Create a form from a copy

Last update: February 12, 2025

CREATED FOR:

  • Admin

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

Expand to view access requirements for the functionality in this article.

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

Adobe Workfront planAny
Adobe Workfront license

New: Standard

or

Current: Plan

Access level configurationsAdministrative 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:

    Form NameType 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 icon .

  7. Make any changes to the form, as explained in the following sections of the Create a custom form article:

  8. (Optional) After you click Save and 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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