How to Configure Work Type Forms in OnePlan

Direct Answer: Configure a Work Type Form in OnePlan

To configure a Work Type form in OnePlan, open a plan of the desired Plan Type, go to Work Plan > List, select the ellipsis (...) menu, and select Configure. Select the Form Editor tab, choose the Work Type you want to configure from the Work Type menu, then build the form using the drag-and-drop editor — the same editor used for the Plan Details and Status Report forms.

What This Article Covers: Work Type Forms

This article explains how to build a Work Type form using the Form Editor — copying a form from another Work Type, adding, editing, rearranging, and deleting sections, and adding, editing, and removing fields. This requires the Work Plan app be installed.

What you will accomplish
After reading this article, you will be able to build a Work Type form with sections and fields using the drag-and-drop editor, and copy a form to another Work Type.

Before You Begin: Work Type Forms

• Owner (administrator) permissions in OnePlan
• The Work Plan app installed
• The Work Type you want to build a form for already exists — see How to Configure and Manage Work Types in OnePlan
• Familiarity with the Plan Details form editor is helpful, since the Work Type Form Editor uses the same drag-and-drop interface — see Set Up Plan Detail Forms

Why This Matters: Work Type Forms

Context: Forms Control the Work Item Experience

The Work Type form determines which fields your team sees and edits when they open a work item of that type. Building sections and choosing fields deliberately keeps the form focused on the data that matters for that kind of work, whether it's a Task, a Risk, or a custom Work Type.

Context: One Editor for Plan Details, Status Reports, and Work Type Forms

The Work Type Form Editor uses the same drag-and-drop editor as the Plan Details and Status Report form editors, so administrators familiar with either can apply the same skills here. See Set Up Plan Detail Forms for the equivalent Plan Details workflow.

Step-by-Step: Configuring Work Type Forms in OnePlan

Task: Open the Form Editor

1. Go to a plan of the desired Plan Type, then open Work Plan > List.
2. In the toolbar, select the ellipsis (...) menu, then select Configure.
3. Select the Form Editor tab.
4. From the Work Type menu, select the Work Type you want to configure the form for.

Task: Copy an Existing Work Type Form

You can copy an existing Work Type form from another Work Type to use as a starting point for your new form.

1. Select the Copy icon in the upper right corner.
2. Select the Work Type you would like to copy the form from.

3. Select Yes to confirm that you would like to copy the form. The page reloads and the copied form settings are applied.

Note: Copying a Work Type form from another Work Type will overwrite any existing configuration you have already done for the current Work Type.

4. Select Save.

Task: Add Form Sections

Sections make up the main layout of the Work Type form.

1. Select the Content button. This opens the Content panel on the right side of the screen.
2. Go to the Sections tab of the Content panel.
3. Choose a section layout from the list, then drag and drop the section onto the form.

Note: You cannot change a section's layout after adding it to the form.

4. Select the kebab menu in the section header and select Edit. This opens the Edit Section form on the right side of the screen.

6. Complete the Edit Section form:

   •  

     Configure the section header formatting:

     • Name — Enter a name for the new section.
     • Section Collapsed — Check the checkbox to have the section content collapsed by default.
     • Show Header — Check the checkbox to display the section header in the form.
     • Text Color — Use the color picker to select the text color for the section header.
     • Background Color — Use the color picker to select the background color for the section header.
       
     • Additional CSS — Enter any additional CSS formatting you would like applied to the section.
   • (Optional) Configure the column header formatting. Columns are components within a section:
     • Name — Enter a name for the column.
     • Text Color — Use the color picker to select the text color for the column header.
     • Background Color — Use the color picker to select the background color for the column header.
       
7. Select Update to apply your formatting to the form. Then close the Edit Section panel by selecting the X in the upper right corner.
8. Select Save to save the changes to the form.
9. Repeat steps 1–8 to add additional sections to the form.

Task: Edit Form Sections

Select the kebab menu in the section header and select Edit. This opens the Edit Section form on the right side of the screen. Update the section formatting as needed, then select Update to apply your changes. Then select Save to save your updates to the form.

Task: Rearrange Form Sections

Select and hold the section header, then drag and drop the section to the desired location in the form. Then select Save to save your updates to the form.

Task: Delete Form Sections

Select the kebab menu in the section header and select Delete. Select Yes in the confirmation pop-up to delete the section.

Task: Add Form Fields

Within the form sections, you can place form fields. These fields pull data from work items in your plans.

1. Select the Content button. This opens the Content panel on the right side of the screen.
2. Go to the Elements tab of the Content panel.
3. Search for or locate the desired field, then drag and drop it into the desired section and column on the form. Repeat until you have all the fields you need.

4. Close the Content panel by selecting the X in the top right corner, then select Save on the form.

Task: Edit Form Fields

Select the pencil icon next to the desired field in the form. The Edit Field form opens. From this form, you can:

• Hide Field Label — Check the checkbox to hide the field's label.

Be sure to save the form once your updates are complete.

Text Field Options

If you add a text field to your form, additional configuration options are available:

• Hide Field Label — Check the checkbox to hide the field's label.
• Number of Lines — Set the number of lines this field can display in the Work Type form.

Task: Remove Form Fields

Select the trash can icon next to the desired field. The field is removed from the form. Be sure to save the form once your updates are complete.

Frequently Asked Questions: Work Type Forms

Q: Do I need to create the Work Type before I can build its form?
A: Yes. In OnePlan, a Work Type must exist before you can select it in the Form Editor and build its form. See How to Configure and Manage Work Types in OnePlan.

Q: Is the Work Type Form Editor different from the Plan Details Form Editor?
A: No. In OnePlan, the Work Type Form Editor uses the same drag-and-drop editor as the Plan Details and Status Report form editors — sections, fields, and formatting options work the same way in all three.

Q: Will copying a form overwrite my current Work Type form?
A: Yes. In OnePlan, copying a form from another Work Type overwrites any existing configuration on the Work Type you're copying into.

Q: Can I change a section's layout after adding it?
A: No. In OnePlan, a section's layout is fixed once it's added to the form. Delete the section and add a new one with the desired layout instead.

What to Do Next: Work Type Forms

Continue configuration:

• How to Configure and Manage Work Types in OnePlan
• How to Configure and Manage Baselines for OnePlan Work Plans
• How to Enable Autosave in the Work Plan

Related form configuration:

• Set Up Plan Detail Forms
• How to Configure a Status Report Form in OnePlan

Understand the feature:

• Work Plan Configuration in OnePlan - Overview
• Work Plan Configuration in OnePlan - Guided Workflow