Manage local data fields and personal templates

In the desktop app only, you can manage data fields and templates in your own project.

Local data fields

In the Companion desktop app, you manage the data fields for your own project in the Data Definitions dialog box. From this dialog box, you can add, edit, or delete data fields. Any data fields that you create in your project are called local data fields.

To create or edit local data fields, go to Create local data fields.

Personal templates

In the Companion desktop app, you manage your own templates. When you save a project, a form, or a tool as a template, Companion saves it to your Personal folder.

To create or edit personal templates, go to any of the following topics:
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