Can Cards on Workfront Boards Show Custom Form Information? | Community
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Erika_Antkowiak
Level 4
March 6, 2024
Solved

Can Cards on Workfront Boards Show Custom Form Information?

  • March 6, 2024
  • 2 replies
  • 1217 views

Hi team, 

 

We are currently piloting a Workfront Board with one of our marketing teams. Our goals are to 1) capture all requests that come to that particular team outside of normal process via a request form and 2) allow them to review and align a member of their team to the work/task using the board. We have created a Kanbon board for this pilot and requests have been populating in the intake column as intended, but the information collected via the custom form when the requests are submitted does not show when we click to view the card on the board. Is there a way to have the custom form fields show when viewing the card in boards without clicking the link to the log itself and navigating to a different page?

 

Best,

E

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Best answer by skyehansen

You can add some of the custom form fields (one by one) and then they would show up when you click on the card to open it. (there is a custom fields section, right under tags, that eventually shows up after you start adding custom fields)

2 replies

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe ChampionAccepted solution
March 6, 2024

You can add some of the custom form fields (one by one) and then they would show up when you click on the card to open it. (there is a custom fields section, right under tags, that eventually shows up after you start adding custom fields)

ewanh
Adobe Employee
Adobe Employee
April 2, 2024

Also note that in Boards it refers to "Custom Fields" but the option to add fields also includes "Native Fields" which you'll see under the field picker in the Configuration area. 

Erika_Antkowiak
Level 4
April 3, 2024

@ewanh Thanks! I noticed it gave us some options. We are actually experiencing issues with the custom form fields at the moment. They are all set to not show (eye w/slash through it button) and are unable to be turned to show (eye button). Everything was working as intended just a week ago. Do you have any insight into why those would no longer allow us to edit or view them?

MalcomBenitesFL
Level 2
April 25, 2024

This is happening in our instance as well. The card is connected but the values of the fields pulled from the project level aren't showing.