1. Administering FreeForm
  2. Accessing More Administrative Tasks
  3. Administering Forms
  4. Creating Forms
  5. Designing Specific Types of Forms
  6. Designing Forms with Global Assumptions

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 Migration, for example, from a test environment to a production environment. Such forms are typically small, and are used as "lookup tables" that drive calculations.

Note:

Global assumptions can't be used with dashboards or forms with multiple segments.

To enable transferring global assumptions from a test to production environment during form design:

  1. In the Layout tab, click Grid Properties.

  2. Under Other, select Global Assumptions Form.

  3. Update the form to store driver data such as a tax rate. When migrating with Migration, this enables migrating the driver data contained in the tagged form.