Ability to Export Custom Forms (Object Details)

Thank you for your feedback and comments. Having the ability to hide empty fields is something we have considered, especially as part of an export to excel. Right now, we have no estimated dates as to when this would be available, but here is a link to a related idea which would support exporting custom forms from the setup area: https://one.workfront.com/s/idea/0870z000000XiWSAA0/detail. @Amber and @Mary you may want to upvote this one if you haven't already.

@Natalie – good question; the business case export option is still available.

I would agree with Amber. As a project manager, exporting the custom form out of a project is a really great option to have.

But as an admin, being able to export the entire custom form with all the fields, display logic, etc. is critical. And if that is possible, being able to export it to Excel so if you need to mock up changes, adjust information, it would be better to have that in Excel rather than a PDF.

This is a great step towards what we need. I agree with Natalie and John that it would be nice not to display fields or section headers that don't have any data entered on the particular object.

However, I also have the need for just the opposite. As an admin, I want to be able to export the entire custom form, ALL fields with the display logic noted, so that I can review and rework forms. It looks like you can only export the custom form when it is attached to an object. I would like to export the form from the Custom Form setup area.

I totally agree with John! I am so glad this is an option, but also feel the same way about hiding empty fields. Many of our custom forms have tons and tons of fields and many are not always relevant to the project. I did notice that export looked almost identical to the Business Case. Is the business case export option no longer available and being replace by this?

I love the fact that this is now a thing in Preview and I'm extremely excited that we'll have this ability!

Of course, it wouldn't be an Inno Lab comment if there wasn't a but... :D

Currently, the PDF shows all fields--including those which are empty. Is this something that will be changed in future tweaks/releases?

Don't want to make the perfect the enemy of the good; I'm very excited that this is coming soon. But...of course I had to ask.

@Stacy - yes, this new feature should be available in your Preview environment now. Check out the full details and demo video here: https://one.workfront.com/s/document-item?bundleId=workfront-classic&topicId=Content%2FProduct_Announcements%2FProduct_releases%2F20.4_release_activity%2F20-4-project-mgt-enhancements.htm. Third video from the top.

Sounds great and this will definitely a great addition.

Also interested in seeing the mock ups.

Mvh

Kundan

Excited that this is on the Roadmap! Do you have an idea of when it might launch?

Thanks for your interest. I will reach out to a few of you separately.

I'm interested in seeing the mock ups.