Custom forms are a powerful tool allowing organizations to capture key metrics, centralize relevant information, and customize reporting within their Adobe Workfront environment. In this upcoming Coffee Break scheduled for July 31 at 9am PDT, join the Adobe Workfront Scale Customer Success team for an exclusive opportunity to ask questions related to Custom Forms.  

This text-only event takes place here in the Workfront Experience League Community! Post your burning questions, hot tips, and key takeaways, and let’s chat about them! Our experts will be interacting live on this thread for that hour, but the conversation can always continue!  

Please note that this is a TEXT-ONLY event and there will be NO webinar link or video call with the experts. This also means that there will be no recording or sign-up page, thank you for your understanding! Be sure to check out our Experience League Events page for more conventional event formats!

For some guidance, here are some sample topics you can ask the Workfront Scale Customer Success team about:

• What’s the difference between the Field Label and the Field Name? 
• Do you have any recommendations or best practices for using custom forms to collect information outside of just incoming requests? 
• How can I hide custom fields from my users, but still capture data for reporting?  
• What happens if I accidentally delete a custom form? Can I get that data back?  

We also strongly recommend the following resources to get you up to speed with this topic:

• Workfront Tutorials: Create and Share a Custom Form
• Workfront Documentation: Custom Forms Overview

Ground Rules and Guidelines:

• All content pertaining to this Coffee Break topic (Custom Forms) will occur solely on this thread. There will be NO live webinar link or recorded video call.
• If you CANNOT attend the live Coffee Break session due to an existing obligation, you can ask your questions in advance by replying to this event at the bottom of the page. Your question will be answered in the order that it was received. 
• Add your questions below by commenting on this thread: 
  • Begin your question with one of our hosts' Community Usernames: @nicholevargas ,@lesliespier, @cynthiaboon 
• Make sure to refresh this Coffee Break page periodically to catch new questions and responses. You can respond at any time to:
  • Clarify your questions
  • Ask follow-up questions and provide additional details
  • View Questions posted by your Community peers and upvote or comment on replies that you find interesting
  • Discuss further with your Workfront Community peers 🙂
    
    
    
• To disable email notifications for this thread, click the Options menu on the top right and select "Unfollow the conversation." This will prevent notifications from being sent to your email every time there is a new reply to the thread or comment.

Coffee Break Session Leaders

Cynthia Boon is a Business Process Professional dedicated to process improvement, building efficiencies, and implementing innovations to help organizations achieve strategic goals. With 20 years of project support and implementation, she has had the opportunity to serve as a technical writer, training facilitator, instructional designer, performance consultant, project manager, product owner, and systems administrator.

Nichole Vargas is a go-getter, committed to exceeding customer expectations. Her customer-focused mindset combined with experience in Customer Support and Training Operations at Adobe Workfront is the building blocks for which she helped to build an extremely successful Scale Customer Success program from the ground up. When she’s not challenging herself and others to choose courage over comfort to ensure personal and professional growth, you can find Nichole outside hiking with her golden retriever pup. 

Leslie Spier is a dedicated customer advocate, with years of experience leading organizational change and driving marketing tech stack transitions over 10 years as a marketing project manager in both external agency and in-house agency environments. At Adobe, she has continued to be a trailblazer, piloting the first Workfront Customer Success Mid-Tier program before moving to the Scale Customer Success team where she shares her knowledge and enables connections across an even larger customer base.