New Projects: Ability to Add Default Custom Forms | Community
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July 18, 2019
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New Projects: Ability to Add Default Custom Forms

  • July 18, 2019
  • 0 replies
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In lieu of, or maybe as part of this Idea...


Require Users to only create new Projects from a template

https://experience.workfront.com/s/idea/0870z000000PSAfAAO/detail


...I would like the ability to modify the default "New Project" feature so that at least I can define what custom forms are attached.


  • I don't realistically think my users will 100% of the time use a template, even though I've told them to.
  • I'm also realistic that exceptions might happen.


In either case, one driver for this feature is that two of our custom forms must always be on a project, as they capture basic project and financial data.


So if New Project would allow some customization that would be great. I'm only specifically asking to be able to add custom forms, but I could also see the need to simply be able to say "if a user selects New Project, always use this specific template."