Dynamically Setting User Variables

If the administrator defined a data form with at least one user variable and enabled dynamic user variables, you can dynamically select and change user variable values directly in the data form. For example, for a variable called Department, you can select Sales members to plan sales expenses and then select Marketing members to plan marketing expenses. You can also set values for user variables in user preferences (see Setting Preferences for User Variables).

If the data form was defined with the Use Context option, user variables can be used in the POV. With this setting, the value of the user variable changes dynamically based on the context of the data form.

Note:

You must select a value for user variables before working in the data form.

To dynamically change values for user variables in data forms:

Open a data form containing a user variable and for which dynamic user variables are enabled.
Click the text that displays the user variable.
The variable and its currently selected value display under the POV. If the data form was defined with the Use Context option, the variable displays above the data form.
Select members:
- To select, click .
- To remove, click .
- To remove all, click .
- To move a member in the list, click or .
Click Submit.
The data form displays the selected members.