Create the Proposal Details Form

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

This form is associated with the Collect More Information task step. After the Project Proposal Approval workflow determines that the proposal is for a project with a Risk Level value of High, Very High, or Not Identified, a user completes this form to enter additional information about the proposed project.

To create the Proposal Details Form:

1. Adding the Proposal Details Form
2. Adding Tabs to the Proposal Details Form
3. Adding Form Elements to the Overview Tab
4. Adding Form Elements to the Cost Estimates Tab
5. Adding Form Elements to the Benefits Tab
6. Validating and Publishing the Proposal Details Form