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Printing Custom Forms

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Level 3

8/4/17

It would be really useful if Workfront allowed completed custom forms to be printed, with information in the fields.. without the need to build a report. I'm aware that blank custom forms can be printed from set up, but I would like to be able to print populated ones against tasks, issues or projects - in a PDF style format.

1 Comment

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Level 4

1/10/18

Hi Emma,

Can you not right click on the custom form and select print and save it as a PDF? I just tried it and it works. The reason why I came across this is that I am trying to figure out a way to route a custom form to another WF user for approval. The only workaround I can think of is printing the document as a PDF, uploading it to WF and routing it to the user for approval. Hope this helps?