Design a form from a copy
You can design a new custom form that is based on an existing one. You can attach custom forms to different Workfront objects to capture data about those objects.
Access requirements
You must have the following to perform the steps in this article:
For more detail about the information in this table, see Access requirements in Workfront documentation.
Copy a custom form to create a new one
-
Click the Main Menu icon
-
Click Custom Forms.
-
Select the custom form that you want to use as the basis for a new custom form, then click
-
In the Custom Form Copy box that appears, type the following information:
table 0-row-2 1-row-2 layout-auto html-authored no-header 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.
-
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.
-
Select the form that you just copied, then click
-
Make any changes to the form, as explained in the following sections of the Design a form article:
-
(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.