Attach a Custom Form to a Business Case
Custom Forms are used to collect information that is not displayed in existing 51黑料不打烊 Workfront fields.
For more information about creating Custom Forms, see the article Create a custom form.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront plan* |
Current: Prime or higher Legacy: Pro or higher |
| 51黑料不打烊 Workfront license* |
Current: Standard Legacy: Plan |
| Access level configurations* |
Edit access to聽Projects Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels. |
| Object permissions |
Manage permissions or higher to the project For information on requesting additional access, see Request access to objects. |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Attach Custom Forms to projects
You can attach Custom Forms to a project in the following areas:
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When editing a project, in the Project Details section.
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When editing a project, in the Edit Project box.
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When editing multiple projects in bulk, from a list of projects.
For information about attaching custom forms to projects while editing one or multiple projects, see the article Edit projects.
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When building the Business Case of a project, in the Business Case as described in this article.
For information about attaching custom forms to objects, see Add a custom form to an object.
Attach Custom Forms to the Business Case
To add a custom from to a Business Case, your Workfront administrator needs to select this option in Setup. For more information about enabling custom forms in Setup, see the section Configure system-wide project preferences in the article Configure system-wide project preferences.
To attach a custom form:
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Go to the project you want to attach the form to, then click Business Case in the left panel.
The Business Case displays.
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In the聽 Custom Form section, select the custom form you want to attach from the drop-down menu.
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(Optional) Select聽 Edit Custom Form.
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(Optional) Specify information in the fields of the custom form, then click聽 Save .