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Person selection

The person selection field can be used to offer users a free choice of persons or groups. This means that all persons or groups from the user directory can be selected via this field.
This can be used, for example, to assign a task to a person.

Configuration​

The following options are available in the configuration:

  • Title:
    Enter the display name of the control element here. This is displayed to the users so that they know which control it is.
  • Internal name:
    The internal name allows you to reference a control in placeholders or rules using a name other than the title. This field does not have to be filled in, but is helpful if you have several controls with the same title in a form.
  • Mandatory field:
    If you activate this option, people must fill in this field before the form can be transferred to the next process step via a button. In this way, you can force a form to have all the necessary information before it is sent.
    Caching is possible at any time, even if mandatory fields are not filled in.
  • Read-only:
    If you mark a field as read-only, the field cannot be filled in by persons. This is particularly useful in combination with a default value in order to display certain values but not be able to change them. For example, you can display which person is currently logged in and accordingly record which person has sent a form.
  • Exclude from PDF export:
    The standard PDF export exports all control elements in the form. If you activate this option, the element is not included in the standard PDF export.
    The control element can still be used manually in a document template.
  • Default value:
    Here you can define the person that is selected by default. This could be a value from a previous form, or the currently logged-in person.
    This allows you, for example, to visibly log who submitted a form, especially if you mark the field as read-only.
  • May select only one user:
    If this option is enabled, users can only select one person or group. Otherwise, any number of persons or groups can be selected in this field.
  • Help text:
    If you enter a value here, a help icon () is displayed next to the control. People can click on this to display the help text. This allows you to give people help on an individual control.

Placeholder​

This control provides a placeholder that allows you to reference the properties of the selected person or group.
This could be, for example, the name or the email address.