Description
Enable the ability to convert a Paragraph custom field into a Text with Formatting field. This functionality would provide users with the flexibility to copy and paste formatted text from other applications and format requirements directly within Workfront using bullets, numbering, bold text, etc.
Why is this feature important?
This feature enhances user efficiency and maintains consistency within the Workfront instance by:
- Allowing users to format project requirements or other data directly in the field, reducing reliance on external tools.
- Eliminating the need to create duplicate fields just to add formatting capabilities, saving time and minimizing administrative overhead.
- Retaining existing custom fields without requiring redundant work to migrate data to newly created fields.
How should the feature work?
Within the Custom Form Builder:
- Click on an existing Paragraph custom field.
- In the field properties/attributes, navigate to the Display Type dropdown.
- Change the field type from Paragraph Text Field to Text Field with Formatting.
- Upon conversion, Workfront should:
- Preserve all existing live data as plain text (i.e., no formatting will be applied retroactively).
- Allow new data to utilize the formatting options available in Text Field with Formatting.
This streamlined approach avoids data loss while expanding formatting capabilities for future entries. (See attachment for a dropdown screenshot.)
Current Behavior
Currently, this functionality does not exist. Users must create a new Text Field with Formatting, manually migrate data, and delete the original Paragraph field—an inefficient and time-consuming process.
