Changing the Project Details View | Community
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MattMo3
Level 2
November 14, 2023
Solved

Changing the Project Details View

  • November 14, 2023
  • 1 reply
  • 548 views

I'm somewhat new so I may not be doing this correctly...

 

I'm using two custom forms, a Request Form usable by our sales team to capture the initial project specifics of their request, then a custom Project Form when we convert their request to a project for completion and add additional details.

 

I need to see the info in the Request Form first in Project Details, but the system shows the Project Form first. Is there a way to change the default project settings so that Request always sits on top? 

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Best answer by skyehansen

You would organize the hierarchy of forms in whichever template you are using to create these projects. Simply edit the template and scroll down to the line that says "Arrange the custom forms in the order that you would like them to appear".

1 reply

skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
November 14, 2023

You would organize the hierarchy of forms in whichever template you are using to create these projects. Simply edit the template and scroll down to the line that says "Arrange the custom forms in the order that you would like them to appear".

M
MattMo3Author
Level 2
December 5, 2023

Thank you!

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