User variables act as filters in forms, enabling planners to focus only on certain members, such as a department. Before you can associate a user variable with a form, you must create the user variable. When you create forms with user variables, planners must first select values in preferences for the variable before opening forms. Afterward, planners can change the variable on the form only if it is a dynamic user variables. Otherwise, they must continue to set the variable in preferences. For example, if you create a user variable called Division, planners must select a division before working in the form.
The first time planners select a variable for a form, they do so in preferences. Afterward, they can update the variable in preferences or in the form. For information about selecting user variables as members, see About Selecting User Variables as Members.