Adding Tabs to the Proposal Initiation Form

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

Now that you have created the Proposal Initiation Form and defined its general properties, you can add tabs to organize its components.

To add the General and Details tabs:

  1. In the Form toolbar, select the Tabs icon and drag it onto the form canvas.
  2. In the Properties: Form area, in the Tabs list, change Tab 1 to General.
  3. Change New Tab to Details.
  4. Select Save.