User component overview

Use case

At times, it is required that while filling out the form, user selection is required. This can be done to handle 2 kinds of use cases:

Simple field input: Simply capture a user-selection. For example, a manager is filling out a form for rewards and recognition, and wants to select a direct reportee for recognition.
Use selected user further in the flow:
1. Assign a step/task to the selected user.
2. Fetch information of the selected user or execute action on behalf of the user. For example, create a ticket on behalf of a selected user.

How to create a user field

Similar to creation of any other field, a workflow designer can create a user component on the form.

Fill out mandatory field configurations.

Save the form changes to the draft version of the application by clicking on 'Save as drafts'.

User component configurations

Field	Description	Other details/Examples
Field ID	A field in a database is recognized uniquely by field ID.	Multiple fields can have the same field ID. In such a case, the same values & rules would be governed in database. For a Field ID, only special characters allowed are hyphen, underscore A Field ID cannot have preceding or succeeding space.
Type	Multi-select Single-select You can choose one option to make the user selection within the dropdown as single/multiple select.
Field Label	The label for the added user component	The label of the component should be added which is user interpretable. A component on the form reflects as the added label Default label: User/s Selection
Placeholder	Placeholder for the component gives more context on the type of selection an end-user can make from the dropdown.	Default placeholder: Select user/s from dropdown
Help-text	Additional information which reflects as a text below a component.	Always add help-text to give more context on the field. An end-user can make a better understanding of what should be the input of the field, if a help-text is provided
Render options	Full Name Full Name (Email) Full Name (Emp code) Select one of the options to show how the user options should reflect under the dropdown.	While searching for a user, you can search based on Full Name, Email or Emp code. In order to list users under this component, user/s must be added under employee sync. The render option that you choose would show the user options under the dropdown in the same format.
Associated Audience	Everyone Audience The users/employees that are to be rendered under the dropdown.	Everyone: Render all the employees/ users which are active and part of employee sync database. Audience: Render the employees/users which are active and part of a specific audience. An audience can be dynamic or have static users. You can also apply filters which users to list from the specific audience. Learn more about the feature here.
Default value	You can select a default user from the employee/user list, which should reflect on the form as a default value.
Pre-fill form fields	You can auto-fill the other form fields with the selected user's/employee's user attributes.	Learn about using this configuration here.

Updated 8 months ago