Assign a Form Template to a Project
You can assign form templates that were created in a business unit to one or more projects belonging to that business unit.
Once a form template is assigned to a project, form template properties can be edited, but questions in the form cannot be added, edited, or deleted.
- Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
- Select .
(Optional) In the Project Setup - Assign - Form Templates
screen, use the Search pane to find the form template you
want to assign to the project.
- Enter search criteria.
- Select the Business Form Template check box.
- Click Search.
- In the Business Forms pane, select the check box for each form template you want to assign to the project.
- Click .
- (Optional) In the Default Location field on the Assign Business Forms window, click to select the default location for the form on the project, and then click Apply.
- Click Save.