Assign a Custom Risk Form at the Project Level

At the project level, you can determine which form users fill out when they create risk proposals for a project. This can be the default risk proposal form, which includes basic information, or a custom risk proposal form created in the Form Editor.

To assign a custom form at the project level:

1. Navigate to the project settings page
   1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
   2. From the  Main Menu, select  Summary & Settings.
   3. On the Summary & Settings page, select Settings.
2. On the Forms tab, select Risk.
3. In the Propose row, in the Form field, choose a custom form.
4. This is the form users will fill out when they propose a new risk for a project.
5. Select Save.

Now, whenever the action in the Action Name field occurs for the chosen object, the application will present the specified custom form instead of the default form.