Person Select Fields
How Administrators add fields that allow users to select a person from the myosh user list, potentially filtered to specific groups.
The Person Select Field tool adds a searchable dropdown list allowing users to select a person from the myosh system. This field can be configured to show all users or only users from a specific group (e.g., Confidential Monitor, Injury Manager). It can be mandatory and have a default value.
Steps to Add a Person Select Field
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Open the form in the Form Editor.
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Drag the 'Person Select Field' button to the desired location.
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Enter the 'Name' (label) for the field.
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Optionally, 'Add field help'.
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Select a 'Default Value' if required (e.g., 'The user creating the record').
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Set 'Mandatory' to Yes or No.
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Select an option from 'Show in person field' to filter the list of users displayed (e.g., 'Show all users', 'Show users in group X').
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Select 'Ok'.
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Select 'Save' at the bottom of the Form Definition page.
Version: 1