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Changing the Project Details View


Level 2

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? 

1 Reply


Community Advisor

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".