Adding the Proposal Initiation Form

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

Before you can define the tabs, fields, and other components of any form, you must add it and set its general properties.

To add the Proposal Initiation 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, select Add to open a new form in the Form Editor.
  4. In the Properties: Form area, in the Name field, enter Proposal Initiation Form.
  5. In the Description field, enter Use this form to enter information about the proposal.
  6. In the Context Type list, select Project.

    Select Yes in the Change Context Type dialog box. This dialog box is only relevant if you have already added fields to the form.

  7. Select Save.

    Note: 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.

Last Published Tuesday, May 21, 2024