User & Group

What is it?

The User & Group widget enables users to choose one or multiple users and/or groups. The number of users or groups that can be selected depends on the widget settings. When you add this widget to a form, the options you select are saved individually for each unique instance or copy of the form.

How and When to use it?

To add a new User & Group to your page, simply drag and drop the “User & Group” widget from the left hand side of the page screen to the design area of your page. 

To change the name of the User&Group widget, tap on the placed button widget to reveal the blue Quick Settings panel. By default, the name is displayed on the widget’s left side for a seamless user experience.

How to configure it?

1. Drag a User & Group into the Form

2. Click the User & Group and then click "Widget Property Settings"  to open Widget Property Settings. 

3. The General Tab is shown, we will demonstrate how each property is used. 

1. Name

User can change the name of the User & Group with Name property.

For example, we create a User & Group, look through the Name  property under Basic in the Widget Property Settings. We rename it as “Issued by”.

The design time and the runtime display are shown below:

2. Display Name

It changes the label of the User & Group with Display Name property. Compared to the Name property, the Name property is used in the configuration, while the Display Name is what the user will see in the Form in runtime. 

For example, we create a User & Group, look through the Display Name property under Basic in the Widget Property Settings. 

Users can change the value of the Display Name of the User & Group, “Date of Birth” for example.

The design time and the runtime display are shown below:

3. Description

It provides a space for app designer’s remark purpose. 

For example, we create a User & Group, look through the Description property under Basic in the Widget Property Settings. 

4. When Value is From Other Page

To extract the widget value from another form, page data source is needed to be configured in order to retrieve the data.

5. Picker Type

It allows the user to choose the type of the user they want to choose.

For example, we create a User & Group, look through the Picker Type property under Configurations in the Widget Property Settings. 

Note that we can only choose the individual user under the “User” Picket Type. The runtime display of the Picker:

User can change to “Group”:

Note that we can only choose groups under the “Group” Picket Type. The runtime display of the Picker:

User can change to “Group”:

Note that we can choose either user or group under the “Group” Picket Type. The runtime display of the Picker:

6. Initial User 

For Picker Type equals to “User” or “User and Group”, users can initialize the User & Group with the current user.

For example, we create a User & Group, look through the Initial User property under Configurations in the Widget Property Settings. 

User can enable the “Initialize as Current User":

The design time and the runtime display are shown below:

7. Maximum Selection 

It allows users to select more than one user.

For example, we create a User & Group, look through the Maximum Selection property under Configurations in the Widget Property Settings. 

The design time and the runtime display are shown below:

User can change to “More than One”:

The design time and the runtime display are shown below:

8. Filter by Status 

It filters the user picker list with the status of the users.

For example, we create a User & Group, look through the Filter by Status property under Configurations in the Widget Property Settings. 

User can filter by choosing “Show Deleted User and Group”:

Note that deleted users are shown in the user list.

9. User Whitelist

It filters the user picker list with specific roles or specific users and groups.

For example, we create a User & Group, look through the User Whitelist property under Configurations in the Widget Property Settings. 

The design time and the runtime display for picker filtering are shown below:

The design time and the runtime display are shown below:

10. Check Updated Value

It provides a validation for values with source value or default formula before storing into the database. If the user wants to save a value which is different from the source value or default formula value, then the system will display a warning message (shown below) and require the user to provide the appropriate value before saving the data. Users can click “Retrieve” to replace the edited value with the calculated value.

For example, we create a User & Group, look through the Check Updated Value property under Configurations in the Widget Property Settings. 

We also set the default formula for “Date of Birth”, which we set it as “0002”:

User can enable the Check Updated Value:

Note that here we can edit the value for “User_Group”. For example, we change to someone else and try to save. Since the edited value is different from the value calculated with the default formula, the warning message will be displayed:

11. Recalculate When Open Record

The Recalculate When Open Record allows the widget to recalculate its values based on its calculation formula or Page Data Source while opening the record.

For example, we create a Date & Time and rename it as “Date of Today”, and we create a Form Table to record the value of “Date of Today”.

For “User_Group”, look through the Recalculate When Open Record property under Configurations in the Widget Property Settings. 

We also set the default formula as “0002”:

User can enable the Recalculate When Open Record:

For example, we create another record in the Form Table with another person (instead of the default one). 

With the Recalculate When Open Record property, when users open a record in the Form Table, it will trigger the recalculation for “Sum”.

When users open a record, it shows the value that follows the default calculation instead of the manual input because of the recalculation, while we can see the original record in the Form Table.