Does anyone else find accessing the custom form on a document with NWE is more cumbersome? | Community
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J
JenniferMiklasz
Level 4
October 15, 2020
Question

Does anyone else find accessing the custom form on a document with NWE is more cumbersome?

  • October 15, 2020
  • 5 replies
  • 1399 views

Hi,

With NWE, it now takes at least an extra 2 clicks to access the details on the Custom Form and takes us to a separate page. Is there a way for the fields to populate once we click on the custom from instead of adding extra clicks and redirecting us?

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    5 replies

    S
    SarahNa
    Level 6
    October 16, 2020

    Yes, I only have a handful of users moved over and this is their biggest complaint!

    J
    JenniferMiklaszAuthor
    Level 4
    October 16, 2020

    Great to hear Sarah!

    Can you please upvote?

    thanks,

    Jennifer

    Accessing custom form details has changed a status from to Seeking Votes.

    S
    SarahNa
    Level 6
    October 16, 2020

    Done - thank you for putting this out there!

      C
      CharleighLo1
      Level 2
      October 19, 2020

      Upvoted. I've seen this brought up a few times and completely agree.

        J
        JenniferMiklaszAuthor
        Level 4
        October 19, 2020

        Thanks for upvoting Charleigh!

        E
        Exp_-_AndrzejMu
        Level 4
        December 3, 2020

        Thank you for the feedback.

        We are currently in design process and we would like to start validation with customers soon. We would like to improve pain points related to the New document summary page and the custom form is one of these. For those who are interested in participating we'll provide more details soon also in this thread.

          J
          JenniferMiklaszAuthor
          Level 4
          December 3, 2020

          Thanks very much Andrzej!

          E
          Exp_-_AndrzejMu
          Level 4
          December 15, 2020

          Hi,

          As mentioned above based on your feedback we would like to improve our document summary experience around the custom data. We are looking for users who could review the prototype with us and provide feedback. https://calendly.com/wf-product-research/document-summary-improvement

          Sessions should take no longer than 30 minutes

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