How to customize the form in project workspace.

[ClayS]

Hello everyone.
As a system administrator, I want to customize forms in the project workspace view.
(This is the form that appears on the right side of the screen when a project task is clicked on the Gantt chart screen.)

For classic view, I can do this using the form designer, builder, or layout, but I don't know how to edit the form above.

If anyone knows, it would be helpful if you could let me know.

[Vishwa Pandya19]

Hey Mirai,

Could you share screenshot of which form view on the workspace you are talking about?

Regards,

Vishwa

[ClayS]

Hi, Vishwa.

Thank you for your reply.
This is the screenshot of the form.
*This is just a sample pic thus it's not my actual instance.
I'd like to know how to customize this form as same as do so in classic form.

I would appreciate it if you could give me some advice regarding the above.
Thank you.

[Vishwa Pandya19 · Accepted solution]

Hi Mirai,

Follow the same steps as you do for classic form.

Go to the form layout of pm_project_task table.

Just change the view from Default View to Workspace Preview as shown below:

Then you'll be able to change the layout of the fields as required.

If my answer has helped you in any way please mark it correct or helpful.

[yad_achyut]

Hello @ClayS :

You can customize forms in the project workspace view. by following the given steps:
->go to your pm_project_task table 
->Open any record
-> click on breadcrum bar open configure Form Layout

-> Select the view you want to configure under the view name drop down 

-> Select the fields you want to be displayed on the form 
->save your changes