User field

To pick one or more people of the application: who a task is assigned to, who reviews a request, who's in charge. If the person changes their name, the new one shows everywhere.

Setting it up

• Label, Required and Help text, as in any field.
• Holds: One user or Many users. Once the form is saved it can't be changed.
• Chosen from: a group, so only its members can be picked, or Anyone who can see the application.
• Starts as whoever creates the record: if nobody picks someone else, the record keeps whoever created it.

Where it shows

• On the form, as a list with a search box by name. If it holds many, each person you pick is added above with a button to remove them. If someone no longer has access to the application, they stay on the record marked (no access), but can't be picked again.
• In a table, with the person's name. You can filter by a name or by one person in particular, where Me is you: that way everyone sees their own with the same filter.
• In the history, with the name, not a code.
• On boards and backlogs, the lanes or groups can go by person.
• Importing a CSV, the cell can hold the person's username, email or name; several, separated by commas.

In the conditions of automations and transitions, ME() is whoever does the action: [Owner] = ME() holds when the owner is that same person.

Try it

There's no one to pick here, so the list is empty.

Good to know

• It can't go inside a dialog.
• The form's formulas can't read it; automations and transitions can.
• When someone loses access to the application, they stop getting its notifications and approvals.