Users / Groups
Use this field when you need to select from a list of users or groups. You can select individual users or groups, or select multiple users or groups.
When creating a Users/Groups field, you can choose from these types:
Field Type | Description | Example |
|---|---|---|
Single-select | Use to select one user or group. | User: D. Groundloop (dgroundloop). Group: SOC Analysts. |
Multi-select | Use to select one or more users and/or groups. | Users: D. Groundloop (dgroundloop). Groups: SOC Analysts, Desktop Support. |
Created By | Use to have Swimlane specify the user that initiated the record. | D. Groundloop (dgroundloop). |
Last Updated By | Use to have Swimlane specify the user who last edited the record. | D. Groundloop (dgroundloop). |
How a User Name Is Shown
A user is shown as the display name followed by the username, in the form Display Name (username). A group is shown as the group name.
The same form is used in these places:
- Users/Groups fields, including Created By and Last Updated By.
- The Created by and Updated by lines on a record.
- The History field.
- Record history and application revision history.
A deleted user still shows the last known display name, with an indicator that the user was deleted. A deactivated user shows an indicator that the account is deactivated.
To create Users/Groups fields:
From Application Builder's Field Types, select a users/groups field and then drag and drop it to the Form Layout. Drop the field in the layout area, or within a Tab or Section layout object.
Access the field's Field Properties and complete the following fields as needed:
Field | Step | Example |
|---|---|---|
Display Name | Enter the name of the field. | Assigned User |
Help Text | Enter contextual help text. You will first need to specify whether the help text will appear above or below the field in the record form, and then you can enter the text. | Specify the users and/or groups assigned to this record. |
Required | Click to indicate whether entering data in the field is required to process the record. | checkmark |
Read-only | Click to indicate that the field is read-only for the record. The field will not be editable. | checkmark |
Next, set up the users and/or groups. On the Field Properties tab, under Advanced, click Add/Edit Values.
On the Edit User Group List, add the users and groups you want to be able to select from this field. Users and Groups must already be set up in Swimlane Settings in order to be selected here. Click Apply when you have added all of the groups and users for your field.
Add specific field-level permissions by role, and when ready click Apply.