Rename a custom form
You can rename a custom form any time after it has been created with the form designer.
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.
Rename a custom form with the form designer
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Click the Main Menu icon
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Click Custom Forms in the left panel.
In the view that appears, you can review all custom forms that have been created for your organization. You can also see who created each form, which object type it works with, and whether it is active.
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Select the custom form you want to rename, then click
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To change the title, click on the form name.
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To change the description, click into the description text box.
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Click Save and Close.
note tip TIP You can click Apply at any point while you are creating a custom form to save your changes and keep the form open.