Duplicating the Proposal Details Form

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

To duplicate the Proposal Details 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, hover your cursor to the left of the Proposal Details Form row.
  4. Select the Context menu, and then select Duplicate.
  5. Select Save.