Defining User Variables

You can define user variables to help users focus on particular members, such as their department's expenses. For example, you can create a form with entities on the rows, and a user variable called Department. You can limit the number of rows displayed on the form by selecting a member for the Department user variable, such as Sales. Later, you can select another value for Department, such as Marketing.

To add or update user variables:

  1. Click Tools, and then click Variables.
  2. Click the User Variables tab.
  3. To add a user variable, click Add icon (Add), to add the new variable to the end of the variables list.
  4. To define a member value for a user variable, click member selector icon (Member Selector) next to the variable, and then select members.
  5. Select Use Context to use the user variable in a form's POV. With this setting, the value of the user variable changes dynamically based on the context of the form in which the variable is used.

Note:

For Forms 2.0, the server automatically sets default values for dynamic and context-sensitive user variables. You won't need to select values for dynamic and context-sensitive user variables before working in a form. For Forms 1.0, you must select values for all user variables, including dynamic and context-sensitive user variables, before working in the form.