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Level 2
Oct 13, 2023 3:25 PM UTC
Solved

Report showing projects using custom forms?

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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KristenS_WF
KristenS_WFAccepted solution
Level 7
Oct 13, 2023 3:39 PM UTC

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).

 

 

2 replies

KristenS_WF
KristenS_WFAccepted solution
Level 7
Oct 13, 2023 3:39 PM UTC

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).

 

 

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Level 2
Oct 13, 2023 4:16 PM UTC

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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