Configuring the Collect Proposal Data Step

Note: This topic is part of the Creating a Project Proposal Approval Workflow: Example series.

To configure the Collect Proposal Data step:

  1. In the workflow element list, expand the Collect Proposal Data step.
  2. Select the Collect Proposal Details task.
  3. In the Options area, in the Form field, select Select.
  4. In the Select Form (Project) dialog box, select Proposal Initiation Form.
  5. Select Select.
  6. In the Performers field, select Select.
  7. In the Create Performer List, in the Search field, enter your username.
  8. In the Available list, select your username.
  9. Select Move Right.
  10. Select Create.
  11. Select Save.

Last Published Tuesday, May 21, 2024