Attach a Custom Form to a Business Case
Custom Forms are used to collect information that is not displayed in existing Adobe Workfront fields.
For more information about creating Custom Forms, see the article Create a custom form.
Access requirements
You must have the following access to perform the steps in this article:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Attach Custom Forms to projects
You can attach Custom Forms to a project in the following areas:
-
When editing a project, in the Project Details section.
-
When editing a project, in the Edit Project box.
-
When editing multiple projects in bulk, from a list of projects.
For information about attaching custom forms to projects while editing one or multiple projects, see the article Edit projects.
-
When building the Business Case of a project, in the Business Case as described in this article.
For information about attaching custom forms to objects, see Add a custom form to an object.
Attach Custom Forms to the Business Case
To add a custom from to a Business Case, your Workfront administrator needs to select this option in Setup. For more information about enabling custom forms in Setup, see the section Configure system-wide project preferences in the article Configure system-wide project preferences.
To attach a custom form:
-
Go to the project you want to attach the form to, then click Business Case in the left panel.
The Business Case displays.
-
In the Custom Form section, select the custom form you want to attach from the drop-down menu.
-
(Optional) Select Edit Custom Form.
-
(Optional) Specify information in the fields of the custom form, then click Save .