Custom Form for Tasks - how do I see the information? | Community
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JasonTa1
Level 2
January 25, 2023
Solved

Custom Form for Tasks - how do I see the information?

  • January 25, 2023
  • 2 replies
  • 1317 views

Hi - I am fairly new to Workfront.  I created a custom form and attached it to a task.  It has a text field in it that the owner will fill in, and I want that text to be seen in the project view, where all the tasks are visible.  I added that custom text field to the project view, but it just shows as blank, even though the text is in the field when I go look at the task itself.  Any help??  Thank you!!

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    Best answer by Madalyn_Destafney

    Hi there, not sure I'm fully understanding your issue you can have a custom form be applicable to multiple project types. When in your custom form, at the top you'll see object type the form is for. You can add other types, no need to create a separate custom form for task vs project.

     

    You may be mixing up your object types and where you will/will not see your form.

     

    2 replies

    O
    OliviaCl
    Level 3
    January 25, 2023

    Hey Jason - do you have a project form attached to the project? Every time you have a custom request form, you have to have an identical project form on / attached to the project to ensure that the information ports over correctly. If you have that existing request form, i suggest copying it and making it a PROJECT form instead. Once you do this and you can make sure that every request form has an identical project form, and that the project form is on the template or project you're using, you should have no issues.

      J
      JasonTa1Author
      Level 2
      January 25, 2023

      Thanks for the reply....I'll try that!

      Madalyn_Destafney
      Community Advisor
      Madalyn_DestafneyCommunity Advisor
      Community Advisor
      February 1, 2023

      You don't need to copy the request form, you can simply add Project as an object type of the custom form at the top of the custom form screen, where my screenshot shows. Each form you have the option to select what kind of object it can be applied to (project, request, task).

      If this helped you, please mark correct to help others : )
        Madalyn_Destafney
        Community Advisor
        Madalyn_DestafneyCommunity AdvisorAccepted solution
        Community Advisor
        January 25, 2023

        Hi there, not sure I'm fully understanding your issue you can have a custom form be applicable to multiple project types. When in your custom form, at the top you'll see object type the form is for. You can add other types, no need to create a separate custom form for task vs project.

         

        You may be mixing up your object types and where you will/will not see your form.

         

        If this helped you, please mark correct to help others : )
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