To share data with other forms or the with the dashboard,
connect the data fields to form controls. For information, go to
Insert form controls.
List
(text values)
Use to specify the text values that a user can choose from. Use text list
values in the following ways.
On the dashboard, use to group
variables on summaries, for example, Total Hard Savings for each business unit.
On the dashboard, use as
filters, for example, show all projects in the Eastern and Southern regions.
On forms, connect text lists
to drop down, option, or list controls.
You can keep a blank row as the default value to prevent a project from
reporting a value that a user did not intentionally choose.
Examples
Single-value list field with text values
List field with text values in a data table
List
(numeric values)
Use to specify the numeric values that a user can choose from. Use numeric
list values in the following ways.
Use to convert text values to
numeric values for use as inputs into formulas. For example, in a numeric
formula, "yes" could equal 1 and "no" could equal 0.
On forms, connect numeric
lists to drop down, option, or list controls.
Examples
Single-value list with numeric values
List field with numeric values in a data table
Text
Use when data is a text string, with no line breaks or paragraphs. Use text
values in the following ways.
To allow users to enter
multiple lines of text, including line breaks or paragraphs, choose a memo
field instead.
To limit users to a
pre-defined list of values, choose a list field instead.
On forms, connect text fields
to text box controls.
Examples
Single-value text field
Text field in a data table
Memo
Use memo values in the following ways.
Use when data is multiple
lines of text, including line breaks or paragraphs.
On forms, connect memo fields
to memo controls.
Examples
Single-value memo field
Memo field in a data table
Rich Text
Use rich text values in the following ways.
Use when single-value data is
formatted as bulleted lists, bold, underlined, color, and so on.
Use when single-value data is
an image; images cannot be displayed on the dashboard.
On forms, connect to a rich
text control.
Example
Single-value rich text field
Date
Use when data is a date. Use date values in the following ways.
Choose from a short date
format or a long date format.
On forms, connect date fields
to date picker controls.
Examples
Single-value date field
Date field in a data table
Decimal
Use when data is a decimal number or a percentage, or if users must enter
scientific notation. If you specify the number of decimal places, then the
maximum number of decimals that are stored and displayed is 9. If you
do not specify the number of decimal places, then the maximum number
of decimals that are stored and displayed is 15. Users can enter any number
within the minimum/maximum you set. Use decimal values in the following ways.
To limit users to a
pre-defined list of numbers, choose a list field instead.
On forms, connect decimal
fields to numeric box controls.
Examples
Single-value decimal field
Decimal field in a data table
Percentages and scientific notation require a decimal field.
Integer
Use when data is a whole number. Commonly used for financial data to prevent
users from entering fractional currency. Users can enter any number within the
minimum/maximum you set. Use integer values in the following ways.
To limit users to a
pre-defined list of numbers, choose a list field instead.
On forms, connect integer
fields to numeric box controls.
Examples
Single-value integer field
Integer field in a data table
Formula
(numeric values)
Use when data is a numeric result of a formula. Use numeric formula values
in the following ways.
Formulas use other fields to
produce a result. For example, some formulas might add or subtract financial
fields.
On forms, connect numeric
fields to numeric box controls.