Expand my Community achievements bar.

Hide field choices on certain custom forms

Avatar

Level 3

12/14/22

I believe I have seen this in another thread somewhere and wanted to check on it to see if there have been any updates around this feature but can't seem to find it.. This would be a HUGE win for us if this functionality was possible.

 

Description - Ability to utilize the same 'multi-choice' field on multiple custom form hiding certain choices. 

 

Why is this feature important to you - We use the same "Asset Type" dropdown field across all of our different custom forms so that we can easily report on this data, however not all Asset Types should be an available option across all forms. For example: 

 

How would you like the feature to work - Example: On Custom Form 1 we would like the 'Asset Types' dropdown to include Print, Email, Social, Web as options to choose from. On Custom Form 2 we would like to hide Web as an Asset Type for them to choose, and only display Print, Email, Social. 

 

Current Behaviour - Currently (to my knowledge), you cannot hide any options without it hiding on ALL custom forms. We have to create workarounds on each form where (ex.) Web is chosen as an Asset Type on Custom Form 2, we populate descriptive text that says "Sorry this is not an available option, please de-select this choice". However, this is not always a successful method because the form still allows you to Submit, so if a requestor purposely ignores it, or selects multiple Asset Types in which they may miss the message and continue with the form- it causes more work and aggravation on the team to have to reach out and let them know they cannot request that in which we receive a "well why is it an option then?" response We are trying to avoid creating multiple versions of the same field so that we can pull clean reporting. 

 

 

6 Comments

Avatar

Level 4

12/19/22

This would be a huge win for admins responsible for governance as we could significantly reduce the number of fields that need to be maintained!

Avatar

Level 1

1/25/23

@Kasey-G @Matt_McC I agree! We need this feature AND an automatic selection in a dropdown field based upon a prior field (or based on the form selected). We have several different business areas/service lines that all require the same field for reporting globally across the entire company, which unfortunately results in a long list of options. If dropdown options could be hidden or automatically selected based on the custom form, this would be huge for us! I am positive the same could be said for many of your clients in various areas.

Avatar

Level 4

2/2/23

I agree...there are some big gaps in how request forms work intuitively that could significantly reduce the amount of fields that need to be maintained (and also keep reporting integrity intact)--and this is definitely one of them!

 

Upvoted!

Avatar

Administrator

4/26/24

This idea is currently being investigated by the Workfront Product Management team. An official response will be provided by the end of May. Thanks for your patience!

 

@Kasey-G @BlakeCo @jessicac_VG @Matt_McC 

Status changed to: Investigating

Avatar

Employee

5/29/24

Hello @Kasey-G ,

 

Thank you for bringing this up. We do have similar feature planned in our long term roadmap, however we don't have exact timelines for it yet. 

 

Just one question. I am wondering what is the condition that defines the options that need to be displayed under the dropdown field. I understand the same field is in different custom forms, but are there any other conditions that define the available options?

Avatar

Employee

11/25/24

Hi everyone,

 

Currently we do not have this improvement in our backlog but we will further investigate the idea to make sure we have the right balance of field/form level settings.

 

Thanks for the idea!