Complete Project Proposal Form

Note: This topic is part of the Custom Idea Workflow: Example series.

When users submit ideas, the workflow you created throughout this example will run. When the workflow's Project context form task is started, the form should contain data from the idea on which the workflow is run, corresponding to the specified Project to Idea field mapping the form is using. In the case of this example, the form's name field will be prepopulated with the name of the submitted idea.

After your workflow settings have been configured, you can now create project proposals from submitted ideas.

After adding, submitting, and accepting an idea, complete the following steps to complete the project proposal:

  1. In the header, select View notifications.
  2. In the Notification panel, select View All in Inbox.
  3. View workflow task Create Project Proposal Form.
  4. Complete the Project Proposal Creation form.
  5. Select Submit.

    A project proposal has now been created from the initial idea.


Last Published Monday, June 24, 2024