Customize the System Add Idea Form

In Primavera Cloud, custom forms can be used to replace some default pages and forms. Among these is the form that appears when users add an idea. By default, the add idea form asks the user who is setting up the new idea to provide some basic information. By creating a custom form to take its place, you can have the idea creator provide different information, change which fields are required, and leave out fields that may not be important.

The process to customize a system form has three basic parts:

  1. Duplicate the system form.

    This step isn't strictly necessary in the root workspace, where you can directly edit system forms to make new, customized versions. Duplicating system forms first, however, enables you to customize them in any workspace where you have the required security permissions. It also allows you to more easily preserve default system form settings.

  2. Edit and publish the new duplicate form.
  3. In Summary & Settings, set the newly customized form as the form associated with the Add idea action.

Duplicate the system form

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Workflows and Forms, and select Form Design.
  3. On the Form Design page, find the form titled Add Idea Form (System).
  4. Next to the Add Idea Form (System) row, select the Context menu, and then select Duplicate.

    This creates a new customizable form titled Add Idea Form (System)-1. (Notice the "-1".)

  5. Select Save.

Edit and publish the new duplicate form

  1. On the Form Design page, open the new Add Idea Form (System)-1 form.

    Either select the title of the form, or select Edit from the Context menu by the form row.

  2. In the Form Editor, customize the form, but don't change its Context Type value from Idea or remove any required fields.

    Here you can edit properties for the entire form, add elements to the form, remove elements from the form, and customize form elements.

    For example, you can change the name of the form. If you've already highlighted a form element like a field, select the outermost edge of the form to reveal the Properties: Form area. Then, in the Name field, replace the default name, Add Idea (System)-1 with a name of your choice. Something like Custom Add Idea form might make sense.

    Another common customization is to make certain fields required. For example, you may want to require any user who adds an idea to also explain its benefits. To do this, select the Benefits field. Then, in the Properties: Field area, make sure the Required option is checked.

  3. Select Validate to check the form for errors and possible issues.

    This step helps you make sure the form includes all required fields and is free of errors.

  4. Select Publish.

    Select Yes in the New Version dialog box.

Set the new, customized form as the form associated with the Add idea action

  1. If you're still in the Form Editor, select Close so you can access the sidebar.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, select Defaults & Options, and then select Idea.
  4. On the Defaults & Options: Idea page, select the Forms tab.
  5. In the Form field of the Add row, select the customized form that you published.
  6. Select Save.
  7. In the Summary & Settings panel, select Close.

Now, when users add ideas in this workspace, they are presented with the newly customized form.


Last Published Tuesday, May 21, 2024