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New Experience - Allow Custom Forms to be Attached without Required Field Info

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Level 7

05-03-2021

In the Classic Workfront experience, there was a way to attach a custom form to a task without having to fill in the required field information. My agency has project managers add these forms to the appropriate tasks as new requests come up and then another team member fills the form in. Now we're switching people onto the new experience and realizing that all the required fields have to be filled in whenever a form is attached because there isn't a way to add a form without also hitting that requirement.


In our scenario, our project managers do not have the information that goes in those forms, they're just the person getting the form in place because they have the proper licenses. Another user with a work license generally has responsibility of filling in the form information and typically at a later date then when the task & form are added to the project.


Losing the functionality from the classic experience really hurts the process we had in place. And if the project managers just go in and add a bunch of dummy data to these required fields it means they're going to be triggering any reporting where users relay on these required fields HAVING information to pull into a report so they can count it as having been filled in for processing.