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SamanthaIsin
SamanthaIsin
Level 7
September 25, 2020
Question

Adding Custom Forms to Documents

  • September 25, 2020
  • 2 replies
  • 609 views

I would like to begin adding custom forms to our documents for some reporting features we want to use - the problem is we have to add each custom form.

When we create projects we use templates that already have custom forms attached. Is there a way to attach custom forms to documents based on a template? Or a default? or any other way to add custom forms too documents that isn't one-by-one.

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    2 replies

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    September 25, 2020

    Hi Samantha,

    I invite you to consider our Excel Updater solution which will allow you to efficiently add custom forms to multiple documents, and (in a second pass) optionally update the data, too.

    For background, Custom data on Documents are treated differently than on data (such as Projects, Tasks, Issues, etc.), and one of the main differences is that they cannot be bulk attached; which is why we (recently) enhanced Excel Updater to fill that need.

    Regards,

    Doug

      M
      MatFix
      Level 2
      November 24, 2021

      Hi !

      Thanks Doug for potential workaround. Unfortunately that will not work on my side.

      Really hope that this will be improved on workfront at one point.

      Submitted a related idea : https://one.workfront.com/s/idea/0874X000000oOaaQAE/detail

      Cheers,

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