Configuring the Collect Proposal Data Step

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

To configure the Collect Proposal Data step:

1. In the workflow element list, expand the Collect Proposal Data step.
2. Select the Collect Proposal Details task.
3. In the Options area, in the Form field, select  Select.
4. In the Select Form (Project) dialog box, select Proposal Initiation Form.
5. Select Select.
6. In the Performers field, select  Select.
7. In the Create Performer List, in the Search field, enter your username.
8. In the Available list, select your username.
9. Select  Move Right.
10. Select Create.
11. Select Save.