Add a Form

In Oracle Primavera Cloud workflows, forms are used to present and collect data about projects, project proposals, portfolio planning periods, scenarios, risks, and ideas. They can also be used to replace some pages in the application.

To add a form:

In the object selector, select a workspace.
In the sidebar, hover over  Workflows and Forms, and select Form Design.
On the Form Design page, select  Add to open a new form in the Form Editor.
In the Properties: Form area, in the Name field, enter the name that users will be able to select on the Forms page.
In the Description field, enter a description to help users distinguish the form from other forms.
In the Context Type list, select the kind of objects that you want the form to update or describe.
In the Sharing Method list, specify how the data is shared between parent and child workspaces:
- Manual: The data can be pulled down by child workspaces individually, using the Assign button in each child workspace. This is the default option.
- Automatic: The data is pushed down to child workspaces automatically.
Select Save.

When you save a form for the first time, it becomes a draft. If you navigate back to the Forms page, you will see that its Status is set to Draft. This means that it is not yet available for use. It will not become available until you publish it.

Note: When a form contains Scenario Type fields for Content Type: Portfolio, the form cannot be used to replace the default Details page.
When a form has certain conditions for Content Type: Project, the form cannot be used to create a project or proposal. These conditions are:

Mandatory fields are missing in the form.
All fields are individually set as read-only.
The form is set to read-only (even if fields are editable).
The following fields are added to the form: Document Grid, Image, Scenario, or Cost UDFs.

Tips

To make all fields in the form editable, select Editable data in the Properties: Form area.
To show guidelines marking the vertical edges of form elements, select Show guidelines.
To see how your form will appear when published in other areas of the application, select Preview. To see how the form will appear when it runs against a specific object, select Set Context on the Preview page.