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Export Custom Form Info from Issues in a Request Queue?

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Level 1
Does anyone have experience exporting custom form data from a request queue? We have a request queue set up and a custom form attached to a specific issue. The requestor fills in the custom form and then the person managing the queue will also fill in a portion, or update the form as needed, for the requestor. How would the queue manager export or email that updated/completed form back out to a group of non-Workfront users? Can the completed custom form on the issue details tab be exported? Thanks in advance for your help, Katherine Katherine McIntosh Bush Brothers & Company
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Level 7
Hi Katherine, While we don't allow you to export off the custom forms subtab on an object, you do have a few options. The best option would be to create a new Issue report, and add each of the fields from the form as a column in the view. From there, you can add filters or prompts based on your needs. Once you've got the report set up, you can either export the report, or you can add the report to a dashboard, and export the dashboard, or one more thing you can do, you can add the dashboard as a custom menu item on an issue's menu, like so: It would then look like this: From there, you can see there's an option to export the data. When you add a dashboard to a menu item on an object, Workfront automatically applies filters to any reports on that dashboard for that object. This would allow you to bypass having a prompt and filters. I hope this helps! Thanks, Dustin Martin Assigned Support Engineer Workfront

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Level 10
Hi - totally understand the struggle! In our LEAP deck, we talk about what we do if you are interested. Pages 51-55 if you are interested URL: http://lp.workfront.com/rs/758-USO-349/images/Product%20Fundamentals%20-%20Reports%20and%20Dashboard... Anthony Imgrund FCB