Customizing the form
Each item in your project starts with a form. A form lets you define what data is necessary to move an item through your project. As a project admin, go to More options button () > Edit form to customize the default form. You can also click any existing item > Edit form. The default form has the following mandatory fields:
In addition to these, there are three system fields:
- Due date
- Current step
These mandatory and system fields cannot be deleted from your form. You can add as many new fields as you want to a form by clicking + Add a new field. For each new field, you can change the name of a field, make it required, or add a default value. You can also create rules for validation, visibility, and appearance of the field. Drag and drop the field to rearrange a field anywhere within a form. To delete a field, click the Delete button () next to the field name.
Once the form is updated, click Publish.
Unlike processes and cases, project forms only support fields, and not sections and tables. Fields are the building blocks of your form. They are the individual pieces of data you want to collect. Project forms have 17 different types of fields to capture several kinds of data. It does not support Remote lookup, Aggregation, Rich text, Signature, and Sequence number fields.
Click on any field type to add it to the bottom of the form. You can also click on the place in the form where you want to add a field and a new one will pop up.
The form will look exactly like you create it here to a user. To rearrange fields, drag and drop them where you want them to go. You can move individual fields, or an entire row of fields. Fields can be resized to any dimension you need. Drag to resize the width of the field. Rows can have up to four fields.