Is there a way to automatically associate a "Program" custom form with any program within a specific Portfolio?

Hi Carolyn,

You can add an existing Program Custom Form to any new Program you are creating, but there is not a way to make the custom form automatically populate. Our "Create a program" article on Workfront One has more information on this topic that you may find helpful.

Hi - yeah, I don't know a way (without using the API or Fusion) to automatically add a custom form to a program when it is created. If you are seeing that people are not attaching the custom form when creating a new program, I would recommend a report that automatically delivers to you and/or the Portfolio manager that lets you know there is a program without the form. As you mentioned, you can bulk edit, so if you have a lot of programs, it is still only two steps.

The filter for the Program report will be portfolio ID equals (portfolio you are talking about) and Category ID is blank.

I have something similar for portfolios. We have a custom form that needs to be attached that has a bunch of calculated fields. Most of the time, the email is empty, but it is easy to edit if there are portfolio that need updating.

Thanks @Hannah Houston‚ and @Anthony Imgrund‚ for your replies! It would certainly be incredibly helpful to be able to 'assign' a custom form to a specific value at a level above (e.g., assign a Program custom form to a specific Portfolio, or a Project custom form to a specific program or portfolio, etc.) I'll hunt around to see if there is an Idea to upvote.

@Carolyn Glendening‚

Did you find this on the Idea Lab or create one? I searched, but couldn't find this specific need. Let me know so I can upvote or create it. Thank you!