Skip to main content
SamanthaIsin
SamanthaIsin
New Participant
September 25, 2020
Question

Adding Custom Forms to Documents

  • September 25, 2020
  • 2 replies
  • 609 views

I would like to begin adding custom forms to our documents for some reporting features we want to use - the problem is we have to add each custom form.

When we create projects we use templates that already have custom forms attached. Is there a way to attach custom forms to documents based on a template? Or a default? or any other way to add custom forms too documents that isn't one-by-one.

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    2 replies

    M
    MatFix
    New Participant
    November 24, 2021

    Hi !

    Thanks Doug for potential workaround. Unfortunately that will not work on my side.

    Really hope that this will be improved on workfront at one point.

    Submitted a related idea : https://one.workfront.com/s/idea/0874X000000oOaaQAE/detail

    Cheers,

    Doug_Den_Hoed__AtAppStore
    Doug_Den_Hoed__AtAppStore
    New Participant
    September 25, 2020

    Hi Samantha,

    I invite you to consider our Excel Updater solution which will allow you to efficiently add custom forms to multiple documents, and (in a second pass) optionally update the data, too.

    For background, Custom data on Documents are treated differently than on data (such as Projects, Tasks, Issues, etc.), and one of the main differences is that they cannot be bulk attached; which is why we (recently) enhanced Excel Updater to fill that need.

    Regards,

    Doug

      Terms & ConditionsAccessibility statement

      Loading footer...