Our Update Category Generator solution gives you the current definition of an existing custom form as an Excel file in the proper format you can then easily manipulate and upload using our Update Category solution
| HOW | Free, Image |
| WHAT | Configuration |
| WHEN | Since 2013 |
| WHERE | Custom Data |
| WHO | Planner, SysAdmin |
| WHY | Automation, Data Processing, Simplification |
Our Update Category Generator solution gives you the current definition of an existing custom form as an Excel file in the proper format you can then easily manipulate and upload using our Update Category solution.
MORE DETAILS…
TIP: We invite you to learn about this solution below, and once you are ready, to then proceed here.
Our Update Category Generator solution gives you the current definition of an existing custom form as an Excel file in the proper format you can then easily manipulate and upload using our Update Category solution.
To use it…
Select a custom form, then run it to generate an Excel file with a category tab containing columns for all parameter group and parameter definitions (including required, sharedrow, and formula) for the Workfront category that matches, which you can then manipulate and upload using our Update Category solution.
PRICING
Free
Our Update Category solution allows you to quickly manipulate categories, including adding, removing, and reordering parameters and parameter groups, as well as modifying and validating calculated parameter formulas.
| HOW | Annual License, Image, On Demand |
| WHAT | Configuration |
| WHEN | Since 2013 |
| WHERE | Custom Data |
| WHO | Planner, SysAdmin |
| WHY | Automation, Data Processing, Simplification |
Our Report Custom Forms and Parameters solution automatically enumerates your Workfront categories and parameters into an Excel spreadsheet that you can use for clean up, maintenance planning, and backup documentation.
| HOW | Annual License, Image, On Demand |
| WHAT | Configuration, Reporting |
| WHEN | Since 2012 |
| WHERE | Custom Data, Other |
| WHO | Planner, SysAdmin |
| WHY | Automation, Data Processing, Simplification |