Treat Custom Forms as Independent from Each Other, Project Details | Community
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February 26, 2020
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Treat Custom Forms as Independent from Each Other, Project Details

  • February 26, 2020
  • 0 replies
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Treat each custom form as its own entity, so that users can complete the form's required fields at the project level and save the changes, rather than requiring all required fields across all custom forms. We have forms grouped at project level for ease of access, but users complete them at different stages of project workflow, making the use of required fields impossible. I cannot move a project to a new portfolio as an admin without completing the custom form fields, which is totally irrelevant to what I'm attempting to do. The forms should operate independently of each other, as well as independently of the Project/ Campaign/ Task details.