Create the Proposal Initiation Form

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

This form is associated with the Collect Proposal Data task step. It requires a user to enter specific identification and budgeting information about it.

To create the Proposal Initiation Form:

1. Adding the Proposal Initiation Form
2. Adding Tabs to the Proposal Initiation Form
3. Adding Form Elements to the General Tab
4. Adding Form Elements to the Details Tab
5. Validating and Publishing the Proposal Initiation Form