Specify That a Form Belongs to a Particular Entity

Note: This feature is only available in Latest Version interviews.

A newly created form or imported form will, by default, be associated with the Global entity. You can, however, specify that a form belongs to a particular entity. To do this:

1. On the Projects tab, select the Forms subtab.
2. Select the form in the forms list.
3. Click the form name.
4. In the Entity drop-down, select a different entity.
   
   

For more information on creating entity-level forms, see:

• Prepare the RTF Form Template
• Insert Entity-Level Attributes Into an RTF Form Template
• Insert Entity-Level Attributes Into a PDF Form Template
• Add a Form Control
• Specify the Entity to Attach the Uploaded Form to