Use custom field type People to populate question in Request form

I have several custom fields of type People. Each custom field has a limited set of people. I want to populate a question on a request form with the data from these custom fields so that people filling out the request form have a limited set of options to choose from for each question. It appears that the People type is not available for any question type. I would prefer to use the People type because it is easy to add/remove people, and I do have some custom fields of type People that are not limited. Creating Single or Multiple selection types is more of a pain to maintain. Am I missing something?

Additionally, why do you differentiate between Single and Multiple selection fields as a type as opposed to making that determination when creating the question on a request form? A list of items in a custom field should be able to be used for Single or Multiple selection questions without having to maintain two custom fields.

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Comments

Ali Moses

We also would have a use case for this functionality. Sometimes I want a customer to be able to choose their assigned Customer Service Person from a dropdown of a limited number of people and then assign that user to the task. This is would come in handy when a customer can't remember who their CS person is. They might then recognize the name from a list instead of just a blank option to assign whomever.

Elizaveta Bogdanova

Hi folks! So this should be partially possible with this update, but you'll have to create a list yourself and then map it to the "User" custom field. Would you like me to move this thread to the Product Feedback forum?

Chris DeFelice

Lisa, that is not what I am asking for. Your response links to a post about mapping the RESPONSE to a question in a form to a custom field. I want to populate the selection in the form with the limited set of users I've selected in my custom field.

Let me explain in more detail. I have created a custom field named Project Manager. I have set the type to People, checked the box to Limit list of users and have selected 5 people. I have a request form with a question regarding who is the Project Manager. I want to populate the options for this form question with the people I have selected for my custom field. As of now, it appears that this is not possible and a custom field of type people can't be used to populate a single select list or multiple select list so I don't really see what the point is of creating a custom people field and being able to limit the list of users because you can't use it to populate anything.

Elizaveta Bogdanova

Thanks a lot for the additional detail @Chris DeFelice, I understand now. I'll share this feedback with our team!

Chris Brightwell

I'm having a similar issue. I created a custom field called "Requester Name" that I assigned a type of "people." In my request form, I wanted a question that would give a drop-down of a list of selected users that would populate my "Request Name" field. However, I can't seem to choose my custom field "Requester Name" to populate a single select list. It just doesn't see it. I can choose all of my other ones, but not that one. This feels like it should work.. it's exactly what it's supposed to do. Any idea why it doesn't? I don't want to have to manually create and update a list for all of my users.

Ali Moses

@Chris Brightwell Our current work-around is to make a single-select question on our form that is not aligned to a custom field. In this way, we can just type the names of whoever we want on the list and then use the "add assignee" function of the in-form automation to assign each user as an assignee when their name is selected. It's not as tidy as having this function natively available, but it works okay.

Chris DeFelice

@Ali Moses the only problem with this is that it creates another source of information that you have to sync and keep up to date.

Aksinia Hearne

I agree with this one. It's great to have this custom field, but why is its use restricted? I'm looking to set up a recruiting request form that would allow the hiring manager to choose themselves from a list, but typing their name introduces inconsistencies into reporting which makes the information less useful.

Basudha Sakshyarika

Thank you for sharing you feedback and thoughts, folks. I have forwarded this to the responsible team for consideration. 😊👍🏽