Accessing a Custom General Form

If you or a manager created a custom form and marked it Available on Forms List, then you can access it from the Forms app when you open an idea, portfolio, program, or project.

To access a custom general form:

  1. In the workspace where the form was created, open an idea, portfolio, program, or project.
  2. In the sidebar, hover over Forms and select Forms List.

    This page lists all published forms that have been marked Available on Forms List in the workspace.

  3. On the Forms List page, select a form to view it.

    The custom form is populated with information from the open object.