Enable Custom Forms on Teams, Roles, Reports, and Dashboards | Community
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William--
New Participant
Jan 5, 2023 7:14 PM UTC
New

Enable Custom Forms on Teams, Roles, Reports, and Dashboards

Description
We have dozens of Roles, and hundreds of Teams, Reports, and Dashboards. The only tool that is built into Workfront to help us document and govern these objects is the Description field.  The absence of custom parameters on these objects is limiting in what and how we are able to document their usage.

We would like to attach custom forms on these object types so we can spend less time tracking down all the people and places throughout our instance that are impacted by updates to these objects.

This was enabled last year for other objects like Groups and Billing Records. The efficiencies gained by those enhancements should be further expanded to these additional object types.

Why is this feature important to you
It is challenging to track and document governance-related details on these objects because we have only the description field to do so, and that field is exposed to all users.

How would you like the feature to work
For Teams, Roles, Reports, and Dashboards, we would like to attach custom forms that we would design to help us in maintaining and governing those objects.

Current Behaviour
We have only the Description field to add all details about these objects, so are constrained by space, format, and visibility to users.

We have explored using Fusion to seed a collection of Projects and Tasks to add a lot of detail and metadata about these objects, but its tedious to maintain and isn't easily seen when someone is making updates to one of these objects. 

14 replies

Level 7
Oct 14, 2025 9:07 PM UTC

Upvoting this idea!  This is really needed.

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New Participant
Aug 21, 2025 7:20 PM UTC

I would like to further ask for this update. 

 

I maintain reports and dashboards, having custom fields would help me organize and keep track of which teams have which reports assigned to their use and other data that would be helpful.

 

Getting into Teams, I can see a huge benefit for custom form especially since often times the Team is more specific than Groups are, so metadata on Teams would be extremely helpful. 

 

Can this be added to H1 2026?

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jon_chen
Community Manager
Jun 13, 2025 9:22 PM UTC

Rolling this back to 'New' per @khachaturse's request. This idea is not being considered for this year, but may be reviewed again in the future. Thank you.

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Doug_Den_Hoed__AtAppStore
New Participant
Apr 17, 2025 12:52 PM UTC

 

Hi @khachaturse,

 

I am puzzled by reading your assertion that this "is not included in our plans for this year.", but also simultaneously "Status changed to: Accepted".

 

Perhaps the latter is in error, but I also wonder if (re)stating the status meanings would be helpful...

 

Regards,

Doug

 

cc @jon_chen 

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Employee
Apr 17, 2025 10:00 AM UTC

Hi everyone, this is a great idea but unfortunately it is not included in our plans for this year. 

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Employee
Nov 25, 2024 9:25 AM UTC

Hi everyone, 

 

In H1 2025, we don't have any plans of supporting custom forms on new object types. We will further investigate the idea and potentially include it in H2 2025.

 

Thanks for the idea!

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Employee
Sep 6, 2024 8:01 PM UTC

We would love to have a Team custom form, it would really help manage teams and their work, reporting, etc. with additional custom data for the Team.

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Employee
May 29, 2024 12:32 PM UTC

Hello @william-- ,

 

Thank you for the idea. We don't have this in our short term roadmap, but we definitely have enabling custom forms on more objects in our future.

 

We will keep you posted as soon as we have timelines.

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jon_chen
Community Manager
Apr 29, 2024 5:53 PM UTC

This idea is currently being investigated by the Workfront Product Management team. An official response will be provided by the end of May. Thanks for your patience!

@william-- 

@cthygersen 

@katherinela 

@sarahwilkersonca 

@mattmc2 

@doug_den_hoed__atappstore 

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cthygersen
New Participant
Aug 14, 2023 8:36 PM UTC

Yes! Please! This would be a great help for governance

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