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Accessing custom form details

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Level 4

10/14/20

Hi,

With NWE, it now takes at least an extra 2 clicks to access the details on the Custom Form and takes us to a separate page. Is there a way for the fields to populate once we click on the custom from instead of adding extra clicks and redirecting us?


thanks

Jennifer

5 Comments

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Level 2

10/16/20

Can you elaborate on what the two extra clicks are?


Is this for a custom form on a task or a project?

There might be a workaround, but also, I think there are some improvements that can be made to the accessibility of custom form information

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Level 4

10/19/20

Hi Connor,


If I want to access the Document Information form, I have to click on the Document, then click on Custom Form, then it takes me to the details on the Document Information form to get the info I need. It's not ideal. Happy to jump on a screen share to show you.


thanks

Jennifer