Add or edit a custom field, section break, or widget
CREATED FOR:
- Admin
You can add a new custom field or widget directly from the Fields area in Workfront, without opening a custom form to create the field.
You can also edit the properties of a custom field, section break, or widget that is used in custom forms. These include the item’s label, name, instructions, and so on.
If you remove a custom field from a custom form, it still exists on all other forms it was added to, and you can edit it on a form or in the Fields area. For information on deleting a field, see Delete a custom field or widget from the system.
For information about custom fields and widgets in custom forms, see Create a custom form.
Access requirements
You must have the following access to perform the steps in this article:
New: Standard
or
Current: Plan
For more detail about the information in this table, see Access requirements in Workfront documentation.
Add a custom field or widget
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Click the Main Menu icon
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Click Custom Forms.
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Click Fields to open the Fields area.
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Click New Custom Field.
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In the box that displays, enter the required and optional information for the item you are adding.
For more information, see Create a custom form.
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Click Create.
Edit a custom field, section break, or widget used in a custom form
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Click the Main Menu icon
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Click Custom Forms.
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Click Fields to open the Fields area, or Sections to open the Sections area.
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Select the custom field, section break, or widget, then click
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In the box that displays, change any of the options available for the item you are editing.
For more information, see Create a custom form.
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When you are finished, click Edit.