Form designer overview

You can use the new form designer to design a custom form that users can attach to a Workfront object. Users who work on the object can fill out the custom form to supply information about the object.

The new form designer has a new canvas-style workspace that allows you to view the fields, canvas, and field settings all at the same time. It also allows you to drag-and-drop fields within the sections while designing your form.

Sample form designer

How to access the form designer

A button at the top of both the new form designer and the legacy form builder allows you to switch between the versions.

Switch to new form designer

New functionality available with the form designer

With the new form designer, we’ve added the ability to:

  • Copy a field: You can now copy existing fields by clicking on the Copy icon on the fields directly from the canvas.

  • Change the size for Descriptive text: You can now assign small, medium, or large sizes to Descriptive text fields. You can also use them on the same row with other fields.

  • Use a Default section: If the form creator has not added a section at the top of the form, a Default section is now visible in the canvas, so that users can adjust the permissions for fields that have no custom section assigned.

    note note
    The Default section is not visible within objects once the form is attached to the object.
  • Use an External Lookup field: This field type calls an external API and returns values as options in a dropdown field.

Functionality removed from the form designer

We’ve removed the following functionality from inside the form designer:

  • Form settings are now available at the top of the canvas

  • Track field changes in update feeds

    note note
    You can find this option in Setup > Interface > Update Feeds