Accessing custom form details

[#1]

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

[#2]

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

[#3]

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

[#4]

Jennifer - I'd like to jump on a screenshare with you if the offer still stands?

[#5]

Hi Jeremy Flor

[#6]

Hi Jeremy,

A screenshare would be great please!

thank you,

Jennifer