To add a Form to a work package:

  1. In the Workflow Painter, choose Forms on the Map menu.

  2. On the Forms tab, click the Add a New Form icon .

  3. On the Workflow Forms page, click Browse Content Server and then click the Select link of a Form Template on which the Form you want to add is based.

  4. In the Form Name box, type the Form name.

  5. In the Status View list, click the view that a Workflow manager will see when viewing the Form in an executing Workflow.

  6. In the Storage Mechanism list, click the storage mechanism by which you want to store the data that users fill in the Form.

  7. Optional Select the Disable Versions check box to disable Versions of the Form.

  8. Optional Select the Required Form check box to require step assignees to view the Form.

  9. Optional Select the Display Attachments check box to allow users to access Workflow attachments from the Form.

  10. Click Add Form.

  11. Save the Workflow Map.

For information related to this procedure, see Adding Forms to the Work Package.