Adjusting the Proposal Details Duplicate Form Properties

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

To adjust the properties of the duplicate Proposal Details Form and create the Proposal Summary Form:

1. On the Form Design page, select Proposal Details Form-1.
2. In the Properties: Form area, in the Name field, enter Proposal Summary Form.
3. In the Description field, enter Form used to review proposal details.
4. Under Form Fields, deselect Editable Data.
5. Select Save.
6. Select Publish.
7. Select Yes in the confirmation dialog box.