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Default Custom Form on Portfolios

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Level 8

5/30/19

We'd like the ability to have a custom form automatically added to all new portfolios. There are several reasons we want this, some of which are:

  • a way to specify portfolios that are holding projects we want to pull out to import into other systems (Enovia)
  • a way to classify portfolios as holding projects that are all related in some way (bikes, apparel, etc.) so that I can more easily pull the right projects out of Workfront and pull into Power BI