Create workspace view rules for planning item forms in Strategic Planning

Define workspace view rules for the form views of new planning item types in Strategic Planning.

Before you begin

• Create form views for planning item tables in Strategic Planning
• Ensure the application scope in your instance is set to Portfolio Planning

Role required: admin

Procedure

1. Navigate to All > Workspace Experience > Forms > Workspace View Rules.
2. Select New.
3. On the form, fill in the fields.

   For field information, see View rule form.

4. In the Conditions section, select Add Filter Condition and add the following condition:
   • For APW Default view: Created is not empty
   • For Default view: Created is empty
5. Select Submit.
6. Repeat this process until you have completed creating both workspace view rules.

What to do next

Enable custom item types in Strategic Planning.