Revise onboarding form

[HemaV]

How to create engagement-type values in the onboarding form

[Sandeep Rajput]

@HemaV Could you please some more details on what exactly your requirements are?

[HemaV]

How can Add values to the Engagement Type field on the Engagement record?

[HemaV]

In the TPRM product, I need to revise the onboarding/Intake form with the following engagement types of values: valuation, Fund administration, investor reporting, etc. Please guide me on how to proceed in the developer instance