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smithlrn
Level 1
Oct 29, 2026 5:27 PM UTC
New

Auto-Fill Workfront Custom Forms from Uploaded Documents

We’d like to explore whether users could upload a supporting document to a project and have Workfront use the information in that document to help pre-populate relevant fields within the attached custom form. For example, if a user already has a briefing document containing the project background, objectives, audience, key messages, or other required information, they could upload that document and have the applicable Strategic Brief fields automatically populated for their review rather than manually re-entering the same information.

The goal would be to reduce duplicate data entry, make brief completion easier for users, and improve consistency and completeness of information captured in Workfront.

Thank you!

    3 replies

    IvanCyber64
    IvanCyber64
    Level 3
    Oct 29, 2026 7:55 PM UTC

    Hi ​@smithlrn ,
     

    This https://experienceleague.adobe.com/en/docs/workfront/using/manage-work/requests/create-requests/autofill-from-prompt-document does not fulfill the requirement?

     

    Can you check and let me know, from the request I would say this should do it.

     

    Best regards,
    Ivan Bebek

    Practice Lead Work Management

    CYBER64
    Adobe Gold Solution Partner

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    _Manish_Singh
    _Manish_Singh
    Level 9
    Oct 30, 2026 4:33 AM UTC

    I think this would be a good option for the projects / objects that are already created. For objects that don’t exist yet, we already have functionality to fill out the form, using the link shared by ​@IvanCyber64. 

    I imagine the flow working like this: Documents » Add » Form Fill (new option). The system then prompts the user to select the custom forms available for the object. The user selects all the forms and clicks Submit. A preview of the populated data is then available for the user to accept, reject, or modify.

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      IvanCyber64
      IvanCyber64
      Level 3
      Oct 30, 2026 6:31 AM UTC

      Hi ​@_Manish_Singh,

       

      I totally missed the part where this would be utilized for the projects that were already created, it is a question from my side why would there be a briefing for already created project, usually this would be done on a request level before conversion?

      But I agree it would be cool to have a mechanism of populating project specific details, separate from request (as not all fields are the same/should be the same).

       

      Best regards,
      Ivan

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