Topic: Custom Forms

I am creating a Custom Form and I have a field that needs to be required if some of the previous radio buttons on the form are checked and not required if other buttons on the form are checked.  The field in question should be visible/available regardless of what request type is selected via previou...

Hi Everyone,  Is it possible to build a two stage approval process that assigns step one/two to users, identified by the requester using a typeahead field on a custom form, dynamically using Fusion?  I've tried following the steps as outlined in the Fusion CookBook but I can't make that work.  Alter...

I've built a new custom form that I would like to use on some of my request queues. The new form includes two required fields that will replace two of the required fields that another custom form on the form is currently using. I don't want to have the field in the request queue twice. If I remove t...

I am trying to figure out a way to pull total hours on project for just the current year.  I know I can use an hours report, but I need the data in a project report so I can display it and add to expenses.  I was thinking a calculated field that I can then pull into a project report. However, I cann...

I have a dropdown field in a custom form.What I am looking to do is, if the user selects the first choice, a mail should be sent to Person 1 and if he chooses the second choice Person 2 should be notified via email.I am unsure how to do this.Can anyone let me know? Thanks in advance.

I need a report to capture the % complete of a task as of certain dates.   I've done this previously by creating a calculated custom field on a task custom form using this code: IF(ISBLANK({% complete as of 9/30/22}),{percentComplete},{% complete as of 9/30/22})   This worked great, until today whe...

Hello All,    I am trying to add a calculated field to custom forms. I want the form to populate who entered the data into the custom form for Issues/Requests. Attached is what I have, but what it gives me is the person's ID number instead of their name. What do I need to do change and/or add to get...

Is there a way to pull in the Project Owner name into a Custom form that will be on the Project Level. I can pull in the {ownerID} but i haven't determined a way to convert that to the Owner Name in the form

Hi,   We are migrating out requests from SharePoint to Workfront. These requests are Queue Topics with a custom form. We have data from SharePoint of previous requests we would like loaded into Workfront so it populates the issue and forms. I cannot find what Kickstart export and fields align to thi...

Hello,   Is there a way to upload a list to populate the form dropdown choices. We would like to have the user select from a list of clients, but the list is well over 1,000. Entering and managing that list in the Workfront form is not sustainable. Also, once we have this we want to share the field ...

How do you calculate sales tax in Workfront? Do I need to create a custom form and then figure out the logic? I'm sure that someone has already done this - calculated sales tax on projects. I would appreciate any tips or documentation on how to accomplish this. Thanks!

Hi all,   I am trying to clean up the UI for a report I am working on and I cannot get the widths to behave in a column using this text mode:   displayname=Measurement Entrylinkedname=directnamekey=category.nametextmode=truetile.name=component.objectcategoriesvaluefield=customFormsNamesvalueformat=H...