Adobe Workfront Experts on Custom Forms | Community
Skip to main content
jon_chen
Community Manager
jon_chenCommunity Manager
Community Manager
June 28, 2023

Adobe Workfront Experts on Custom Forms

  • June 28, 2023
  • 15 replies
  • 13599 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. 
    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    15 replies

    Show previous replies
    uhutc
    uhutc
    July 31, 2023

    Question: How to add a PDF document to a custom form? I need to include instructions to a specific section of our content review approval queue and this requires sharing the PDF instructions.

      NicholeVargas
      Adobe Employee
      NicholeVargasAdobe Employee
      Adobe Employee
      July 31, 2023

      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. 

        H
        hannahb_BNTS
        July 31, 2023

        @NicholeVargas ,@lspier, @CynthiaBoon Is there a way to add a custom form to email notifications? We would like to send customized messaging to collaborators through the application notifications, is this possible using custom forms? Thank you!

          CynthiaBoon
          Adobe Employee
          CynthiaBoonAdobe Employee
          Adobe Employee
          July 31, 2023

          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? 🤞

            G
            GinaTu
            Level 3
            July 31, 2023

            Will all these Q&As be collected and live somewhere?  Some great questions, just don't have time to keep checking and refreshing. 

              LeslieSpier
              Adobe Employee
              LeslieSpierAdobe Employee
              Adobe Employee
              July 31, 2023

              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! 😊

              J
              Jagancse
              Level 1
              July 31, 2023

              @NicholeVargas ,@lspier, @CynthiaBoon  Can we copy paste a word click here from the marketo test email in the updates section with the link behind it?

               

              NicholeVargas
              Adobe Employee
              NicholeVargasAdobe Employee
              Adobe Employee
              July 31, 2023

              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
                Adobe Employee
                NicholeVargasAdobe Employee
                Adobe Employee
                July 31, 2023

                THANK YOU to everyone who joined in, asked questions and replied to each other's comments on today's Custom Form Coffee Break! While this event is now closed, @cynthiaboon @lesliespier and I are happy to answer any further questions that get posted. 

                Join us at future LIVE events (with video!) in August - be sure to check the Events page to sign up! 

                J
                Jagancse
                Level 1
                July 31, 2023

                @nicholevargas thanks

                Terms & ConditionsAccessibility statement

                Loading footer...