Set the Add and Edit Program Forms

By default, Oracle Primavera Cloud provides the forms that users use to add or edit programs. 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 programs.

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

1. Navigate to the Program configuration page
   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 Program.
2. Select the Forms tab.

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

   • Add: The form to use when users add a program to this workspace. Users must complete this form in order to add a new program to the workspace.
   • Edit: The form to use when users modify or view program details. This form will be displayed on the Details tab under program Summary & Settings.

   Forms that are appended with "(System)" are default forms.

3. In the row that represents the form that you want to replace, specify the custom form.

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

4. Select Save.