Community Manager

Adobe Workfront Experts on Custom Forms

Forum|Forum|2 years ago
June 28, 2023
15 replies
13473 views

July 31st, 2023

We are happy to welcome Cynthia Boon, Nichole Vargas, and Leslie Spier from Adobe Workfront Scale Customer Success team for an AMA session about Custom Forms.

Our experts:

Cynthia Boon is a Business Process Professional dedicated to process improvement, building efficiencies, and implementing innovations to help organizations achieve strategic goals. With 20 years of project support and implementation, she has had the opportunity to serve as a technical writer, training facilitator, instructional designer, performance consultant, project manager, product owner, and systems administrator.
Leslie Spier is a dedicated customer advocate, with years of experience leading organizational change and driving marketing tech stack transitions over 10 years as a marketing project manager in both external agency and in-house agency environments. At Adobe, she has continued to be a trailblazer, piloting the first Workfront Customer Success Mid-Tier program before moving to the Scale Customer Success team where she shares her knowledge and enables connections across an even larger customer base.
Nichole Vargas is a go-getter, committed to exceeding customer expectations. Her customer-focused mindset combined with experience in Customer Support and Training Operations at Adobe Workfront is the building blocks for which she helped to build an extremely successful Scale Customer Success program from the ground up. When she’s not challenging herself and others to choose courage over comfort to ensure personal and professional growth, you can find Nichole outside hiking with her golden retriever pup.

How this AMA works:

This thread will open on Monday, July 31, for you to start submitting your questions.
Reply to this post with any questions you have for our Experts. They will reply to as many of your questions as possible.
After the AMA is over, the thread will be locked for new replies, but it will remain visible as a resource.

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J

Joygant

Four Questions:

1. How to allow uploading a document or file as an attachment to a custom form?

2. Is it possible to create custom form of type beyond the standard objects to allow storing custom data?

3. How to get cascading dropdown in custom form - example there are two dropdown, one for Portfolio and another for program. And we want to ensure if a specific portfolio is chosen, only corresponding program should be available for selection and not ALL.

4. Is it possible to open up the DAM view within workfront custom form to chose asset from DAM to attach to the form?

Lyndsy-Denk

Community Advisor

In reply to Q3: The typeahead field might help. This field type is based on existing Workfront objects. However, access to the list of objects is sometimes restricted based on user access levels. For example, if you use the user typeahead field in a request form and a requestor doesn't have permissions to view users, they won't be able to use the typeahead field.

_Manish_Singh

Level 9

Question: How to add an image or video from OneDrive or SharePoint to a custom form? Recently, I tried to add an image from our shared SharePoint site. The SharePoint file permission allows "Anyone within my Organisation" to view it, but the form did not accept the SharePoint link as valid.

CynthiaBoon

Adobe Employee

Hey there! Thanks for the question! When adding an image to your Custom Form, I found the best approach was housing that document within Workfront is the best bet for having the image consistently available on the form. (Side note - if it's a form that will be attached to a Request Queue, I'd house that document on the Request Queue project.)

Here's a short video on what I did, if it helps?

[VIDEO] Top 3 Reasons to Add an Image to Custom Forms

_Manish_Singh

Level 9

Thanks @cynthiaboon. We are already using your suggested approach. It would have been nice if SharePoint links worked.

Additionally, we are facing issues when trying to add videos on the Custom Form. While public links like those from YouTube work fine, videos stored on Workfront show as invalid links. Any suggestions on how to address this?

LauraCr

Level 2

Question 1: Our custom forms fields no longer have different font colors for Section breaks, did that change in the last year, or is this something we need to talk to Support about? We use display logic often to reveal 'extra' sections to our forms, so having an alternate color to help define those areas on the projects/tasks that they are attached to is very useful for us.

Question 2: This is more of an idea... could we put together a 'cookbook' of custom forms? I believe there are a lot of functions custom forms can perform that we just haven't thought of or don't know are possible. Seeing what others are doing with forms, and how they are constructed, would enable us to leap forward instead of endless searching of community threads to see if someone else has done a thing...

NicholeVargas

Adobe Employee

@lauracr Do you happen to have a screenshot of the different colored sections? I'm not aware of any recent changes to Section Breaks, but can happily reach out to Customer Support or Workfront Product to see what has changed - and if that is intended behavior.

As for the Custom Form Cookbook, I LOVE that idea and think it could be a huge success. I know the recent End User Communication Cookbook just launched, so I'm sure @kristinfarwell is starting to brainstorm on her next one.

LauraCr

Level 2

Hi @2303119 here's what I can find; If i remember correctly, the yellow/orange lettering of the old style carried over into the user view of the form, though it does not now.

G

GinaTu

Level 3

Is there a way to combine two forms without having to add every field individually?

LeslieSpier

Adobe Employee

Hey @ginatu ! If you utilize project templates (which I definitely recommend for consistency) - you could attach both forms so they'll appear by default (and forego combining them into one form). Otherwise, your best bet may be to make a copy of the longest form and add questions from the shorter one. I'm not aware of another way to lessen the process, but if anyone else has ideas, feel free to chime in!

G

GinaTu

Level 3

Thanks @lesliespier Unfortunately, I need it at the request level. Is there a way to use logic in the forms to pick up the other form. We have two long request forms and I was hoping there was an easier way.

J

Jagancse

Level 1

@NicholeVargas ,@lspier, @CynthiaBoon Is there a way to add screenshots in the updates section of each tasks like we have the paste from clipboard in the document section?

K

Karlton_Harrison

Adobe Employee

You have to save the screenshot then add. There is currently no paste from clipboard functionality that I am aware of. It would be a really nice enhancement. Definitely would upvote that idea!

LauraCr

Level 2

Question: can anyone respond to their use case for attaching Forms to tasks, programs, or portfolios?

We've mainly been using custom forms on requests, to gather specific data for determining approvals (like basic purchase order information).

What other use cases are out there? Just starting to realize there may be a lot more to this iceberg we're not seeing 😃

R

RossHa7

I've used custom forms on users. e.g. 'Employment status', with 'FTE', 'FTC', 'Contracted hours' and 'Geographical Location' as fields.

I've also added information to Documents such as 'expiry' date for contracts. because you're adding data to the system, you can then use it to create specific reports

Essentially, just think of any form as a way of adding any additional data to an object in Workfront.

RobinC

Level 2

First time participating in a Chat event. Am I in the correct place? I see questions but no answers. @cynthiaboon

jon_chen

Author

Community Manager

Hey @robinc thanks for joining the Coffee Break. Our experts are in the thread now and you should see responses shortly. Please be sure to refresh the page to see new questions and responses come in!

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RobinC

Level 2

Thank you.

C

CherylLu

Level 3

@lspier

Is there a way to add additional levels of logic to a field? ie. I can say if the answer to question 1 is yes, show field x. But I'd like to say, if the answer to question 1 is yes, and the answer to question 2 is also Yes, then show field x. Not sure if that's possible or how to add that extra layer.

R

RossHa7

That would be great - I too would like to see this. I don't think there is currently but hopefully something that could be added to the dev pipeline?

LauraCr

Level 2

Suggestion on this format? It would be great if we could collapse the header information with the profiles etc. so we don't have to scroll down to read the actual event comments/replies/questions. Not that it isn't wonderful to see our hosts, but once the event has started the focus is on the thread, and it would be useful to have the thread not buried below static information.