Create the Proposal Summary Form

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

This form is associated with the Final Review manual decision step. It provides details about the proposal that the approver must view before making the final decision to reject or approve it.

To create the Proposal Summary Form:

  1. Duplicating the Proposal Details Form
  2. Adjusting the Proposal Details Duplicate Form Properties