Attach Forms to Commitments

You have the ability to attach and remove attached forms from a commitment in the event the form was attached in error.

Forms are permission driven. If a user does not have the permission level to view the form in the Forms module, they will not be able to view the Form attached to the commitment.

To attach forms to a commitment

  1. Go to the Commitment Details page.

    2. For more information, see Access the Commitment Details Page.

  2. Click the Attached Forms tab.
  3. Click Attached Forms.

    4. The Attach Forms from [Project Name] filter displays.

  4. Filter for the forms you want to see.

    5. Results display in the table below.

  5. Select the check box next to the form(s) you want to attach.
  6. Click Attach.