Adding the Proposal Approval Notification Form

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

To add the Proposal Approval Notification 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.
  4. In the Properties: Form area, in the Name field, enter Proposal Approval Notification.
  5. In the Description field, enter Notification that the proposal has been approved.
  6. In the Context Type list, select Project.
  7. Select Yes in the confirmation dialog box.
  8. Under Form Fields, deselect Editable data.
  9. Select Save.

Last Published Tuesday, May 21, 2024