Adding Form Elements to the Details Tab

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

To add the form elements to the Details tab:

  1. Select the Details tab.
  2. In the Form toolbar, select the Instruction Text icon and drag it onto the form canvas.
  3. In the Properties: Instructions tab, in the text area, enter Provide risk, cost, and scheduling information about the proposal.

    When users receive the form in workflow tasks, this instruction text will help them understand what to do with it.

  4. On the Form toolbar, select the Input Field icon and drag it onto the form canvas.
  5. In the Select Fields dialog box, in the Available list, find and select the Risk Level field, and then select Move Right.
  6. Find and select the Strategic Priority field, and then select Move Right.
  7. Find and select the Planned Budget field, and then select Move Right.
  8. Find and select the Project Planned Start field, and then select Move Right.
  9. Find and select the Project Planned Finish field, and then select Move Right.
  10. Select Select.
  11. Select the Planned Budget field.
  12. In the Properties: Field area, select Required.
  13. Select the Project Planned Start field.
  14. In the Properties: Field area, select Required.
  15. Select the Project Planned Finish field.
  16. In the Properties: Field area, select Required.
  17. Select Save.

Last Published Tuesday, May 21, 2024