Ability to Export Custom Forms (Object Details) | Community
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New Participant
March 22, 2017
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Ability to Export Custom Forms (Object Details)

  • March 22, 2017
  • 85 replies
  • 11839 views

With current setup you are able to check the box and export but the only thing exporting is the custom form title. It would be quite beneficial to be able to export custom forms that shows all fields within that form. Currently, I need to do a screen shot.

85 replies

kshimata
New Participant
June 23, 2020

I'm interested in seeing the mock ups for this feature.

New Participant
June 23, 2020

Very interested also, will be a great tool/feature for us to have.

New Participant
June 23, 2020

I'm interested in seeing/testing the mocks

New Participant
June 23, 2020

I would be very interested in seeing the mocks of this functionality.

New Participant
October 24, 2019

It would also be great to have these export with our own branding.

richardm3571977
New Participant
October 12, 2019

It looks like there are 2.5 years' worth of comments on this idea since it was first opened. Great to see that it's planned... when can we expect it?

New Participant
May 20, 2019

Seems crazy that this isn't a thing. I can left click and save a weird htm link that is of no use.


we have been able to persuade a few "outside" vendors to log in to workfront and use links to view data on custom form, that they need to then input into whatever they use, but many are reluctant as they already have several of their own platforms.


so we have to upload a word doc to some projects - (so it can be downloaded and emailed) we could easily capture this info even on a task level form if we could export it.


hope it's coming soon !!!


going to try that business case tab I read in this string somewhere--TY =)

New Participant
April 17, 2019

+1, this would be great as we use custom forms for marketing event requests and the forms are lengthy, but would be great if we can export and turn into a brief for the use by the greater marketing and sales teams in planning meetings. Excited to see that this is planned.

New Participant
April 10, 2019

Hi everyone!

Thanks for upvoting the idea!

I'm happy to announce that it is included in our product roadmap!

At the meantime, it'd be very helpful if you would continue sharing your use cases of custom forms export here.

Stay tuned for more updates!

New Participant
April 2, 2019

This would be super helpful! Please add!