Hi.

I have created a custom form that I want to be used across all portfolios (just additional information we need). When creating the portfolio, I know how to add the custom form, but is there a way to make sure that custom form is alway part of the portfolio creation? If the user needs to add it each time, I don't think it will happen, and some of the fields are mandatory, so I want to make sure they are being filled out.

With projects, this is solved by using templates, but there does not seem to be an equivalent for Portfolios.