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Can you add a link to a custom form in Workfront?

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Level 1

@Links to members   

Can you add a link to a custom form in Workfront?

 

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Level 4

You can add a descriptive text field with a hyperlink.

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Level 10

In a task report, you can add a column for "Task >> Category Name". This will place a link to a popup with the form in the report.

In a project report, you add "Project >> Category Name" for the same thing.

Caveat: Don't use "Category >> Name" as it will not give you the popup.

 

If you want to auto-add a form to an object, create a column for one of the fields on the form. When that field is filled out inline (on the report), the form will be added to the object.

Caveat: the chosen field can only exist on the one form you want auto-added, so Workfront knows what form you're referring to.