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Add or edit a custom field, section break, or widget

Last update: Fri Jun 28 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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 Design a form with the form designer.

Access requirements

You must have the following to perform the steps in this article:

Adobe Workfront plan
Any
Adobe Workfront license

New: Standard

or

Current: Plan

Access level configurations
Administrative access to custom forms

For more detail about the information in this table, see Access requirements in Workfront documentation.

Add a custom field or widget

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Custom Forms.

  3. Click Fields to open the Fields area.

  4. Click New Custom Field.

  5. In the box that displays, enter the required and optional information for the item you are adding.

    For more information, see Design a form.

  6. Click Create.

Edit a custom field, section break, or widget used in a custom form

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Custom Forms.

  3. Click Fields to open the Fields area, or Sections to open the Sections area.

  4. Select the custom field, section break, or widget, then click Edit icon .

  5. In the box that displays, change any of the options available for the item you are editing.

    For more information, see Design a form.

  6. When you are finished, click Edit.

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