Reporting on where and if custom forms are attached | Community
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catherineh70969
Level 6
September 29, 2020
Question

Reporting on where and if custom forms are attached

  • September 29, 2020
  • 1 reply
  • 479 views

I'd like to audit our custom forms and deactivate those no longer in use. What is the best way to report on where and if custom forms are currently attached to their corresponding object? (to answer the question 'are any projects using this form and if so which?' for example)

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    1 reply

    H
    Adobe Employee
    HannahHoAdobe Employee
    Adobe Employee
    October 2, 2020

    Hi Catherine,

    You would want to create a Project report to show this information. Here are the report details I would include:

    Grouping: Category > Name

    Columns (View): Project Name, Project Owner, Project % Complete, Project Category Name

    This should display how many projects have been created in the system, grouped by their Custom Form. This can be useful to determine projects with no custom forms or forms with low usage that could potentially be deleted or archived.

    Note: Projects can have multiple custom forms attached. Groupings will be based on the "First" custom form attached.

    Good luck! If you have any questions as you create your report, please don't hesitate to contact Support!

    Best,

    Hannah

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