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MelissaMa26
Level 2
October 13, 2023
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Report showing projects using custom forms?

  • October 13, 2023
  • 1 reply
  • 924 views

I want to run a report that shows projects created that have one of two custom forms. (So projects with Form A or Form B) I can't figure out what filter to create to do this. Can anyone help? Thank you!

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    Best answer by KristenS_WF

    You can create a filter on the Category ID (and then you can either start typing the custom form name or enter the custom form object ID to find the applicable form).

     

     

    1 reply

    KristenS_WF
    KristenS_WFAccepted solution
    Level 6
    October 13, 2023

    You can create a filter on the Category ID (and then you can either start typing the custom form name or enter the custom form object ID to find the applicable form).

     

     

      M
      MelissaMa26Author
      Level 2
      October 13, 2023

      Thanks so much! That was completely non-intuitive for me - I never would have known that you could pull up custom forms using "category ID" (and I did search for help before asking this question! :))

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