Export Custom Form

I would like to add one more step to this process. I followed the directions to create a parameter report but what I need to see is what logic (if any) a field has. Is there a way to create a column in the report that tells me if skip or display logic is being used and what the details of it are? Thanks! Seanna Hernandez Equifax Inc. - Workforce Solutions

Hi Benetta, Yes, to create a view so that you can then export "all" fields on your custom form exported to Excel, you have to manually select every field. Or... You could also try our "http://store.atappstore.com/product/generate-excel-updater-template/">Excel Updater Generator solution which -- in addition to creating a color-coded Excel file showing one column per field -- also provides a bonus text file that you can then copy and paste into the text mode of column one to create that very same new view instantly. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

Dustin, What if I want "all" fields on my custom form exported? Would I then have to manually select every field? Thanks, Benetta Perry APS

Hey Mike, You'd go to Reporting -> New Report -> Category Here's a basic example from my own environment: The category report will give you a name of just the custom forms (may or may not be useful.) The parameter report is likely much more important for you, and looks like this: I hope this info helps! Thanks, Dustin Martin Tier 2 Assigned Support Engineer Workfront

Hi Dustin. How exactly would I go about doing this? Im having some issues. Would I create two separate reports? Mike Miranda Douglas Elliman Real Estate

Wow - this is great - I spent about 2 hours the other day making an Excel spreadsheet of one of our largest custom forms. Glad to know that this exists so I don't have to go through that again! Thank you! Sarah Nau Dominium Inc.

Hi Tracy, You can create a category report (category = custom form), parameter report (custom field) and then export it to excel, pdf, or csv. Also, you could use a kickstart to export it to an excel sheet and then convert that to a pdf. Just a few thoughts. Thanks, Dustin Martin Tier 2 Assigned Support Engineer Workfront