Second Quarter 2024 Administrator enhancements

Last update: October 23, 2024

CREATED FOR:

  • User

This page describes all administrator enhancements made with the Second Quarter 2024 release to the Preview environment. These enhancements will be made available in the Production environment as noted.

For a list of all changes available at this point in the Second Quarter 2024 release cycle, see Second Quarter 2024 release overview.

Display logic and skip logic are now available in the form designer preview mode

NOTE
Preview release: March 28, 2024; Production for all customers: 24.4 (April 11, 2024)

The beta custom form designer now allows you to test your display logic and skip logic in preview mode. Previously, all fields were displayed in the preview even when logic was applied.

For more information on previewing a custom form in the form designer, see Organize and preview a form with the form designer.

Companies and users now support advanced custom form fields

NOTE
Preview release: March 14, 2024; Production for all customers: 24.4 (April 11, 2024)

Advanced custom form features such as External Lookup fields and Workfront native fields are now available when you attach a custom form to a company or a user. The advanced features are available on the Company Details and User Details pages, not on the Edit Company and Edit User dialogs. The custom form must be created in the new form designer to take advantage of these field types.

For more information about custom form fields, see Create a custom form.

JumpSeat integration now available for new package types

NOTE
Preview release: February 26, 2024; Production for fast release: With the 24.3 release (March 14, 2024); Production for all customers: 24.4 (April 11, 2024)

The existing JumpSeat integration is now available to accounts using one of the new package types (i.e., Select, Prime, or Ultimate). You must still have an active JumpSeat subscription to enable the integration.

For more information on the JumpSeat integration, see Configure the JumpSeat integration.

Workfront native fields are available in the form designer beta

NOTE
Preview release: February 29, 2024; Production for fast release: With the 24.3 release (March 14, 2024); Production for all customers: 24.4 (April 11, 2024)

Fields native to Workfront are now available for you to add to your custom forms. This new field type allows you to organize and present data to your users in a logical way, without having to re-create existing data in custom fields.

After you select Native Field in the custom forms field list to add the field to the form designer, you can select any native field for the form’s objects. For example, if the Object Types list at the top of the form designer shows Project, you will be able to select native fields for projects but not fields that are specific to tasks.

When the custom form is attached to an object, the field is populated from the object data. For example, the Description field on a custom form attached to a project will pull in the project description. (The field may show “N/A” if no data is available.)

Native fields used in custom forms become available in the field library in the designer for re-use, They are also visible in the Setup > Custom Forms > Fields area so that you can see which forms they are used in.

This feature is available only in the form designer beta, not in the legacy form builder.

For more information, see Create a custom form.

View a video demonstration of this feature.