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Add or delete object types from an existing custom form

Last update: Thu Aug 15 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

You can add or delete object types from an existing custom form with the form designer.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following to perform the steps in this article:

table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header
ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license

New: Standard

or

Current: Plan
Access level configurations* Administrative access to custom forms

For more detail about the information in this table, see Access requirements in Workfront documentation.

Add object types to an existing custom form

You can add additional object types to the form so that it can be attached to multiple objects.

NOTE
Section break permissions can be impacted by the object type. The Limited Edit permission for custom form section breaks is available for only the Project, Task, Issue, and User object types.
For more information, see How multiple object types can affect section break permissions.

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Custom Forms in the left panel.

    In the view that appears, you can review all custom forms that have been created for your organization. You can also see who created each form, which object type it works with, and whether it is active.

  3. Select the custom form you want to add additional object types to, then click Edit icon .

  4. At the top of the form, click the plus sign + after Object Types, then select the type you want in the menu that displays. You can repeat this to add as many object types as you want.

  5. Click Save and Close.

    note tip
    TIP
    You can click Apply at any point while you are creating a custom form to save your changes and keep the form open.

Delete object types on a custom form

You can delete object types from an existing custom form. A custom form must have at least one object type.

CAUTION
If people have already attached the custom form to objects of the type you want to delete and added data to it, that data is permanently deleted when you delete that object type on the form. It might include historical information that users will need later.
In general, we recommend minimizing the number of times you edit a custom form that is already in use. There is no notification system to alert people who use the custom form about your changes.

To delete an object type:

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Custom Forms in the left panel.

  3. Select the custom form you want to edit, then click Edit icon .

  4. Click the X on any of the Object Types that you want to delete from the form.

  5. (Optional) Repeat the previous step for any other object type you want to remove from the form.

  6. Click Apply, then click Save and Close.

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