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ReneStC
Level 2
October 14, 2025
Question

Custom Form Location Report

  • October 14, 2025
  • 1 reply
  • 291 views

Is there a way to run a report that shows all the places a specific custom form is attached?

1 reply

ConnorO2
Level 4
October 14, 2025

@renestc 

 

You will have to run separate reports for the following objects:

  • Project
  • Task
  • Request
  • Documents

The field you are looking for is "Category: Name"

 

If you add it as a column, you can easily click on the form and see what information is filled out on that specific object. 

I recommend adding it also as a prompt so you can easily filter through the different forms you are trying to potentially audit. 

 

Hope that helps! 

ReneStC
ReneStCAuthor
Level 2
October 20, 2025

Thanks - I will try that and see if I get what I'm looking for.