I am looking to create a form within a portfolio that will automatically populate each time a new project is created within that portfolio. For example, the portfolio is the upcoming school year (2023-2024) and each new project is a different school district. I need a form that gathers specific information, but that will also be a part of opening a new project within the portfolio.
Thank you!
Welcome, @anon97084620,
You’d want to start by creating a project template including your form, either from scratch or from an existing project (probably a copy of an existing project). See this for more info:
The project template can specify a portfolio(s) into which projects created from it will go.
Additionally, you can add the template to a portfolio here:
which will then present it here:
Thanks,
Larry
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