A Form Template can be created and/or edited from within the Forms section of the Project Setup area in the Workspace Project. Once a Form Template has been designed, users can then configure, Package and place the Form in the Project Overview section of each Project or Portfolio.
- Project Setup / Portfolio Setup
- Form Template
- Project Overview / Portfolio Overview
- Workspace Project
If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.