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Custom Forms [Early Access]

Custom Forms give you the ability to adapt Mavenlink to your organization's processes and requirements. You can create custom forms for Projects to collect only the information relevant and essential to your organization.

 

JOIN EARLY ACCESS!

Custom forms are currently in Early Access, giving users like you the opportunity to test new features and provide input and feedback. If you would like to participate in the Early Access Program, please contact your Client Success Manager.

Overview

Custom Forms give you the ability to adapt Mavenlink to your organization's processes and requirements. You can create custom forms for Projects to collect only the information relevant and essential to your organization. You can also add Custom Fields to custom forms, ensuring that people fill out the additional fields that are necessary for your business workflows. Plus, you can add your own help tips to provide detailed guidance on how to fill out specific fields, improving the accuracy and quality of data.

You can replace default Mavenlink forms with your own custom forms. This allows you to customize Mavenlink to better match your organization’s needs. For example, you can create a custom form and set it as the default form for creating new projects. Then when a user creates a new project, your custom form opens instead of the default Mavenlink form.

If you are just starting out with custom forms, you'll first need to enable the feature in Settings > General Settings.

How to Enable Custom Forms

  1. Hover over Settings from the left-hand nav bar, then click General.
  2. Scroll to the Custom Forms section, then check Turn on Custom Form Builder for all Account Administrators.
    Check 'Turn on Custom Form Builder for all Account Administrators'
  3. Click Save.

Once enabled, a Custom Forms section will appear in Projects in the left-hand navigation bar.

Custom forms section in the Projects section of the left-hand nav bar.

Custom Forms will also appear in the Settings > Customizations section.

Custom Forms link in the Settings menu

Custom Forms Page

The Custom Forms page lists all of your custom forms. If you haven't created any custom forms yet, the list will appear empty.

The Custom Forms page

Click Add Form to create a new custom form.

The Add Form button

NOTE

Only Account Administrators can create custom forms. Published custom forms will be visible to all account members, but only Project Creators and above can create projects using custom forms.

Once you've created custom forms, you can type in the Search field at the top, and all the custom forms matching your query will appear below.

The search box on the custom forms page

To edit a form, click on the form title.

You can also perform the following actions from the Custom Forms page:

  • Click the Preview ("") icon to view a form.
  • Click the Clone ("") icon to clone a form. All the form fields and configurations will be copied to the new form. The new form will be saved as a draft.
  • Click the Delete ("") icon to delete a form. Note that a form must be saved as a draft before you can delete it.

Custom Form Builder

The custom form builder is where you create custom forms. The custom form builder is divided into two sections, with the Details and Component Library tabs on the left and the canvas on the right.

The Details tab includes the following information:

  • Status—Whether the custom form is published or a draft. Published custom forms appear in the Custom Forms section in the left-hand nav bar of the respective feature.
  • Location—The area within the Mavenlink user interface that the custom form is displayed.
  • Title
  • Description
  • Set as default—When you set a custom project form as the default form, the custom form will open when you click the Add New (“ ”) project button in the left-hand nav bar or the Add Project button in the Project List. The custom form replaces the default Mavenlink form for new projects. This allows you to customize the project creation process to match your business workflows.

Changes made to the Title and Description appear in the canvas immediately.

The Component Library tab lists all the fields you can add to the form and, if you're on the Enterprise or Premier plan, custom fields are also included. The Required section contains all the fields that are required at a minimum to submit the form. All required fields should be added to the form before publishing it.

The canvas is an editable area where you can add, configure, and rearrange fields. To add a field to a form, first click on the field to select it, then click on a highlighted area in the canvas.

Adding a field to a custom form

Once a field is on the form, click the Edit (" ") icon to configure the field. You can set the following options:

  • Field Label—The label that will appear on the page when the custom form is used.
  • Field Default Value—The value that pre-populates in the field when the form is opened. If the field has a commonly used value, enter it as the default value.
  • Field Placeholder—You can use the placeholder to provide a brief description or hint for the field.
  • Tooltip—Use the tooltip to provide detailed guidance on how to complete the field. The tooltip appears as a question mark (" ") icon beside the field label. Hovering over the tooltip displays the tooltip text.
  • Mark field value as required—If checked, the user must enter a value in the field in order to submit the form. Use this setting to ensure people fill out all fields that are essential for your organization's processes.
  • Mark field value as read only—If checked, the field will appear on the form but users won't be able to enter or select a value. This setting can be used in combination with a default value: If there’s information that should always be submitted and should not be changed by users, you can add a default value and mark the field as read only.
  • Mark field value as hidden—If checked, the field will be hidden on the form. This setting can be used in combination with a default value and the read only option: If there’s information that should always be submitted and not changed by users, you can hide the field to reduce the number of fields that appear on the form.

When you save a form, you have the option to publish it or save it as a draft. Published custom forms appear in the left-hand nav bar in the Custom Forms section of the respective feature. Drafts of custom forms do not appear in the left-hand nav bar and can be edited and published later.

Custom project forms in the left-hand navigation bar

How to Create a Custom Form

  1. Hover over Settings from the left-hand nav bar, then click Custom Forms.
  2. Click New Form.
  3. Select the Form Location:
    • Project Create Page
  4. Enter the Form Title. The form title is what will appear under the Custom Forms section in the left-hand nav bar. The form title has a 255 character limit.
  5. Click Configure Form. The form builder will open.
  6. In the Details tab, you can update the title and description. Be sure to add a detailed title and description to let people know when and how to use the custom form.
  7. Check Set as default if you want to replace the default form of the feature. Setting a custom project form as default will make the form open when you click the Add New (“ ”) button in the Projects section of the left-hand nav bar or the Add Project button in the Project List. The custom form replaces the default Mavenlink project form.
    If you need to restore the default Mavenlink project form later, edit the custom form that is set as default and click Publish or Save Draft.
  8. Click the Component Library tab and add fields to the form: Click on a field to select it, then click on a highlighted area in the canvas to insert the field in that location.
    Note: All fields in the Required section should be added to the form.
  9. To configure a field, click on the field in the canvas or click the Edit (" ") icon. Refer to the list above for field configuration options.
  10. Once you finish configuring a field, click the Close (" ") icon.
  11. To move a field, click the sort ("") icon, then click on a highlighted area in the canvas.
  12. To remove a field from the form, click the Delete ("") icon.
  13. Once you finish adding and configuring fields, select one of the save options:
    • Save Draft—Saves changes and saves the form as a draft. The form will not appear in the left-hand nav bar.
    • Publish—Saves changes and activates the form. The form will appear in the Custom Forms section in the left-hand nav bar of the respective feature.
      Note: The custom form will be visible to all account members, but only Project Creators and above will be able to create projects using the custom form.

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