Workfront

DavidCo3 · 7/4/17

This post has been closed as a duplicate. All votes have been moved to the original: Custom Task or Project Fields that Default on Every Object

We use a lot of custom data in the system. One of the biggest frustrations is when our users already have a set of tasks and some of them have a particular custom form attached and some don't. They want to bulk edit and set one of the custom fields on all the tasks, regardless of whether they currently have the form attached or not.

Current functionality prevents this by saying that there is no common form attached. The user then has to work out which ones don't already have it, then add the form then go back and bulk edit the tasks again. I know they can filter for tasks with certain category IDs but this doesn't work if there are multiple category IDs on a task and they one they are filtering for is not the first form.

Proposed functionality: Custom forms should automatically attach (if not already present on a task) during bulk editing....just like they already do during in-line editing.

Kelly_Wehrmann · 8/17/17

We have a similar issue/request but want to be able to specify what "default" form should automatically be attached when a new Issue or Task is created. Currently, our PMs work with a view that have some of our custom fields available to update. By default, when they populate this custom field on the Task tab, using inline edit capability, Workfront attaches the very 1st form that was created where that field was referenced....even if that form is no longer in use. This requires extra monitoring to fix things for reporting, plus creates heart burn for the PMs if that form has required fields.

https://support.workfront.com/hc/en-us/community/posts/115001273127-Assign-Default-Forms-to-Attach-t...