Designing Forms with Global Assumptions

Form designers typically create a specific-purpose form that stores global assumptions (also called “drivers” or “driver data”), such as a depreciation value, tax rate, or unit price. This is useful if you want to migrate the form’s driver data using Application Management, for example, from a test environment to a production environment. Such forms are typically small, and are used as “lookup tables” that drive calculations.

To enable transferring global assumptions from a test to production environment, during form design for a simple form, in the Layout tab select Grid Properties and Global Assumptions Form. Then update the form to store driver data such as a tax rate. When migrating with Application Management, this enables migrating the driver data contained in the tagged form. Note that global assumptions cannot be used with composite forms or forms with multiple segments.