Track Custom form fields

@lawson02 Just checking in. Were you able to resolve your issue? We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could benefit the community. Thanks again for being part of the conversation!

Hi @lawson02,

If by changes you are referring to the definition of the Custom Form, to my knowledge there is no native auditing (let along change management) to do so. Depending on how fancy you want to get, you might consider:

• Copying and archiving the form with some kind of naming convention (e.g. MyForm_YYYY-MM-DD) so you can go back and look at it
• Using our Update Category Generator solution to generate a Before.xls and After.xls version of the form in Excel, then (optionally) uploading them to Workfront for the record, and (also optionally) adding notes and or custom data to the "After.xls" explaining what was changed
• Formalizing the idea by creating a Request Queue so changes to Custom Forms can be submitted for evaluation, prioritization, approval, etc...and (upon approval) then using either technique above to complete the change(s)

I suspect other folks can share more ideas, but one other key point I'll mention is to ensure you have a minimal number of Workfront SysAdmins in your instance, to avoid surprises and ensure accountability -- perhaps taking it as far as having only one SysAdmin account that is reserved for these types of important actions, which are then conducted transparently with the human SysAdmins observing (e.g. over Zoom) as one of them Logs In As in order to do so.

Regards,

Doug