Adding the Proposal Approval Notification Form

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

To add the Proposal Approval Notification form:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Workflows and Forms, and then select Form Design.
3. On the Form Design page, select  Add.
4. In the Properties: Form area, in the Name field, enter Proposal Approval Notification.
5. In the Description field, enter Notification that the proposal has been approved.
6. In the Context Type list, select Project.
7. Select Yes in the confirmation dialog box.
8. Under Form Fields, deselect Editable data.
9. Select Save.