Add or edit a custom field, section break, or widget
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.
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 Design a form with the form designer, Add a custom field to a custom form, and Add or edit an asset widget in a custom form.
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.
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.
See more information about these options:
- If you are using the form designer, see Design a form.
- If you are using the custom form builder, see Add a custom field to a custom form or Add or edit an asset widget in 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.
See more information about these options:
- If you are using the form designer, see Design a form.
- If you are using the custom form builder, see Add a custom field to a custom form or Add or edit an asset widget in a custom form.
-
When you are finished, click Edit.