Globally Attached Custom Form to Workfront Objects - Projects, Issues, Documents

Forum|Forum|1 year ago
August 21, 2024
1 reply
1408 views

Is there a way to globally attach a custom form to a Workfront Object - Projects, Issues, Documents? When a Workfront user is working in a specific object in Workfront and they navigate to the details page of the object, we want a custom form to be automatically embedded on the page so that we can collect specific information/data.

Workfront

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skyehansen

You can use Fusion to do this, and it is the only way you can do this to documents.

For the rest of the objects like tasks, issues and projects, we attach the form from the start by using all templated methods such as project templates, request queues (queue topics), and the project settings relating to tasks -- basically removing the choice from the user by ensuring that they only use objects where the object is configured to be created with the global form already attached.

J

Joe_MicAuthor

Level 2

Thank you.

I am familiar with utilizing custom forms in Request Queues, but we didn't want to collect the data at the time of the request, we wanted to collect the data post submittal.

For project templates, I understand what you are saying, but I am trying to prevent from having to go back and individually touch all my project templates. Also, if someone creates a project outside of utilizing a template, we still want this custom form to be available to them.

What we are really trying to do is collect metadata information through a custom form prior to passing an approved asset or content fragment to AEM DAM.

skyehansen

I personally don't believe there's a way to automatically attach a form just because someone looked at a page, but good luck with your search.

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