Export Custom Form

Hi Tracy, You can create a category report (category = custom form), parameter report (custom field) and then export it to excel, pdf, or csv. Also, you could use a kickstart to export it to an excel sheet and then convert that to a pdf. Just a few thoughts. Thanks, Dustin Martin Tier 2 Assigned Support Engineer Workfront

Wow - this is great - I spent about 2 hours the other day making an Excel spreadsheet of one of our largest custom forms. Glad to know that this exists so I don't have to go through that again! Thank you! Sarah Nau Dominium Inc.

Hi Dustin. How exactly would I go about doing this? Im having some issues. Would I create two separate reports? Mike Miranda Douglas Elliman Real Estate

Hey Mike, You'd go to Reporting -> New Report -> Category Here's a basic example from my own environment: The category report will give you a name of just the custom forms (may or may not be useful.) The parameter report is likely much more important for you, and looks like this: I hope this info helps! Thanks, Dustin Martin Tier 2 Assigned Support Engineer Workfront

Dustin, What if I want "all" fields on my custom form exported? Would I then have to manually select every field? Thanks, Benetta Perry APS

Hi Benetta, Yes, to create a view so that you can then export "all" fields on your custom form exported to Excel, you have to manually select every field. Or... You could also try our "http://store.atappstore.com/product/generate-excel-updater-template/">Excel Updater Generator solution which -- in addition to creating a color-coded Excel file showing one column per field -- also provides a bonus text file that you can then copy and paste into the text mode of column one to create that very same new view instantly. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

I would like to add one more step to this process. I followed the directions to create a parameter report but what I need to see is what logic (if any) a field has. Is there a way to create a column in the report that tells me if skip or display logic is being used and what the details of it are? Thanks! Seanna Hernandez Equifax Inc. - Workforce Solutions

Hey Seanna, Display logic and calculations are specific to the custom form that they're on, so you won't be able to report on that data in Workfront. However, you might have luck with a 3rd party such as the AtApp Store ( @Doug Den Hoed ) and may be able to get something that isn't limited by Workfront's database constraints. Thanks! Dustin Martin Assigned Support Engineer Workfront

Can you export a completed custom form to PDF? Once a project is opened and a custom form attached and filled out, our PM's like to print out the information to bring to client meetings. Right now they are filling out a project brief as well as Workfront which is creating more work. Thanks Rebecca Rebecca Johnson Life Time Fitness, Inc.

Hi Rebecca, The short answer is no, the long answer is yes. I say no, because you can create a category report to show custom forms, but not fields. You can create a parameter report to show custom fields, but not the values of the fields. However, I say yes because you can create an issue, task, or project report, and add all the fields from the custom form as columns on the report, group by project if you want to see the data by project, and then export the report when it's finished. To make it easier for your PMs, you can remove the project filter (if you create one) and add the report to the dashboard, then add the dashboard as a custom menu link in the project submenu. I hope this helps! Thanks, Dustin Martin Assigned Support Engineer Workfront