Insert form controls

You can insert form controls to collect data about the project. Choose the right control for the data you want to track.

About form controls and graphs

Form controls let users enter data and interact with the form in fill out mode. You can add form controls directly to the form, inside a layout grid, or inside a data-entry table. The type of control you use depends on the type of data you want to collect. For example, to collect information about the project's level of complexity, you might create a list control with the values: High, Medium, and Low. If you want to know whether the project is a success, you might insert a check box control where a checked box means " yes" and an unchecked box means "no". You can also use formula controls and graph controls to calculate and display the results of other controls.

Help me choose a control or a graph

When you create or modify a form, you can choose from the following form controls and graphs.

Text Box
Users can enter unformatted text.
Check Box
Users can turn an item on or off.
Drop Down
Users can choose one value from a list. Values are visible only when you click the down arrow in the control.
Users can enter multiple lines of unformatted text with line breaks.
Displays the results of a mathematical operation. For a list of formula functions, go to Formula functions.
Users can choose one value from a set of values. Values are displayed as radio buttons.
Numeric Box
Users can enter a decimal or an integer.
Rich Text
Users can enter multiple lines of formatted text and insert images, hyperlinks, and symbols.
Date Picker
Users can enter a date or choose one from a calendar.
Users can choose one value from a list of values. Values are always visible.
Optional Section
Users can show or hide sections of a form.
Text hidden
Text shown
Bar Chart
Users can compare data values in a data-entry table.
Gantt Chart
Users can track the progress of tasks in a data-entry table.
Pareto Chart
Users can plot values in a data-entry table to see where the largest gains can be made.
Users can illustrate the relationship between two variables in a data-entry table.

Example: Insert a memo control

In this example, you want users to enter the results of their data analysis, which can be lengthy. So, you insert a memo field, which allows users to enter multiple lines of unformatted text with line breaks.

  1. Click the workspace where you want to insert the control.
  2. On the Form tab, choose Memo.
    The Memo control appears in the workspace.
    Memo control in design mode
  3. Test the control in fill-out mode.
    Memo control in fill-out or preview mode

To set up form controls to update user-entered values throughout the project, go to Connect form controls.

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