Is there any way I can run a report to show What custom form is being used/ has existing data?

[Mdra1]

Is there any way I can run a report to show What custom form is being used/ has existing data? For example, I want to delete unused custom form and custom fields from Workfront. Our system has lots of old fields and old custom forms. Please advise. Md Rahman Freedom Mortgage Corporation

[VicAl]

There might be a better way but what I do for Fields is I just scroll through the fields looking for blanks in the Custom Form column. Go to Setup > Custom Forms > Fields tab. Far right column contains the Forms that use that field. If it's blank, the field is not used in any custom forms. For Forms, I run a report with a simple filter looking for the Category ID of whatever Forms I'm looking to see are used. You might have to repeat this for each object (Issue, Task, Project). I couldn't find a field that would indicate whether the form was ever used. But that doesn't mean it doesn't exist. I just couldn't find any. Of course there's always the option of doing nothing J . Unless something is specifically causing heartburn, I've found that sometimes it's better to leave it alone (and clean things up as I come across them). Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

[ScottSa1]

You can create a report and use Category Name for the custom data form. If there is a custom form associated with a project or task it will show up in that list and that will tell you what forms are associated. There might be a field also to see if it has data or not but I haven't tried that. - Scott

[VicAl]

Yeah the Category ID and Category Name field seem to produce the same result now. You can use the custom form name in either. "When I was a kid...." we had to paste the actual GUID for the Category ID. Glad they changed that J Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

[Mdra1]

Thanks both of you. It helps a lot. Md Rahman Freedom Mortgage Corporation