Dynamically Setting User Variables

If your administrator set up a form with at least one user variable and enabled dynamic user variables, then you can select and change user variable values directly in the 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 User Variables.

If the form was defined with the Use Context option, then 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 form.

Note:

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

To dynamically change values for user variables:

1. Click the text that displays the user variable.

   The variable and its currently selected value display under the POV.

2. Select the members that you want, and then click OK.

   The form displays the selected members.