Adding Tabs to the Proposal Details Form

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

To add the tabs to the Proposal Details Form:

  1. In the Form toolbar, select the Tabs icon and drag it onto the form canvas.
  2. In the Properties: Form area, in the Tabs list, change Tab 1 to Overview.
  3. Change New Tab to Cost Estimates.
  4. In the Form Editor, next to the Cost Estimates tab, select add tab Add Tab.
  5. In the Properties: Form area, in the Tabs list, change New Tab to Benefits.
  6. Select Save.


Last Published Tuesday, May 21, 2024