Workfront

TimothyBr · 11/21/25

Hello Community!

We have been asked a lot recently and in the past to give exports of forms so we can review and collect feedback on fields. We have a report to get the fields from a form or multiple forms BUT have not been able to figure out ways to get it to populate in the same order as the forms.

There is just an ongoing annoyance that we cannot get an export into excel that is in the same order as the form itself. We then need to either just give a stakeholder the data dump and say “figure it out” which they are not always thrilled about, or we spend A LOT of time doing it manually.

Is there ANYWAY to do this better? Fusion, text mode, etc.?

skyehansen · 11/21/25

If you have fusion, you should go the fusion route. It would be better for the stakeholder and less work for you (since you seem to have to do it regularly).

Your other (easier) option is to just release them into the preview sandbox as a group admin or something, and make them go through it via the workfront interface. It's a lot less work on all sides, and by Saturday, if they accidentally did anything, it would be overwritten. It's minimal work and training as you just need to make sure they are converted to a group admin, and then just give them the links to the form in Setup and the form attached to an object. They'll just pull both up side by side and mostly use the object form to test display logic, calculated fields, and external lookups; that kind of thing.

One of the only other ways I know how to do this would be as a custom form report [the other is kickstarting it out which is even more painful], using collections reporting on the "category parameters" -- which means you're kind of stuck with getting your fields as one blob, and then them STILL being out of order.

sample code on a custom form report looks like this:

displayname=Fieldnames and Display Order
listdelimiter=<p>
listmethod=nested(categoryParameters).lists
type=iterate
valueexpression=CONCAT({displayOrder},' - ',{parameter}.{name})
valueformat=HTML

Doug_Den_Hoed__AtAppStore · 11/23/25

Hi @TimothyBr,

I have two suggestions, both of which are free:

You can use our Update Category Generator solution to see the full structure "vertically" of a selected custom form in Excel with the parameters in form order
You can use our Excel Updater Generator solution to select a custom form and see the names of a each custom parameter in form order "horizontally" (far right columns, alternatingly color coded by parameter group), AND download a text file with the textmode definition of those same parameters in that same form order (bottom of file) ready to paste into a view so you can then quickly see and export that data (filtered to suit) to Excel

If you have multiple forms, you can rinse and repeat the latter for each, adding an optional "spacer" column stating the start (and name, if you wish) of the custom form that then follows horizontally to thereby quickly create a single "one stop shopping" view of all custom forms (in order) with all custom parameters (in order), ready for viewing, editing, and/or export.

Regards,

Doug

cc: not to self @Doug_Den_Hoed__AtAppStore

kautuk_sahni · 12/1/25

@TimothyBr Just checking in! Were you able to get this resolved? If you found your own solution, sharing the details would be a big help to others who might face the same issue later on. And if one of the replies here helped, whether it fully solved the problem or simply pointed you in the right direction, marking it as accepted makes it much easier for future readers to find. Thanks again for helping close the loop and contributing to the community!