When you create a data form, you associate it with a plan type, which determines the data form's valid members. For example, if you assign a data 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 data form after assigning it.
You can edit data form accounts if their source plan type matches the data form's plan type. If you add an account to a data form for a plan type other than the account’s source plan type, the account is read-only on that data form.