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Custom form order in Project Details

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Level 2

Hi! Is there a way to make custom forms appear in a certain order by default?

 

We have 2 forms, Project Request and Reporting Data, that get attached to a project after it is converted from a request.

Separately, we have a form, Asset Intake, within a template.

Once a request is converted and the template is applied, the form within the template keeps appearing first. We would like for it to appear in 2nd or 3rd place.

 

Right now, the form order appears automatically as:

Asset Intake

Project Request

Reporting Data

 

Ideal order:

Project Request

Asset Intake 

Reporting Data

 

Would appreciate any insight - thank you.

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1 Accepted Solution

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Correct answer by
Community Advisor

I'd try adding all 3 forms to the template(s) not just the first one. Even though there won't be data in 2 of them until it's converted, you can have them there in the order you want on the template and the converted info will fill into the custom forms there to receive the same info. I haven't tested it but worth a shot. Let me know.

If this helped you, please mark correct to help others : )

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1 Reply

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Correct answer by
Community Advisor

I'd try adding all 3 forms to the template(s) not just the first one. Even though there won't be data in 2 of them until it's converted, you can have them there in the order you want on the template and the converted info will fill into the custom forms there to receive the same info. I haven't tested it but worth a shot. Let me know.

If this helped you, please mark correct to help others : )