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Adding Form Elements to the General Tab

Creating a Project Proposal Approval Workflow: Example > Create the Required Forms > Create the Proposal Initiation Form

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

To add the form elements to the General tab:

1. Select the General tab.
2. In the Form toolbar, select the  Input Field icon and drag it onto the form canvas.
3. In the Select Fields dialog box, In the Available list, find and select the Name field, and then select  Move Right.

   Usually, the fastest way to find a field is by typing it into the Search bar above the Available list.

4. Find and select the Description field, and then select  Move Right.
5. Find and select the Status field, and then select  Move Right.
6. Select Select.
7. Select the Name field.
8. In the Properties: Field area, deselect Editable data.
9. Select the Status field.
10. In the Properties: Field area, deselect Editable data.
11. Select Save.

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Last Published Tuesday, May 21, 2024