@sargis-markosyan - That does not meet our need, as our use case is completing a custom form on an existing project. The data we are looking to complete does not exist at the point of when the project is requested. I appreciate this article though, as it may be useful for other things!
Description - We would like the ability to upload a structured document (e.g., Word, PDF, linked SharePoint file) to a Workfront object (like a tactic or project) and have Workfront’s AI extract key data points and populate designated custom form fields. This would streamline the setup of records th...