You can set up simple custom variables to use within forms as default answers to text or numeric question types or as values applied within calculation type questions. A simple custom variable has only a single value defined per business unit or project.
Field View enables both simple and complex custom variables. These instructions show you how to set up simple custom variables.
- Confirm that the correct business unit is selected in the Business Unit field, and that no project is selected in the Project field.
- Select , and click Custom Variables.
- In the Business Setup - Standards And Templates - Custom Variables screen, click Add Custom Variable.
- In the Add Custom Variable window, enter a name in the Custom Variable Name field.
- In the first Column Name field only, enter a column name.
- If the value of the variable will be a number, select the Is Number checkbox. Numbers can be used in numeric and calculation question types in forms.
- Click Save.
- In the BusinessUnit pane, in the left column, right-click a business unit for which you have permissions, and select Edit or click the Excel icon to use the custom variables template.
- If you are manually adding the variables, in the Add Custom Variable Detail window, enter a value in the column you just created, and then click Save.
- In the Business Setup - Standards And Templates - Custom Variables screen, make sure your variable and business unit are still selected, and then in the Add Project pane, click Add Project.
- In the Add Project window, select the project to which you want to assign the variable.
- Leave the Copy the Business Units Variable's (Recommended) checkbox selected.
- Click Save.
- To override the business unit's value for this variable in a project:
- In the Add Project pane, right-click the project and select Edit.
- In the Add Custom Variable Detail window, change the value in the column you created, and click Save.