Jun 14 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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IMPORTANT
With the 24.7 release, the form designer will be generally available and will become the default experience for creating and editing custom forms in Adobe Workfront. The legacy form builder will no longer be available. We recommend that you switch to the form designer now and take advantage of its features.
For information, see Design a form with the form designer.
The legacy form builder was removed from the Preview environment on June 19, 2024, and will be removed from the Production environment with the 24.7 release in July.

You can create a new custom form that is based on an existing one.

Access requirements

You must have the following to perform the steps in this article:

Adobe Workfront plan
Any
Adobe Workfront license

New: Standard

or

Current: Plan

Access level configurations
Administrative access to custom forms

For more detail about the information in this table, see Access requirements in Workfront documentation.

Copy a custom form to create a new one

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Custom Forms.

  3. Select the custom form that you want to use as the basis for a new custom form, then click Copy icon .

  4. In the Custom Form Copy box that appears, type the following information:

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    Form Name Type a name for the copied form.
    Form Types

    In the Form Type box, select the object types that you want the custom form to work with, and click the X next to any types that you want to remove. Types that are already associated with the form are disabled in the list.

    The form must be associated with at least one object type.

  5. Click Copy.

    In the original form, if calculated fields reference fields that are incompatible with an object type you add to the new form, a message prompts you to change the calculations in those fields.

    Similarly, if an access option for a section break on the original form isn’t compatible with an object type you add to the new one, a message prompts you to adjust the option.

  6. Select the form that you just copied, then click Edit.

  7. Make any changes to the form, as explained in the following articles:

  8. (Optional) After you click Save+Close, attach the form to the object where you want to use it, as described in Add a custom form to an object.

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