Setting Limits for User Variables on Forms

You can limit which members users can see or select on individual forms by limiting their member selections for a user variable. The user variable limit applies the restriction to all users at the form level, regardless of their access permissions. In addition to setting the limits by members, Service Administrators can select limits by function (for example, "IChildren(Existing Employees)".

To set up user variable limits:

  1. During form design, select Enable Dynamic User Variables to allow dynamic user variables in the form.

    See Setting Form Precision and Other Options.

  2. Create a user variable.

    See Creating User Variables.

  3. In the User Variable Definition field on the Variables page under the User Variables tab, click Select Members icon, and add or remove members to set limits.

    To select members by function, click Function Selector icon and select from the available options.

  4. In the form designer, assign the user variable to the page axis.

    See Defining Form Page and Point of View.