Insert form controls

When you design a form, you can insert form controls to collect data about the project.
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.
  1. In Design mode, select the workspace where you want to insert the form control.
  2. 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, or projects.

  1. In Design mode, double-click the form control.
  2. In the form control dialog box, select Do not connect the form control to a data field.
  3. 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.

  1. In Design mode, double-click the form control.
  2. Select Connect the form control to a data field, then select Select Data Field.
  3. In the Data Connection Setupdialog 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.
  4. Select OK in each dialog box.
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