Assign a Custom Risk Form at the Project Level

At the project level, you can determine which form users fill out when they create risk proposals for a project. This can be the default risk proposal form, which includes basic information, or a custom risk proposal form created in the Form Editor.

To assign a custom form at the project level:

Navigate to the project settings page
1. In the object selector, select a project.
2. In the sidebar, select  Summary & Settings.
3. On the Summary & Settings menu, select Settings.
On the Forms tab, select Risk.
In the Propose row, in the Form field, choose a custom form.
This is the form users will fill out when they propose a new risk for a project.
Save your changes:
1. Select Save.
2. In the Summary & Settings panel, select  Close.

Now, whenever the action in the Action Name field occurs for the chosen object, the application will present the specified custom form instead of the default form.

Next: Configure Schedule Health Score Settings