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IDEA: Ability to customize the native overview and finance fields at the template level

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Community Advisor

3/8/24

Description - We would like to be able to edit the Overview and Finance fields that are native to Workfront at the template level vs the layout template. Some projects we track finance for and some we don't. Seeing those fields and having to sift through the data when it's not needed is a time waste for our project managers. Since we have varying processes by project type, it's not an option to remove the fields for users at the layout template level since it will hide it for all projects. 

 

Why is this feature important to you - This would create efficiencies for our PM team trying to navigate the project details section on projects and only seeing the relevant fields they need specific to each project type. It's important to be able to do this at a template level vs a user level since there are varying types of work that teams work on. 

 

How would you like the feature to work - the same way it works on the layout templates just make it an option on the project templates also.

 

Current Behavior - Currently it's a one size fits all approach and the fields are either available or not available no matter the project type through a user layout template.

2 Comments

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Employee

4/1/24

I'm glad to let you know that we now have a new functionality that allows you to add a Native field to a custom form.

 

It is not exactly what you have requested, but potentially you could collect all needed fields (including native and custom) on one custom form and use display logic to display the fields based on the project type.

 

Details on how to add a native field to a custom form can be found on this page.