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Ability to Export Custom Forms (Object Details)


Level 10


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.



Level 9


I'd love to be able to export to Excel. We want to make ordering business cards within our company easier and being able to convert a custom form to Excel would make it easier for us to pull the data we need into a single Excel sheet and send that off to a printer to fulfill the order.


Level 5


Agree-- this is needed desperately. I get that display logic may be a challenge as some fields only show up of others are selected, but even if WF could find a way to display ALL potential fields that could display on a custom form would be helpful. Even better would be if ALL the form's fields would display and some of them were flagged as having attached logic. that way, if you ever needed to re-create one you would easily be able to see what logic you have applied.


Level 4


This would be a huge beneficial! In addition to all of the reasons above, we could use this as there is no version control when forms are updated.


Level 6


One thing we have been using in the meantime is the business case tab on the project. If the custom form you want to export is on the project-level, you can setup your business case to include the project's custom forms and then export the business case. It comes with much more data than is needed, but it has at least been a partial workaround while this much needed feature is added.


Level 1


+1 for me too. The real motivation for my use case is the lack of version control.

Plus when sharing a brief with executives it makes the content much easier to digest if it isnt within the system. A high resolution rendering vs engineering blue print if you will.