When you create a form, you associate it with a plan type, which determines the form's valid members. For example, if you assign a form to the Revenue plan type, you can add only accounts that are valid for the Revenue plan type. Entered data is saved to the selected plan type's database. You cannot change the plan type for a form after assigning it.
You can edit form accounts if their source plan type matches the form's plan type. If you add an account to a form for a plan type other than the account’s source plan type, the account is read-only on that form.