Configuring Fields → Field Types and Settings → User Fields
User fields allow users to select a single user in the system as a value. This is useful for defining ownership of primary items, and for recording user data in primary and auxiliary items.
For example, you can specify a Manager field for a state's Owner property. Users who are values for the Manager field through a role, user, or group assignment are available as values for that state. You can configure your process so that users select an owner as they transition items into a state, or so that owners are automatically defined in each state.
The Allow Override check box is automatically selected when you modify attributes and value and display options when you are adding or editing a project.
You can override the following User field attributes for default fields in projects and transition fields. Attributes set for fields in the Default Fields list apply to all transitions; attributes set for fields for a transition apply only to that transition.
Indicates that users are required to provide a value for this field. If a value was previously set for the field, the field label appears in green, italic text on forms.
Indicates that the field is available when users mass update items in a project. Mass updates allow users to simultaneously transition, update, or delete multiple primary items and to simultaneously update or delete multiple auxiliary items.
Indicates that users can view but not edit the field.
You can override the following display options for default fields in projects and transition fields:
Indicates that the Value Find feature is enabled for the field on submit, transition, and update forms. This allows users to enter to search for values.
Allows users to select a value from a drop-down list.
Select one or more values, and then click Enable to allow users to select the value. Enabled groups allow users to select a member of the group.
Select a value, and then click Use Inherited to use the value's status from the parent workflow.
Click this link to add user values to the field. This option is only available when you are editing a workflow. For details, refer to Adding User and Group Values.
Click this link to add group values to the field. This option is only available when you are editing a workflow. For details, refer to Adding User and Group Values.
Includes in the list users and groups that were previously specified as selections and later deleted. You can then delete the referenced selection.
Set a default value by selecting Manage User/Group Defaults. Default values can be set for workflows if overrides have been enabled for the field in SBM Composer. You can also set or override default values in projects. For details, refer to Setting Default Values for User-type Fields.
Select to retain the field's current value when the transition is complete.
Select to clear the field's current value.
Select to use a default value for the field as the user executes the transition. You can then select a default value.
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