The User Reference form field lists usernames and email addresses within an application, based on the role selected during form configuration. This means only users with that role (like Manager or Employee) will appear in the list.
Once set up, this field allows users to select one or more people in the app. It’s commonly used to assign tasks, send approvals, or refer to the right person for any action.
One common use of the User Reference field is to assign tasks or approvals within workflows. For example, when a task needs approval, the user can quickly select the appropriate person from the list, filtered by their role.
Besides helping with workflow tasks, the User Reference field also makes it easier for users to collaborate and communicate inside the app. If someone needs to share information or communicate with colleagues, they can use this field to select the right person from the filtered list, speeding up connections.
Because this field shows only users relevant to the selected role, it helps users quickly find the right person without having to search through unrelated names. This makes it simple for users to connect and work together within the app.
You can also use the User Reference field in triggers to automate actions based on the selected user.
Field Name: Provide a unique name for the field which is visible for CDs while building application.
Label Name: Provide a unique name for the field which will be visible for the end-users.
Selection Type:
Drop Down: Allows selecting a single user.
Multi Select Drop Down: Allows selecting multiple users.
Select Role: Choose which user roles should appear in the dropdown list (e.g., Manager, Employee). Only users with the selected roles will be shown.
Drop-down Size: Customize the size of the dropdown by specifying width and height in pixels.
Height range: 180 – 600 px
Width range: 100 – 600 px
Field Display Options: Choose what user information appears in the dropdown list. Options include Name (default), Email ID, Employee ID, or Phone number.
Select Scanner: Choose between two scanner types based on your needs:
QR Scanner: This functionality effortlessly scans a QR Code and retrieves relevant data from the Quixy database, instantly presenting it within the application. This eliminates manual data entry, reduce errors.
Face Recognition: Facial recognition is used when a record is being added to the app. Upon scanning an individual's face, the Quixy database containing that individual's data is instantly retrieved and presented on the application. As a result, it cuts down on the time spent manually entering the data and greatly increases the credibility of the data that is captured.
Required Field: This ensures that the users provide necessary information in the field, preventing any important data from being overlooked or omitted.
Mark as PII: Flags this field as Personally Identifiable Information, helping protect sensitive data. This applies across reports, views, emails, and integrations with alerts to prevent accidental exposure.
Encryption: Enables encryption to secure the data in this field. Once enabled, it cannot be turned off.