Edit information in custom form fields

Go to any list of objects for which you want to edit information on the custom form, except for a list of iterations.

Select one or several objects in the list, then click the Edit icon at the top of the list.

Click Custom Forms in the left panel, inside the Edit < object > box.

When there is a custom form attached to the object, the name of the form displays as an area in the Custom Forms section.

Start entering information in any field that you have access to.

If multiple custom forms are attached to the object, do this for every form.

Depending on the type of field you are working in, consider the following:

• You can select only one option for radio-button fields.
• You can select one or multiple options in a checkbox field, depending on how the form creator configured the field.
• You can select one or multiple options in a multi-select drop-down field, depending on how the form creator configured the field.
• You can format text fields (bold, italicize, or underline) only if the user who created the form set them up as a Text Field with Formatting field type. Single Line Text Fields and Paragraph Text Fields cannot be formatted.
• You can update the time of the day in a Date field type only if the user who created the form has included it when creating the field.

For information about all of the field types, see Create a custom form.

Click Save.

note important
IMPORTANT
You must complete all required fields on the form before you can save the form. The name of a required field is followed by an asterisk.

When someone changes data in another object that is referenced by calculated custom fields in your object, the changes are not reflected automatically in your object. For information about manually updating all calculated custom fields in your object, see Recalculate all calculated custom fields for an object in this article.

When dependent fields on the page are modified, calculated fields on the custom form are dynamically re-calculated in real time. You can see the new calculated field value without saving the form, but it is not actually applied to the form and the object until you save the changes. This applies to calculated fields on default forms as well as custom forms.

You can also manually update all calculated custom fields for an object when you bulk-edit the object along with other objects in a list. For instructions, see Recalculate all calculated custom fields for multiple objects in a list when editing the objects in this article.

(Conditional) To update the custom fields for an iteration custom form, fo the following:

1. Go to an iteration.

2. Click Custom Forms in the left panel.

3. To add custom forms, start typing the name of a form in the Add custom form field in the upper-right corner of the page

   Or

   Click the Edit icon in the same area to start editing the fields on the attached forms.

   

4. Click Save Changes.

Go to the main page of one of the following objects whose custom fields you want to recalculate:

• Project
• Task
• Issue
• Portfolio
• Program
• Document

Click the More menu to the right of the object’s name, then click Recalculate Expressions.

This recalculates all custom fields on the object’s form.

Go to a list of the following object types whose objects contain custom forms with calculated fields:

• Users
• Companies
• Billing Records

Select the objects whose calculated custom fields you want to update.

Click the Edit icon.

Click Custom Forms in the left menu, then select Recalculate Custom Expressions.

Click Save or Save Changes.

Workfront calculates all custom fields for all the selected objects.

Go to a project list or report and select one or several of the following object types:

• Projects
• Tasks
• Issues
• Portfolios
• Programs
• Expenses

Click the More menu , then click Recalculate Custom Expressions.