Attach a Custom Form to a Business Case

Last update: October 23, 2024

CREATED FOR:

  • User

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:

Adobe Workfront plan*Pro or higher
Adobe Workfront license*Plan
Access level configurations*

Edit access to Projects

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions or higher to the project

For information on requesting additional access, see Request access to objects.

*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:

  1. Go to the project you want to attach the form to, then click Business Case in the left panel.

    The Business Case displays.

  2. In the  Custom Form section, select the custom form you want to attach from the drop-down menu.

  3. (Optional) Select  Edit Custom Form.

  4. (Optional) Specify information in the fields of the custom form, then click  Save .

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