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M
marcusr28449070
March 19, 2024
Solved

Custom Forms on Project Templates

  • March 19, 2024
  • 2 replies
  • 1159 views

I am trying to add custom forms to a project template, I am creating.

 

For some reason not all the forms that are available, are showing up under the drop down to select them; even though they are designated as a project form and they are shared with me as well.

 

Am I missing something?

 

Thanks,

-marcus

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Best answer by Madalyn_Destafney

If you're sure you have access to the form and it's active as it seems you do based on other comments, you can also try:

- Check you have manage access to the template

- Type in the full name of the custom form - the dropdown of custom forms won't populate ALL forms on default, there is a limit to how many show in a dropdown.

- It's not already added to the template, right? If so, it won't show as an option.

2 replies

lgaertner
lgaertner
Level 9
March 19, 2024

Hello marcus,

 

Besides the fact that the custom forms need to be available for the object type Project, did you check, if the custom forms are all active?

 

Regards

Lars

M
marcusr28449070Author
March 19, 2024

Hey Lars,

 

Thanks for replying back to me. I just checked and the custom form I am wanting to use in the project template, is active and marked to be used with projects. It's weird, some custom forms are available and other aren't (even if they are marked or not marked for project use). 

 

Thanks,

-marcus

Richard_Carlson
Community Advisor
Richard_CarlsonCommunity Advisor
Community Advisor
March 19, 2024

this might be a question for your system administrator, are you a system administrator?

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
March 19, 2024

If you're sure you have access to the form and it's active as it seems you do based on other comments, you can also try:

- Check you have manage access to the template

- Type in the full name of the custom form - the dropdown of custom forms won't populate ALL forms on default, there is a limit to how many show in a dropdown.

- It's not already added to the template, right? If so, it won't show as an option.

If this helped you, please mark correct to help others : )
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