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TracySa
New Participant
July 3, 2018
Question

Export Custom Form

  • July 3, 2018
  • 17 replies
  • 2730 views
Can a Custom Form be exported to a PDF? Tracy Sanders Humana - Care Plus Health Plans
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17 replies

EXP_-_DustinMa
Level 8
February 1, 2019

Hey Jill, Not quite. This guide will go over a bit more on how to use collections: https://support.workfront.com/hc/en-us/articles/115000586214-Referencing-Collections-in-a-Report

The API explorer is used to understand what fields are available, what objects you can reference from that object, and what 1:n objects you can reference. 1:n = 1 to many relationship in a database. -- We use Oracle as our DB. So quick example: Look at Project in the API explorer. On the Fields tab, you'll see that you can reference ID, Name, etc. On the References tab, you'll see that you can reference Category, Approval Process, Scorecard, Group, Owner, etc. On the Collections tab, you'll see that you can reference Baselines, Documents, Expenses, hours, Tasks, Updates, etc. So, if I were to create a project report, I can see that I can reference the name in a column based on the Fields tab, the Approval Process based on the References tab, and a list of all the tasks, based on the Collections tab. Now, you might find out that sometimes something won't be listed, but it's still possible to reference. Such as a list of issues on a project report, in a collection column. Here's what it looks like for the text mode for the column:

displayname=Issues

listdelimiter= < p >

listmethod=nested(issues).lists

textmode=true

type=iterate

valuefield=name

valueformat=HTML</pre>

And when you run the report, you can see a list of issues (see the image.png I uploaded.) I hope this helps steer you in the right direction! Thanks, Dustin Martin Assigned Support Engineer Workfront

AnthonyPernice
Level 7
February 1, 2019
I've got pretty limited experience in this, but its my understanding that all you're really doing is using the "https://support.workfront.com/hc/en-us/articles/220633507" API Explorer to find the item you're trying to reference in your report. Anthony Pernice Healthcare Consultancy Group
JillAc
Level 10
February 1, 2019
It seems that you can only work with Collections with an API? Jill Ackerman
EXP_-_DustinMa
Level 8
January 31, 2019
Hi Madeleine, A category report will let you see all the custom forms in your environment. Because each form can have different fields, you can't directly call to the fields. Now, you could do a collection in the view to show all the fields, but that's getting a bit above what I can relay here on the community. I'd recommend reading up on how to use Collections in a report: https://support.workfront.com/hc/en-us/articles/115000586214-Referencing-Collections-in-a-Report Best of luck! Dustin Martin Assigned Support Engineer Workfront
MadeleineBr
Level 2
January 31, 2019
Dustin, I am trying to create this report but having difficulty. I chose category for report type but I don't see "field" as a column choice. What am I missing? Madeleine Madeleine Bronstone LeapPoint
AnthonyPernice
Level 7
January 31, 2019
Currently "Under Consideration" in the idea exchange: "https://support.workfront.com/hc/en-us/community/posts/115005641187-Ability-to-Export-Custom-Forms" https://support.workfront.com/hc/en-us/community/posts/115005641187-Ability-to-Export-Custom-Forms Anthony Pernice Healthcare Consultancy Group
LucindaParish
New Participant
January 31, 2019
Really interesting thread! I was talking to my CSM about exactly the same thing just this week. Great to see the workaround but would be even better if you could just export like you can with most other areas of WF! Is it on the roadmap at all?
EXP_-_DustinMa
Level 8
January 31, 2019
Hi Rebecca, The short answer is no, the long answer is yes. I say no, because you can create a category report to show custom forms, but not fields. You can create a parameter report to show custom fields, but not the values of the fields. However, I say yes because you can create an issue, task, or project report, and add all the fields from the custom form as columns on the report, group by project if you want to see the data by project, and then export the report when it's finished. To make it easier for your PMs, you can remove the project filter (if you create one) and add the report to the dashboard, then add the dashboard as a custom menu link in the project submenu. I hope this helps! Thanks, Dustin Martin Assigned Support Engineer Workfront
RebeccaJo2
Level 2
January 31, 2019
Can you export a completed custom form to PDF? Once a project is opened and a custom form attached and filled out, our PM's like to print out the information to bring to client meetings. Right now they are filling out a project brief as well as Workfront which is creating more work. Thanks Rebecca Rebecca Johnson Life Time Fitness, Inc.
EXP_-_DustinMa
Level 8
January 9, 2019
Hey Seanna, Display logic and calculations are specific to the custom form that they're on, so you won't be able to report on that data in Workfront. However, you might have luck with a 3rd party such as the AtApp Store ( @Doug Den Hoed ) and may be able to get something that isn't limited by Workfront's database constraints. Thanks! Dustin Martin Assigned Support Engineer Workfront
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