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.
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
-
Click the Main Menu icon
-
Click Custom Forms.
-
Click Fields to open the Fields area.
-
Click New Custom Field.
-
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.
-
Click Create.
Edit a custom field, section break, or widget used in a custom form
-
Click the Main Menu icon
-
Click Custom Forms.
-
Click Fields to open the Fields area, or Sections to open the Sections area.
-
Select the custom field, section break, or widget, then click
-
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.
-
When you are finished, click Edit.