Ability to Export Custom Forms (Object Details)

We would move more of our creative brief process to Workfront if there was a way to export the data in custom forms! PDF, Word, Excel, etc. would be great.

This would be incredibly helpful!

That could be excellent to export in Excel sheet.

Yes please, this functionality will be warmly welcomed in both PDF and excel.

I agree - export to Excel would be very beneficial.

PDF is helpful, but Excel would have the added funtionality of sorting, etc. of the custom fields and selections.

Hoping WF can make this happen!

~j

+1 for me too. The real motivation for my use case is the lack of version control.

Plus when sharing a brief with executives it makes the content much easier to digest if it isnt within the system. A high resolution rendering vs engineering blue print if you will.

One thing we have been using in the meantime is the business case tab on the project. If the custom form you want to export is on the project-level, you can setup your business case to include the project's custom forms and then export the business case. It comes with much more data than is needed, but it has at least been a partial workaround while this much needed feature is added.

This would be a huge beneficial! In addition to all of the reasons above, we could use this as there is no version control when forms are updated.

Agree-- this is needed desperately. I get that display logic may be a challenge as some fields only show up of others are selected, but even if WF could find a way to display ALL potential fields that could display on a custom form would be helpful. Even better would be if ALL the form's fields would display and some of them were flagged as having attached logic. that way, if you ever needed to re-create one you would easily be able to see what logic you have applied.

Fully agreed. This would be a big win for many of our teams.