Include and use predefined options (people)
Predefined options are used as an alternative to typing your own options for radiobutton, checkbox and select (dropdown) fields.
There are 2 types of predefined options you can include:
| Dynamic information from within Kotive | Miscellaneous |
|---|---|
| People | Salutations |
| Organizations/teams | Days of the week |
| Roles | Months of the year |
| Timezones | |
| Countries | |
| Countries with code | |
| Satisfaction | |
| Importance |
How to add a list of people as predefined options in radiobuttons
This list of people will consist of the people in the organization/team in which this workflow’s data is being captured.
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Within an existing form, click the “Add a new field” button. Select ‘Radiobutton’ as the type of field. Give the field a label.
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Instead of typing in custom options, click the ‘Switch to predefined options’ button.
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Select ‘All people’ from ‘within the current organization/team, show…’
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Tick if this is a required field. Fill in any help text that will assist the end-user when filling-in your form. Done.
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In the Designer the ‘Select a person’ radiobutton field now shows a text description of what will be displayed in the form when a person views it.
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When using the workflow, a list of all the people in the current organization/team will be shown as radiobuttons.
How to only show a list of people based on their roles
You can refine the list of people and only show people who have a specific role such as ‘Supervisors’.
We’ll assume that you have added a ‘Supervisors’ role.
To show the list of the ‘Supervisors’ in the current organization/team as options in radiobuttons: follow the above steps 1 - 6 but for step 3, select ‘Supervisors’ from ‘within the current organization/team, show…’.
Next: learn how to add other predefined options such as organizations/teams, roles and miscellaneous options to your workflows.
