Design a Project Proposal Creation Form

Note: This topic is part of the Custom Idea Workflow: Example series.

In this custom workflow, when an idea is accepted, it will become a project proposal. When the Project Proposal Form is displayed, it will be prepopulated with the fields designated in the Idea to Project Proposal field mapping settings. It will also include additional fields to be completed, such as workspace and project currency. After this form is submitted, the idea becomes a project proposal.

To create the Project Proposal Creation Form:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Workflows and Forms, and then select Form Design.
  3. On the Form Design page, select Add to open a new form in the Form Editor.
  4. In the Properties: Form area, in the Name field, enter Project Proposal Creation.
  5. In the Context Type field, select Project.
  6. In the Sharing Method field, select Manual.
  7. In the Field Mapping field, select Idea to Project Proposal.

    Note: Mapped fields will copy from the idea to the project proposal even if the field is not added to the Create Project Proposal form.

  8. Add the following fields to the form using the Form toolbar:
    • Name
    • ID
    • Workspace
    • Project Currency
    • Problem Statement
    • Evaluation Score
    • Status
      • In the Properties: Field area, in the Default Value field, select Proposal.
  9. Select Validate, and correct any errors.
  10. Select Save.
  11. Select Publish.