Add or edit a custom form to a document
You can add a custom form to a document or to a document version to capture additional information or metadata specific to your assets.
Access requirements
You must have the following:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan* | Any |
| ÃÛ¶¹ÊÓƵ Workfront licenses* | Request or higher |
| Access level configurations* |
Edit access to Documents Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels. |
| Object permissions |
Manage access to the Document For information on requesting additional access, see Request access to objects. |
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Prerequisites
- The custom form must be shared with you
Add a custom form
To add a custom form to a document:
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Go to the project, task, or issue that contains the document, then select Documents.
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Find the document you need.
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Click the Summary icon
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In the Add custom form box, begin typing and select a custom form. The form saves automatically to the document.
note note NOTE Only active custom forms display in the drop-down menu. You can add up to 10 custom forms per document. If you need to create a custom form, see Create a custom form.
Edit a custom form
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Go to the project, task, or issue that contains the document, then select Documents.
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Find the document you need.
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Click the Summary icon
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Click Edit in the top-right corner, then expand the desired form.
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Make the needed changes, then click Save.
