Member & Members Fields
This passage will introduce the Member and Members fields to you.
What are the Member and Members Fields?
Through the Member and Members fields, you can directly access members from your contacts.
- Member: Take it as a radio button for members. Select one member according to available options.
- Members: Take it as a multi-select button for members. Select one member according to available options.
Demonstration
In the case of internal voting, follow the steps below to set Member to limit the member from submitting duplicate values:
- Select the Member field and go to Field Properties.
- Go to Initial Value, and select Custom. Click Settings, go to Dynamic, and select the Current User option.
- Go to Field Permissions and untick the option for Edit permission.
- Go to Validation and tick No duplicate values.
In this case, if the member submits a form repeatedly, the validation will be triggered, and the submission will fail.
Setting Field Properties
Available Options
The value of Member and Members can be selected from the available options when you fill out the form. If you take Member/Members as a drop-down list, the options of the drop-down list are available options for the two fields. There are three ways of setting available options: All Members, Custom, and Dependent on the dept. field.
1. All Members
If you choose All Members, you can select one from all members in your contacts. The feature applies to the scenario where there is no limit on the number of selected members.
2. Custom
a. If you select Custom, only the manually selected members will be displayed in the available options. Go to Available Options and select Custom, then click Settings to select the members to display.
b. Go to Settings > Member List to set the members to display in the available options through the following categories:
Dept.: If you select a department from your company, the members from the selected department will be in the available options.
Roles: If you select a role, the members that belong to the selected role will be in the available options.
Members: You can directly select members from your company to display in the available options.
Dynamic: Only the Current User option is available under Dynamic. It refers to the currently logged-in user.
Note:
1. If you choose Custom under Available Options but do not specify any members, the default range will be all members.
2. If you set Manage Scope for regular admins and app admis, Available Options will be changed accordingly when you add member fields to a form. To avoid unauthorized access risks in enterprise management, you can also manually modify the scope.
a. If you specify a department for Dept. with Permission, the default range will be Custom and the member(s) with certain permissions be selected automatically.
b. If no department is chosen, the range will cover all members.
3. Dependent on the Dept. Field
If you select Dependent on the dept. field, the available options for Member and Members can be decided according to the value of Department and Departments. For example, if you selected department A for Department or Departments, the members in department A will be in the available options.
Go to Available Options, select Dependent on the dept. field, and then select an existing Department or Departments field of the current form.
4. Notes
Different operations may lead to different available options for member fields in a form.
Scenario | Available Option |
Inherit the settings you made for Available Options in the original form. | |
Install app via public links/the template center | Inherit the settings you made for Available Options in the original app/template. |
Restore the settings you made for Available Options in the original form. | |
For different operators, the available options are different:
|
Initial Value
For Member and Members, when no available options are set, or the available options are set as Custom, you can set Initial Value.
Under Initial Value, you can set Custom or Data Linkage.
Common use of Initial Value:
If you want the system to automatically fill in the name of the current member in the Member field when filling out the form, go to Initial Value > Custom, then click Settings to select the Current User under Dynamic.
Validation
The supported validations for the value of Member and Members are Required and No duplicate values:
Required: The value of Member and Members cannot be empty when you submit a form.
No duplicate values: If there are duplicate values in Member and Members, the form cannot be submitted. Go to Custom prompt to customize the notification to prompt when a member submits duplicate values.
When to Use Member and Members Fields?
- In the scenario of production management, keep a record of the managers for each stage of the production through Member or Members.
- In welfare distribution and internal voting scenarios, limit each member to submit only once through the two fields to avoid repeated submissions.
- In the scenarios of querying the salary, score, evaluation, and so on, make permission settings through the two fields to make the relevant information for each member searchable only for himself/herself.
FAQ(s)
Q: Can I apply Member fields through public links?
A: No, you cannot. You can only apply Member fields in the form that is opened in Member accounts instead of those opened via public links.
Q: How to add members in workflow form?
A: For details about how to freely select approvers in a workflow form, see How to Select Approvers Whenever Needed.
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