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Duplicating the Proposal Details Form

Creating a Project Proposal Approval Workflow: Example > Create the Required Forms > Create the Proposal Summary Form

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

To duplicate the Proposal Details 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, hover your cursor to the left of the Proposal Details Form row.
4. Select the  Context menu, and then select Duplicate.
5. Select Save.

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Last Published Tuesday, May 21, 2024