User variables
function as filters within forms, allowing users to narrow their focus to
specific members, like a department. Prior to linking a user variable to a
form, you need to establish the user variable. When designing forms with user
variables, users are required to initially designate values in preferences for
the variable prior to accessing the forms. Subsequently, users can modify the
variable within the form only if it's dynamic. If not, they must persist in
setting the variable in preferences. For instance, if a user variable named
"Cost Center" is created, users must designate a Cost Center before
engaging with the form.
When users interact with a form for
the first time, they set their preferred variable, such as a department or
division, in their preferences. This initial selection is crucial as it helps
customize their form-viewing experience.
After the initial setup, users have
the flexibility to update this variable. They can either go back to their
preferences and make changes there, or they can directly adjust the variable
within the form itself. This flexibility allows users to adapt their form
interactions based on changing needs or contexts without needing to navigate
away from the form.
Overall, this approach ensures that
users have control over their viewing preferences and can tailor their
experience to suit their individual requirements.
