Is it possible in New Exp to: Create a Project [or Request] report that can pull in the Custom Form URL -- so that there is quick access to curated forms to export & print. | Community
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Level 2
April 22, 2021
Question

Is it possible in New Exp to: Create a Project [or Request] report that can pull in the Custom Form URL -- so that there is quick access to curated forms to export & print.

  • April 22, 2021
  • 2 replies
  • 961 views

Ultimately looking to collect custom form exports --looking for an efficient way to send custom form PDFs to exec not using WF.

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2 replies

RandyRoberts
Community Advisor
Community Advisor
April 26, 2021

Unfortunately, in NWE, the custom form is on the Overview page so it doesn't have an exclusive URL.

I list the overview by including a calculated field called "Task Custom Form_" in an admin section of task form, like this:

CONCAT("https://MYDOMAIN.my.workfront.com/task/view?ID=", ID , "&activeTab=overview")

And then a column in the Task report like this:

displayname=Task Form

link.url=customDataLabelsAsString(Task Custom Form_)

linkedname=html(URL)

textmode=true

valueexpression=IF(ISBLANK({DE:Task Custom Form_}),"","Form Link")

valueformat=HTML

TamaraJo2Author
Level 2
May 3, 2021
Randy -- thanks for your response. Very much appreciate understanding what you've been able to do. Cheers.
Level 6
May 3, 2021

Hi Tamara -

While Randy is correct that the custom forms are on the Overview tab, you can create a custom calculated field that takes you directly to the Overview tab and move the Custom forms to the top of the Overview tab on the layout template to make the first thing the users see.

Hope this helps,

Teale

TamaraJo2Author
Level 2
May 3, 2021
Yes thanks. Much appreciated.