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Adding Form Elements to the Overview Tab

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

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

To add the form elements to the Overview tab:

1. Select the Overview 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 ID field, and then select  Move Right.
4. Find and select the Name field, and then select  Move Right.
5. Find and select the Description field, and then select  Move Right.
6. Find and select the Project Planned Start field, and then select  Move Right.
7. Find and select the Project Planned Finish field, and then select  Move Right.
8. Find and select the Risk Level field, and then select  Move Right.
9. Select Select.
10. In the Form Editor, select the ID field.
11. Under Usage, deselect Editable data.
12. Select the Name field.
13. In the Properties: Field area, under Usage, deselect Editable data.
14. Select Save.

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Last Published Tuesday, May 21, 2024