Edit information in custom form fields

Go to an object for which you want to edit information on the custom form.

Click <Object type> Details in the left panel.

For example, when editing information on a project custom form, click Project Details.

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

If necessary, click the arrow to the left of the name of the custom form to expand it.

Near the upper-right corner of the page, click the Edit icon .

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

Or

If no information has been entered yet on the form, click Add+ for any field you have access to and start entering information.

If multiple custom forms are attached to the object, you can 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 Design a form with the form designer.

Click Save Changes.

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.

Go to the main page of the object whose custom fields you want to recalculate.

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 objects that contain custom forms with calculated fields.

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 Changes.

Workfront calculates all custom fields for all the selected objects.