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AlvinaLa1
Level 2
July 29, 2025
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Custom form order in Project Details

  • July 29, 2025
  • 1 reply
  • 237 views

Hi! Is there a way to make custom forms appear in a certain order by default?

 

We have 2 forms, Project Request and Reporting Data, that get attached to a project after it is converted from a request.

Separately, we have a form, Asset Intake, within a template.

Once a request is converted and the template is applied, the form within the template keeps appearing first. We would like for it to appear in 2nd or 3rd place.

 

Right now, the form order appears automatically as:

Asset Intake

Project Request

Reporting Data

 

Ideal order:

Project Request

Asset Intake 

Reporting Data

 

Would appreciate any insight - thank you.

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Best answer by Madalyn_Destafney

I'd try adding all 3 forms to the template(s) not just the first one. Even though there won't be data in 2 of them until it's converted, you can have them there in the order you want on the template and the converted info will fill into the custom forms there to receive the same info. I haven't tested it but worth a shot. Let me know.

1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
July 29, 2025

I'd try adding all 3 forms to the template(s) not just the first one. Even though there won't be data in 2 of them until it's converted, you can have them there in the order you want on the template and the converted info will fill into the custom forms there to receive the same info. I haven't tested it but worth a shot. Let me know.

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