Add and complete a form

Add a form, then complete it to record and analyze project data or summarize the statistical analyses from Minitab or other statistical software.

Add a form

You can add any number of forms to your project. To learn more about all the forms in Engage, go to Available forms.

  1. From the navigator pane, select Add Tool, then choose a template.
  2. Complete the form by entering data in the fields and tables. To move between fields and table cells, press Tab.

Add rows and columns

You can add rows and columns to data-entry tables.
Hold the mouse pointer on the row or column, select the add button , then choose an option.
Add row button
Add column button
Tip

To keep row and column headers visible as you scroll through a table, choose Form > Freeze Headers.

Sort rows by column

Sort rows in a data-entry table by column to arrange the data in ascending or descending order.
  1. Hold the mouse pointer on the lower right corner of the column header.
  2. When the sort button appears, select it, then choose Sort Ascending or Sort Descending.

Group and ungroup columns

Group or ungroup columns that contain identical values in adjacent rows in a data table. Grouping only applies to columns that are set up to merge rows with identical values.
To group or ungroup a column, choose Form > Group Columns.
  • When the option is selected, columns that contain identical values in adjacent rows are merged.
  • When the option is unselected, columns that contain identical values are displayed as individual rows.

Copy data from other applications

You can copy data, such as graphs, analyses, and table data from other applications to forms in Engage.

Copy graphs and analyses from Minitab® Statistical Software

You can copy graphs and analyses from Minitab Statistical Software.

  1. In Minitab, right-click the graph or the analyses to copy, then select Copy Graph or Copy.
  2. In the Engage form, open the form, right-click in a field, and choose Paste.

Copy data from Microsoft® Excel

You can copy data from Microsoft® Excel to a table in a form.

  1. In Microsoft® Excel, select the cells you want to copy and press Ctrl+c.
  2. In the Engage form, select the cell where you want to paste the copied cells.
  3. Press Ctrl+v. The cells are pasted into the data-entry table. For every new row on the Clipboard, a new row is added to the data-entry table.

Use Quick Fill

When available, use Quick Fill to enter data in a data field or a table cell.
In Fill Out mode, hold the mouse pointer on a data field or in a table cell. If the Quick Fill button appears, select it, then choose a value.
Tip

If the value you want does not appear, you can type it.

Take a snapshot

After you complete a form, you can take a snapshot of it. The snapshot is an image that captures the form at a specific point in time. You can use the snapshot for archival purposes. After you take a snapshot, you can send it to the roadmap or to the Clipboard for use in other programs.
Choose Form > Take Snapshot.

Watch a video

Watch a video to learn more about forms.

Watch a video to learn more about how to summarize statistical analyses in forms.

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