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Form Context Type Overview

Form Design > Form Editor > Create a Form > Add a Form

When you create a form, you must specify its context type. The Context Type value of a form determines what kinds of objects it can update or display information about.

In workflows, the specific objects a form can update or describe is determined by how workflows that use the form are configured and started.

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.

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Last Published Tuesday, May 21, 2024