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Display Document custom form information in Summary in NWE

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Level 4

17-02-2021

We have recently moved to New Workfront Experience and one of the big features we miss from Workfront Classic is being able to see the Document's custom form data from the Summary side bar on the right. In New Workfront Experience, there is a link to see the custom form data but there are often times when we want to do a quick comparison of custom form data across multiple documents on a project. It was very easy in Workfront Classic to be able to move back and forth between the custom form on multiple documents and now we have to have several tabs open at once to do that comparison.

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Level 1

26-02-2021

Agreed! This has been a big complaint as we have moved our team to the New Workfront Experience. The document metadata is important. It moves to DAM along with the file. It makes sense to see the data as we see the document rather than having to open it in another screen. Sometimes we need to be able to see information in the file to record it in the metadata field in the document's custom form. This is harder now that the custom form opens on another screen.