Forms Overview

Forms Overview Video

In Oracle Primavera Cloud, forms are used to present or collect data about a variety of objects. They can be shown to users during workflows, or they can be used to replace some default forms in the application.

When creating workflows, you can add forms to form tasks and manual decision tasks. Form tasks require performers to complete or review forms. Manual decision tasks do not require forms, but they can include forms that performers can fill out or view before making required decisions.

When configuring workspace settings, you can choose a form to take the place of the default General page for all projects or portfolios in the workspace. You can also replace the default Propose Risk form with a custom form.

To add, edit, delete, and view workflows and forms, you must have the corresponding security privileges.