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Export Custom Form VIA THE API


Level 10


Now that Workfront has delivered on exporting custom forms, make this action possible to call from the API.

We want to perform this action as part of an automation, but cannot because it can only be performed directly in the web interface, one record at a time.



Community Advisor


Also, not just the custom form but anything that can be exported to a PDF, for example the new functionality in 21.3 allowing exporting of portfolio or program details should be considered as well.




Currently, this idea, is not available in the API itself, however it can be accessed using a GET call to the controller. Here is an example:"60b62b690004dd47655b2f0ae0d76241"]&additionalFields=["overview"]

The call should have the same sessionID header as with API call.

You can test it by pasting this string (change the corresponding values of course) in the browser, when you are logged in. The general format would be:

https://{{Your WF Url}}/internal/customform/data/export?objID={{ObjID}}&objCode={{ObjCode}}&categoryIDs=[{{Comma separated category IDs}}]&additionalFields=[{{Currently it supports "overview" only, if you do not want the overvieew, skip this param}}}]