Set the Add and Edit Idea Forms

By default, Primavera Cloud provides the forms that users use to add or edit ideas. In the Workflows and Forms app, you can create forms to replace these default forms. After that, you can choose which forms appear when users add or edit ideas.

To specify which forms appear when users add or edit ideas:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Summary & Settings.
  3. On the Summary & Settings page, select Defaults & Options, and then select Idea.
  4. On the Defaults & Options: Idea page, select the Forms tab.

    This tab shows a list of forms used at various stages in an idea's lifecycle.

    • Add: The form to use when users add an idea to this workspace. Users must complete this form in order to add a new idea to the workspace.
    • Edit: The form to use when users modify or view idea details. This form will be displayed on the Idea Home page.

    Forms that are appended with "(System)" are provided by the application.

  5. In the row that represents the form that you want to replace, specify the custom form.
  6. Select Save.

    Note: Only published forms with a Context Type of Idea can be configured for use with the ideas. Forms must also contain all required fields for the action they are associated with, and they must be valid.