Adjusting the Duplicate Proposal Approval Notification Form Properties
Note: This topic is part of the Creating a Project Proposal Approval Workflow: Example series.
To adjust the properties of the duplicate Proposal Approval Notification form and create the Proposal Rejected Notification form:
- On the Forms page, select the Proposal Approval Notification-1 form.
- Select the instruction text at the top of the form.
- In the Properties: Instructions area, in the text area, replace the approval message with this message: The project proposal has been rejected.
- Select the white background of the form.
- In the Properties: Form area, in the Name field, enter Proposal Rejected Notification.
- In the Description field, replace the approval description with this text: Notification that the proposal has been rejected.
- Select the instruction text above the Cash Flow link.
- Press Delete.
- Select the Cash Flow link.
- Press Delete.
- Select Save.
- Select Publish.
- Select Yes in the confirmation dialog box.
Last Published Tuesday, November 19, 2024