With current setup you are able to check the box and export but the only thing exporting is the custom form title. It would be quite beneficial to be able to export custom forms that shows all fields within that form. Currently, I need to do a screen shot.
I totally agree with John! I am so glad this is an option, but also feel the same way about hiding empty fields. Many of our custom forms have tons and tons of fields and many are not always relevant to the project. I did notice that export looked almost identical to the Business Case. Is the business case export option no longer available and being replace by this?
This is a great step towards what we need. I agree with Natalie and John that it would be nice not to display fields or section headers that don't have any data entered on the particular object.
However, I also have the need for just the opposite. As an admin, I want to be able to export the entire custom form, ALL fields with the display logic noted, so that I can review and rework forms. It looks like you can only export the custom form when it is attached to an object. I would like to export the form from the Custom Form setup area.
I would agree with Amber. As a project manager, exporting the custom form out of a project is a really great option to have.
But as an admin, being able to export the entire custom form with all the fields, display logic, etc. is critical. And if that is possible, being able to export it to Excel so if you need to mock up changes, adjust information, it would be better to have that in Excel rather than a PDF.
Thank you for your feedback and comments. Having the ability to hide empty fields is something we have considered, especially as part of an export to excel. Right now, we have no estimated dates as to when this would be available, but here is a link to a related idea which would support exporting custom forms from the setup area: https://one.workfront.com/s/idea/0870z000000XiWSAA0/detail. @Amber and @Mary you may want to upvote this one if you haven't already.
@Natalie – good question; the business case export option is still available.
My organization would benefit from having more options when generating a project details report:
Choose whether or not the cover sheet of the report is needed. The data on the cover sheet isn't useful to us. This could also be placed in a header or footer record and save a sheet of paper.
Have a condensed version the with smaller rows and font (we sometimes have 10 pages if we need to print all custom forms). Do not print blank fields as suggested by others.
Option to choose between print only and export (saving): Allow users to open the PDF without needing to export. Less clicks for the user that wants to view all the details of the project and then either close it or print it.
Allow user to choose the order in which the selected items print when generating the report. We are currently tied to the order in which the custom forms appear in the project details which we have set to most useful for working with the project itself but may not be ideal for printing. It would be nice to choose the order for printing to accommodate different scenarios.
Hope there are more improvements coming to this functionality.
I love this new feature and agree with Kim Donker's suggestions. I'd also like to see that section breaks in the form be formatted differently. Right now they look the same as as the custom fields and that loses any hierarchy.
I love this new feature and agree with Kim Donker's suggestions. I'd also like to see that section breaks in the form be formatted differently. Right now they look the same as as the custom fields and that loses any hierarchy.
I love this new feature and agree with Kim Donker's suggestions. I'd also like to see that section breaks in the form be formatted differently. Right now they look the same as as the custom fields and that loses any hierarchy.
