Move objects between Workfront environments with environment promotion

NOTE
Environment promotion will be available in sandbox, preview, and production environments with the 24.6 release (June 13, 2024).

Environment promotion allows you to move objects from one Workfront environment to another, such as from a sandbox environment to a production environment. You can configure and test objects without any risk to your organization’s data and records. You can then move those objects to production without having to reconfigure them, saving time and effort.

Previously, objects would need to be configured in production environments separately from sandbox or preview environments.

For more information about environment promotion, see Overview of moving objects between Workfront environments (Environment promotion)

View a video demonstration of this feature

IMPORTANT
Environment promotion is only available for organizations on the new Prime or Ultimate plans.

Share custom forms and custom fields in the custom form designer

NOTE
Preview release: June 6, 2024; Production release for all customers: June 13

You can now share both custom forms and custom fields within the new form designer. This allows greater collaboration between users on custom forms.

For more information, see Share a custom form and Configure sharing for custom fields and widgets with the form designer.

Add a new custom field from the Fields area

NOTE
Preview release: June 6, 2024; Production release for all customers: With the 24.7 release (July 18, 2024)

You can now add a new custom field or widget directly from the Fields area in Workfront, without opening a custom form to create the field. This allows you to quickly create reusable custom fields.

This feature is available with both the custom form designer and the legacy custom form builder.

For more information, see Add or edit a custom field, section break, or widget.

Multi-select dropdown field type available on the form designer

NOTE
Preview release: June 4, 2024; Production release for all customers: June 4, 2024

To help you define dropdown fields more easily, we have added the Multi-Select Dropdown field to the custom form designer. This field type allows users to choose more than one option from a dropdown list.

You are still able to create a single-select dropdown field and change the display type to Multi-Select Dropdown.

This option is not available in the legacy form builder.

For more information, see Create a custom form.

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