Form controls allow users to enter data and interact with the form in
Fill Out mode. If you want to share this user-entered data across tools, forms, and projects, and with the dashboard, you must connect the form control to a data field.
- In Design mode, select the workspace where you want to insert the form control.
- On the Form menu, select a form control. For help on how to choose the appropriate form control, go to Types of form controls.
Insert a form control that is not connected to a data field
When you do not connect a form control to a data field, the
user-entered data is not shared across tools, forms, and projects,
or with the dashboard.
- In Design mode, double-click the form
control.
-
In the form control
dialog box, select Do not connect the form control to a data field.
-
Complete the dialog box
to format the form control, then select OK.
Insert a form control that is connected to data field
When you connect a form control to a data field, the
user-entered data is shared across tools, forms, and projects, and
with the dashboard.
- In Design mode, double-click the form
control.
-
Select Connect the form control to a data field, then select Select Data Field.
-
In the Data Connection Setup dialog box, expand the category of your choice and choose
the data field to connect the form control to. For example, to
connect a Text Box control to the Project Leader data
field, expand the Team Roles category.
-
Select OK in each
dialog box.
