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Make fields optional on custom form for export

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Level 3

9/26/22

We are using custom forms as briefs. A large number of those briefs are shared with external agencies. I would like to be able to export the form from the project/issue without all of the descriptive text also being exported as its not relevant content. 

 

I understand I could make a view/report, but that is one extra step.

 

 

2 Comments

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Community Advisor

9/27/22

You might consider creating a 2nd version of your existing brief, call it something like "Agency Brief" and add only the fields from your internal brief that you want to share with your agency. If you attach this as a secondary form to your project, all the values will automatically populate with whatever values are entered in your internal brief, so there is no duplicate entry that needs to occur. 

Then, you can select just "Agency Brief" when performing your custom form export.