Adjusting the Proposal Details Duplicate Form Properties
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 adjust the properties of the duplicate Proposal Details Form and create the Proposal Summary Form:
- On the Form Design page, select Proposal Details Form-1.
- In the Properties: Form area, in the Name field, enter Proposal Summary Form.
- In the Description field, enter Form used to review proposal details.
- Under Form Fields, deselect Editable Data.
- Select Save.
- Select Publish.
- Select Yes in the confirmation dialog box.
Last Published Tuesday, May 21, 2024