Formatting for Custom Forms

[#1]

It would be helpful to have formatting options available for use in CUSTOM FORMS within the projects such as bullet points, underlines, bold, etc. It would be SUPER helpful to be able to copy and paste text from another source and maintain the formatting. Many times our requestors are providing information from mother sources and are presently losing the formatting that keeps their lengthy information block organized and easy to read.

[#2]

I'm not sure if this falls under this request, but character counts would be a helpful addition - with a counter of how many characters a user has left.

[#3]

Jazmin!!! This would be amazing. I was actually just going to add a new item for this

[#4]

also the ability to replace the "help?" ballon with the ability to populate the field with the help/directions etc... and once a person starts entering into the field - the help data is removed.

and the ability to use WYSIWYG formatting to layout of the form...

[#5]

Jazmin -- I ALSO agree with your request -- we desperately need the ability to limit the number of characters that can be typed into a custom form field... for example, to limit a Marketer's verbose input when entering Creative Briefs!!

[#6]

Yes! this would be fantastic and very much needed.

I also have some other comments (more big picture) in regards to this:

• Right now it's not very intuitive where to get necessary details about the project. If the user goes to project details and 'overview' they really only see the timeline details and a limited plain text description of the project. In order to get to the true description and 'meat' of the project, they need to click custom form. So custom forms unofficially serves as the project's description ‚Äì it’s the only customizable section to curate info. This is the case because the designated area to add a description has very limited editing capabilities, it’s just a small plain text field. So I feel like this is a bit backwards. The description field/section should have more robust formatting capabilities and custom forms should be used as supplemental details, but still be under the ‚Äòoverview’ section because these two should still work in harmony to provide users with important info. I would also consider re-naming custom forms, as it doesn’t represent the info that it provides, it just describes the medium; maybe just renaming it details? So that under the overview of a project you have description and details? Wrike has an amazing set-up/functionality for adding info about a project. I think Wrike realizes that most of the time, a project's description reaches far beyond plain text and pre-set custom form fields. How most people at our company communicate is through email, and although email is a complete mess, what email is good at is allowing the person to format a message and description is multiple ways: through documents, screenshots, HTML text formatting (BOLD, underline, strikebreaking, bullet points, numbering, indenting, tables, charts, font colors, etc). Most project and tasks have supporting information in the form of images and charts, and there isn't a way currently in WF to communicate this within the system, even via custom forms. We now have to go outside the system and go back to emailing or using other project management tools. Workfront has a lot of amazing features, but I feel as though there are too many avenues to get to the essential info - and this tool should focus on the easy communication of project and task creation.

• Be able to link to documents in custom forms. Right now, custom forms reference a lot of information in the documents area, but there isn't a clean way to reference or link to them. It would be awesome if we could someone link/upload documents.
• Adjust the formatting so that the field names and contents are easily distinguishable. Right now it’s a bit hard to differentiate between the field name and field contents.

[#7]

Yes we want full feature ability to design and customize the custom form.

We use these as our creative briefs, and our creative teams use these for guiding the work. If it doesn't look good it won't get utilized. We have reverted to using word templates to augment these so that users will read them.

We need the ability to fully design these elements with :

best case:

• custom CSS / HTML

2nd case:

• full featured form builder - akin to https://formbuilder.online/ or https://codecanyon.net/item/super-forms-drag-drop-form-builder/13979866 or https://github.com/Draggable/formeo

[#8]

Hi everyone,

As an update on this, I wanted to let you know that upgrades to Custom Forms builder has became a part of a bigger initiative and these sort of enhancements are going to be a part of it. Hence, I’m marking this idea as “Not Planned” as the delivery of it is falling out of Idea Exchange defined time frames.

We will be reaching you out proactively, during the research phase and in the meantime, I’d encourage you to add your use cases here for the future analysis by our team.

Best regards,

Gevorg Kazaryan

Product Manager

Workfront

[#9]

Please include me in your research phase as this has been a huge area of contention within our organization for the past three years.

The teams within our agency are working around / outside the system due to the custom forms not being intuitive, user friendly, visually appealing and it is a constant struggle.

[#10]

Absolutely, I completely understand the need for enhanced formatting options in CUSTOM FORMS. Maintaining the original formatting while copying from external sources would be a game-changer for readability. As for a form builder recommendation, Rapidoreach could be an excellent choice. It offers a user-friendly interface and a range of formatting features to create organized and professional-looking custom forms.