Set the Details Page for Portfolios

By default, the Details page shows basic information about the portfolio. But you can replace the default Details page for all portfolios in a workspace with a custom form designed in the Form Editor.

Before you can set a custom Details page, you must have access to a published form that has a Context Type value of Portfolio.

To choose a form as the Details page for all portfolios in a workspace:

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 Portfolio.
4. Select the Forms tab.
5. In the Portfolio Details Form row, in the Form field, select the form that you want to use instead of the default Details page.
6. Select Save.
7. In the Inherit Form Mapping dialog box, select Yes or No.

   If the current form is already assigned in child workspaces, select Yes if you want to replace it with the new one. Otherwise, select No.

8. Select Save.

Now users who open the Details page for any portfolio in this workspace will see the form you chose here, not the default Details page.

Note: When a form contains Scenario Type fields for Content Type: Portfolio, the form cannot be used to replace the default Details page.