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Form Editor OverviewEditing an Existing FormAdding SectionsUsing TemplatesAdding QuestionsAdvanced Validation RulesLinked Records ConfigurationText Fields (Single Line)Signature FieldsLabel FieldsMultiselect Checkbox FieldsSelect Fields (Dropdown)Date FieldsRadio Button FieldsPerson Select FieldsUpdating or Deleting Existing Fields
Basic Form Editor

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

  1. Open the form in the Form Editor.

  2. Drag the 'Person Select Field' button to the desired location.

  3. Enter the 'Name' (label) for the field.

  4. Optionally, 'Add field help'.

  5. Select a 'Default Value' if required (e.g., 'The user creating the record').

  6. Set 'Mandatory' to Yes or No.

  7. 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').

  8. Select 'Ok'.

  9. Select 'Save' at the bottom of the Form Definition page.

Version: 1

Radio Button Fields

How Administrators add radio button fields, allowing users to select only one option from a predefined list.

Updating or Deleting Existing Fields

How Administrators can edit or remove existing elements (fields, sections, etc.) from a form layout.

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Steps to Add a Person Select Field