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.

@Joygant Great questions!

[Question 1] You cannot attach documents to custom forms, however, you can hyperlink to them. If users are needing to submit a form with their request, I'd recommend they attach that document to the documents area. 

[Question 2] These are the only objects that you can attach custom forms to. Is there a specific object outside of the ones listed below, that you need custom data associated with? 

[Question 3] In order to make this happen, you would have to create multiple dropdown fields to bucket Programs. For example, if a user selected the Portfolio, Marketing, you would have a specific dropdown field for Marketing Programs with display logic associated (only display if Marketing Portfolio is selected) for a user to choose. A typeahead field would pull in all programs, so I'm not sure if that would solve for this. 

[Question 4] Which DAM are you utilizing? Are you attempting to attach to the form (where it would show every time the request form is up) or would it be the user selecting it as part of the request?

The workaround for Question 3 is helpful, but it becomes difficult when dealing with more than 5 dependent dropdowns.

• Additionally, it creates problems when trying to generate reports (having 2 columns vs 1 + n dependent columns on a report). I know we can combine 'n' dependents, but it would not be editable.
  • Having dependencies at 3 levels is a nightmare.
• Not possible to create visualizations (bar/pie chart) based on dependent dropdowns.

Workfront should work on these things, we can't use workarounds forever.

@_Manish_Singh I hear you - and we're working on improving the current report / custom field functionality. There are already some ideas out there for this exact ask (see here), and the potential of using Typeahead fields to only display certain objects based on a specific selection. 

I just submitted this over to the Workfront Product team for additional consideration, so I appreciate you sharing your business case. 

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 

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?

Hey there!

Yeah, this is definitely a challenge since the Video link requires a "public" URL, and Workfront technically isn't.  So, I while back, I did some testing, and depending on where the location of the link, the PDF field seems to work.  It still won't work for Workfront hosted videos, but I have (ironically enough) gotten it to work for SharePoint hosted videos.  

I walked through my steps on the Reply post here: https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/video-top-3-reasons-to-add-an... 

I understand that depending on system permissions, it might not work for everyone, but it's worth testing if you can get it to work.  I've even added videos that are hosted on internal servers in the PDF field, and strangely, that has worked too, so I really hope this works for you as well! 

@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. 

Hi @nicolevargas9 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.

Let me check on this - I believe the orange formatting was prior to the Adobe acquisition, but stay tuned! 

@LauraCr I did check with the Workfront Product team and yes, the orange color was prior to the Adobe acquisition. We are moving away from AtTask/Workfront orange to the Adobe design guidelines over time. Some areas may still have some of our older styling, but as we update the UI, customers should expect things to have an Adobe look and feel.

Hi @NicholeVargas 

Thank you very much for looking into that. However, I feel like we've gone off point: the reason I brought it up isn't to have any specific color, like the brand colors for At Task, but to have ANY color applied to section breaks, or as a text option, just for clarity in defining areas of forms.

For people who make long forms that gather a lot of data, having formattable text makes everything much, much more readable for the users - and look and feel are major contributors to process adoption. Given Adobe's history in design-related applications, it should be easy to understand how adding this feature aligns with their brand.

@LauraCr I totally understand, and I've been in contact with the Workfront Product team on this exact issue, as you aren't the only customer who would like to be able to add formatting to section breaks to ensure the small font, black on black doesn't blend in. Currently, you can add text fields with formatting (bold, italic, bullets) as a custom field, but not as a section. More to come on this! 

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!

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. 

I have a use case where I needed two forms and logic based on a field in the first form. In Form A, Question 1 drove logic in both Form A and Form B. As a result I had to included Q1 in both Form A and Form B.

Hey there!  Just to make sure I'm understanding the question, did you want to add multiple custom forms to your Request Queue? You can totally do that, and re-order the forms depending on the ones that might be higher priority.  I might be misunderstanding the question, so my apologies if I'm wrong! 

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!

Hey there! Not sure if this is the what you're looking to do, but you can definitely add images to your Updates feed. You just need to turn on the function in the Setup area.  Here's the article, just in case!

Configure preferences for user updates 

@NicholeVargas@CynthiaBoon@lspier,@CynthiaBoon I tried it, did not work, Could not copy paste the screenshot in updates

Hey there!  I pulled some screenshots, so hopefully this will help:

Here's the pic of the location in Setup where you have to turn on this feature.

Once the feature is turned on, then the Image box is available in the Updates.  Here's a pic of that:

And then you can add images:

I hope this helps!

@CynthiaBoon @NicholeVargas Yes, this I am aware of it, I wanted to paste the screenshot directly in the updates rather than saving it as a picture and uploading it using image field.

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.

Project, Task, Expense custom forms are commonly used to captured data points at different levels of granularity. Specifically, having a issue form that also can be used at the project level carries the data over to the project so you don't have to go between the two. The task add a level of granularity that your "workers" can use doing those activities. Expense custom forms are great for capturing additional dat points like a special vendor list, gl #s, cost centers, etc. 

How do the custom forms get attached to tasks? Is that only by attaching them to issues and then converting to a task, or do they have to be manually attached to tasks in a project where neither task or project were created from a request?

(hopefully that wasn't too convoluted )

This screenshot shows how. You can do it directly on the tasks. You can also add to template task so for new projects they are already there. When you create the custom form make sure task is one of the object types selected. Hope this helps!

Hi!  I was a task-based Custom Form person (and Program and Portfolio as well), and I did this 2 ways.  One, I definitely had my custom forms attached to Tasks within my project templates, which saves a bunch of time.  In a pinch though, I would bulk edit too. 

I love the ideas that everyone submitted, and if you want more, here's the recording from our session last week and also the link to bulk editing tasks.

‌ [Event Follow-Up] Learn: Making the case for Custom Forms in Adobe Workfront 

Edit Tasks in Bulk 

For a Portfolio custom form, we had an API integration that relied on the Portfolio name and certain sharing parameters. I applied a single-field custom form to flag the portfolios synced to the API so folks knew not to mess with those details.

I can see use cases for portfolios and programs where a custom field could help drive reporting when work from a campaign crosses different portfolios or programs.

I've used forms for Tasks and Expenses to provide Capital vs Expense reporting for specific activities within a project as well as specific hardware, software purchases and consulting/contract work.

User custom forms to import Department, Title, etc from our HR system to keep active users updated.

High level User Cases in a simplified format to help non-technical requestors convey their needs.

Document custom forms for help with the organization and creation of Smart Folders for faster navigation.

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!

Thank you.

@CynthiaBoon Couldn't figure out how to initiate a question here. But here it is:

When I started in my role, there were already custom forms created by the Workfront team. These are for various types of project requests. I recently created a brand new form for a different type of request, but I don't know how to set it to automatically go to the correct request inbox for notification, once the requester hits Submit. Can you help? Thanks!

Hey there! Hopefully I'm understanding the question correctly, are you looking to switch out the Custom Forms on your Queue Topics or Topic Groups? 

Or are you talking about the Routing Rules?

I've pulled a couple of articles, so let me know if I'm close on your question!

Create Routing Rules 

Create Queue Topics 

Create Topic Groups 

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?

That is possible. The logic needs to be set on the final field. You can add multiple triggers to expose a field.

@CherylLu Yes it is possible! You can add display logic to your field to say IF [field 1] = yes AND [field 2] = yes, then display [field 3]. Here is more information on display logic.

Keep in mind you must be in the legacy form builder, as the new custom form designer does not allow for logic.  

I'm unfamiliar with customizing a question's options based on logic, but you can definitely apply Display Logic to show certain fields/questions. When in the field settings of Field X, look for the Display Logic settings. Keep in mind that Field 1 and Field 2 need to occur before Field X. Within the Display Logic settings you can apply more than one logic using AND or OR functions.

One of my favorite approaches is to cluster a bunch of questions in a section to apply that Display Logic. In that way I don't have to apply Display Logic to each field, but just the section itself.

Building on Karlton's response:

Here is the documentation on Display and Skip logic for custom fields:

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/customize/custom-fo...

Thanks for the feedback @LauraCr. I have taken note of your comment and will pass it onto our Community Product Manager.

You can! I use a keyboard shortcut. Here's what I do:

1. Type the text you want to hyperlink.
2. Highlight the text.
3. Press cmd+K (Mac) or CTRL+K (Windows) to open the hyperlink options.
4. Paste in the URL in the options.
5. Click OK.

Yes! Within the Updates area, there is an icon that looks like 2 paper clips (hyperlink). If you click on that icon, you can insert a link and choose which text to display. Here is a screenshot for reference: 

When you open a custom form and choose "Add a field" there is an option for PDF if you scroll down (more information and screenshot here). You will want to give your PDF a name and provide a link to the document. Once saved, the PDF will display within the custom form so users can easily access the instructions within. 

Hey there!  I think my answer on this one would be "sort of"? If you're creating the email notification text from scratch (especially in the Announcement Center messages), you can link to an object that the Custom Form is attached to, so if it's a Request Queue, or a Project, etc., - or even a Report that has all of the custom form fields listed, you could include that link in the message so that users will go start to that object or inline edit the custom form?

It's not perfect, but it could possibly work? 

Hey @GinaTu - yes! That's the beauty of these events - you'll continue to have access to this content right here, even after the event ends! Feel free to check back later! 

Hey @Jagancse ! I know you can copy/paste other text with links. Maybe give it a try and see if it works? The only pieces I'm not sure about are 1) if it's a button or other object in the email, how that might impact what pastes, and 2) what permissions impacts there might be on the link itself that might come into play for whoever is clicking it. -- Just a couple other thoughts but I think it's worth a test, if you can!

In case you missed the replies above from @Lyndsy-Denk and myself, here they are! 

You can add text to the updates area with a hyperlink behind it! [From @Lyndsy-Denk] I use a keyboard shortcut. Here's what I do:

1. Type the text you want to hyperlink.
2. Highlight the text.
3. Press cmd+K (Mac) or CTRL+K (Windows) to open the hyperlink options.
4. Paste in the URL in the options.
5. Click OK.

Within the Updates area, there is an icon that looks like 2 paper clips (hyperlink). If you click on that icon, you can insert a link and choose which text to display. Here is a screenshot for reference: 

@NicholeVargas thanks