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Enable Custom Forms on Teams, Roles, Reports, and Dashboards

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Community Advisor

1/5/23

Description
We have dozens of Roles, and hundreds of Teams, Reports, and Dashboards. The only tool that is built into Workfront to help us document and govern these objects is the Description field.  The absence of custom parameters on these objects is limiting in what and how we are able to document their usage.

We would like to attach custom forms on these object types so we can spend less time tracking down all the people and places throughout our instance that are impacted by updates to these objects.

This was enabled last year for other objects like Groups and Billing Records. The efficiencies gained by those enhancements should be further expanded to these additional object types.

Why is this feature important to you
It is challenging to track and document governance-related details on these objects because we have only the description field to do so, and that field is exposed to all users.

How would you like the feature to work
For Teams, Roles, Reports, and Dashboards, we would like to attach custom forms that we would design to help us in maintaining and governing those objects.

Current Behaviour
We have only the Description field to add all details about these objects, so are constrained by space, format, and visibility to users.

We have explored using Fusion to seed a collection of Projects and Tasks to add a lot of detail and metadata about these objects, but its tedious to maintain and isn't easily seen when someone is making updates to one of these objects. 

13 Comments

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Community Advisor

4/17/25

 

Hi @KhachaturSe,

 

I am puzzled by reading your assertion that this "is not included in our plans for this year.", but also simultaneously "Status changed to: Accepted".

 

Perhaps the latter is in error, but I also wonder if (re)stating the status meanings would be helpful...

 

Regards,

Doug

 

cc @jon_chen 

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Administrator

6/13/25

Rolling this back to 'New' per @KhachaturSe's request. This idea is not being considered for this year, but may be reviewed again in the future. Thank you.

Status changed to: New

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Level 1

8/21/25

I would like to further ask for this update. 

 

I maintain reports and dashboards, having custom fields would help me organize and keep track of which teams have which reports assigned to their use and other data that would be helpful.

 

Getting into Teams, I can see a huge benefit for custom form especially since often times the Team is more specific than Groups are, so metadata on Teams would be extremely helpful. 

 

Can this be added to H1 2026?