Create and manage custom fields in Workfront Proof
A Select or Premium Workfront Plan is required to use this feature. For more information about the various plans available, see .
Custom fields allow you to capture additional data when creating a new proof, user, or guest. For example, users creating a new proof may want to include an additional section that will allow them to capture a Job Number, Department Code, or Supplier Reference.
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Capturing this type of information on the New proof page via custom fields also lets you reduce the length of your proof name, as these details will not have to be included in the name.
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Once a custom field has been used on a proof, user, or contact, you can鈥檛 delete it or edit the field type. However, you will be able to hide it via the Custom field Settings page so it鈥檚 not used for new items.
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If you hide a custom field section, all the fields within the section will also be hidden, even if the individual fields are set as visible.
Create custom fields
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From Workfront, click the Main Menu icon
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In the upper-right corner of the page, click Account settings.
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On the Account settings page select the Custom fields tab.
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Click Add custom field section on the right side of the module (Proof, Users, or Contacts) you want to add the custom field to. The Section details tab opens.
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Type a Name for custom field section, then click Save.
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Click the Custom fields settings tab to refresh the page. The new custom field section displays under its assigned module.
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Click the name of your new custom field section to open the Custom fields section tab.
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On the upper-right side of the page, click the New custom field button. The New custom field page appears.
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Specify the Field details:
- Name: Enter the custom field name.
- Help: Enter help text that will display in a tooltip.
- Mandatory: Check this box to require the user to complete the field.
- Searchable (Conditional): Check this box to make the custom field searchable.
- Hidden: Check this box to hide the custom field on the New proof, New guest, and New user pages.
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Specify the Field type and details:
- Type: Select the custom field type.
- List items: (Conditional) Add the list items that will appear in the custom field.
- Default value: Select the default value for this custom field. This option will vary depending on the custom field type that鈥檚 selected.
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Click Save.
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Make any further changes to the settings for the field:
- Hide or unhide the custom field section by clicking the More
- Hide or unhide the custom field by clicking the More
- Change the order of the fields using the up/down arrows that display to the right of their names (if you have added multiple fields in a section).
- Hide or unhide the custom field section by clicking the More
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Click the Visibility rules tab.
Visibility rules allow you to dictate which additional fields are shown based on the completion of the initial custom field. For example, if the dependent field is A and the Controlling field is X, this means that Field A will only be visible if field X is completed.
You can use controlling values to determine the values in the controlling field which, if picked, will result in the dependent field being visible. For example, imagine that the dependent field is A and the controlling field is X and you set the controlling values in X to be options 1 and 2 only. This means that field A will be visible only if field X option 1 or 2 is selected. Additionally, if field X options 3 or 4 are selected, then field A doesn鈥檛 display.
note note NOTE Only List and Radio custom field types can be used for the controlling field in a visibility rule, while the dependent field can be any field type. To add a visibility rule:
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Click New visibility rule for the module you want to add the rule to.
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Select the settings you want for the rule, then click Save.
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Open the Dependency rules tab.
Dependency rules let you determine the options available in the dependent field when certain options are selected in the controlling field. For example, if the dependent field is 鈥淏鈥 and the controlling field is 鈥淵,鈥 you could set it up as follows:
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If option 1 in field Y is chosen, only options 1 and 2 in field B are shown.
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If option 2 in field Y is chosen, only options 3 and 4 in field B are shown.
note note NOTE Only List and Radio custom field types can be used for the dependent and controlling fields in a dependency rule. To add a dependency rule:
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Click New dependency rule for the module you want to add the rule to.
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Select the settings you want for the dependency, then click Save.
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Manage your custom fields
You can view and edit the details of your Custom field section or individual custom fields.
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From Workfront, click the Main Menu icon
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In the upper-right corner of the page, click Account settings.
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On the Account settings page select the Custom fields tab.
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Click the name of the custom field section or individual custom field.
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(Conditional) If you are managing a custom field section, make any of the following changes in the Custom field section page:
- Edit the name of the section.
- Move it to a different module.
- Hide/show the section.
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(Conditional) If you are managing a custom field, make any of the of the following changes on the Custom field page:
- Move the field to a different section.
- Edit the name of the field.
- Edit help text.
- Enable/disable the Mandatory setting on the field.
- (Conditional) Enable/disable the Searchable setting on the field.
- Hide/unhide the field.
- Edit the field type.
- Set/edit a default value for the field.
- Set up visibility and dependency rules.