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Ability to Export Custom Forms (Object Details)

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Level 10

3/22/17

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.

85 Comments

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Level 7

3/17/21

Apologies for the 3 comments below - I was having difficulties and didn't see it being posted. Also, I now realize that I said the wrong thing. Section breaks go to a new page. I use descriptive text to make it look like new sections for some things and those are treated the same. I'd like to have some sort of 'section break' formatting without it going to a new page.

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Level 6

4/28/21

We need to be able to export custom forms from anywhere they are not just projects and tasks! In particular the program and portfolio level!

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Level 6

4/28/21

We need to be able to export custom forms from anywhere they are not just projects and tasks! In particular the program and portfolio level!

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Employee

6/11/21

Mollie, you should now be able to export custom forms from the program and portfolio levels. Check your production environment.

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Community Advisor

6/24/21

It's wonderful that this can now be done. But! We would like to do this via the API as part of an automated process.


Please take a moment to vote for this related request that will enable this function via the API:


https://one.workfront.com/s/idea/0874X000000oOB0QAM/detail