Add or edit a custom form to a document
You can add a custom form to a document or to a document version to capture additional information or metadata specific to your assets.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront licenses |
Contributor or higher Request or higher |
| Access level configurations | Edit access to Documents |
| Object permissions | Manage access to the Document |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Prerequisites
- The custom form must be shared with you
Add a custom form in the legacy documents area
If your organization is on legacy Workfront Storage, you will see the legacy documents area when you access documents in Workfront. For more information about Workfront Storage, see Differences between Adobe enterprise storage and legacy Workfront storage.
To add a custom form to a document:
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Go to the project, task, or issue that contains the document, then select Documents.
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Find the document you need.
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Click the Summary icon
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In the Add custom form box, begin typing and select a custom form. The form saves automatically to the document.
note note NOTE Only active custom forms display in the drop-down menu. You can add up to 10 custom forms per document. If you need to create a custom form, see Create a custom form.
Edit a custom form in the legacy documents area
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Go to the project, task, or issue that contains the document, then select Documents.
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Find the document you need.
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Click the Summary icon
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Click Edit in the top-right corner, then expand the desired form.
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Make the needed changes, then click Save.
Add a custom form in the new document area
If your organization uses enterprise storage, you will see the new documents area when you access documents in Workfront. For more information about enterprise storage, see Adobe enterprise storage overview.
To add a custom form to a document:
- Go to the project, task, or issue that contains the document, then select Documents.
- Select the document you need.
- In the Details section on the right, click Edit.
- In the Custom Forms field, begin typing and select a custom form.
- Click Save. The custom form appears in the details section.
Edit a custom form in the new document area
- Go to the project, task, or issue that contains the document, then select Documents.
- Select the document you need.
- In the Details section on the right, click Edit.
- In the Custom Forms section, find the form you want to edit.
- Make the needed changes, then click Save.