Set the Add Project Proposal Form

When users create project proposals, a form appears that enables them to enter all of the required information. You can replace the default Add Project Proposal form with a form that you create in the Workflows and Forms app.

Prerequisites

Before you can set a custom Add Project Proposal form, it must meet the following criteria:

Access: You must have access to the form.

Context type: The form must have a Context Type value of Project.

Required fields: The form must include the following fields:

ID
Name
Project Currency
Status
Workspace

All of these fields must be editable. This means the fields and the form itself must have the Editable data option selected.

Invalid elements: The form must not include the following form elements:

Document grids
Cover images
Evaluation tables
Cost UDFs

When you have a valid form, follow these steps to use it in place of the default Add Project Proposal form:

Navigate to the Project configuration page
1. In the object selector, select a workspace.
2. In the sidebar, select  Summary & Settings.
3. On the Summary & Settings menu, select Defaults & Options, and then select Project.
Select the Forms tab.
In the Add Project Proposal row, in the Form field, select the form that you want to use instead of the default Add Project Proposal form.
Save your changes:
1. Select Save.
2. In the Summary & Settings panel, select  Close.

Now, when a user adds a project proposal, the custom form that you selected will be used in place of the default proposal form.

Note: When a form has certain conditions for Content Type: Project, the form cannot be used to create a project or proposal. These conditions are:

Mandatory fields are missing in the form.
All fields are individually set as read-only.
The form is set to read-only (even if fields are editable).
The following fields are added to the form: Document Grid, Image, Scenario, or Cost UDFs.

Next: Set the Details Page for Projects