Selecting Forms for Availability on the Forms List Page

You can select custom forms for users to access from the Forms List page in an open idea, portfolio, program, or project. Restricted configured fields in project forms show as non-editable for users that do not have the workspace permission for Edit Restricted Configured Field. For more information on how to create and access a custom form, see Creating a Custom General Form and Accessing a Custom General Form.

To make a custom form available on Forms List:

  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, locate the form and select the Available on Forms List check box.

    Users will now have access to the form on the Forms List page.

    Note: When a form contains Scenario Type fields for Content Type: Portfolio, the form cannot be used to replace the default Details page.
    When a form has certain conditions for Content Type: Project, the form cannot be used to create a project or proposal. These conditions are:

    • Mandatory fields are missing in the form.
    • All fields are individually set as read-only.
    • The form is set to read-only (even if fields are editable).
    • The following fields are added to the form: Document Grid, Image, Scenario, or Cost UDFs.