Saturday, May 7, 2016

Limit the list of options appear in User Dropdown control

As version v.1.1.0, we have added "Dynamic User" feature which allows the workflow designers to use a User Dropdown control as a part of the routing process. Many company administrators want an ability to limit the list of users shown in User Dropdown control to avoid user mistakes of picking a wrong person. For example, when submitting a Request for Leave, the employee can select his manager for approval, and he can only select the one in "Managers" group.

In version v.1.4.0, we have just added a new feature that allows the workflow designer to limit the options in a User Dropdown control. The administrators now can specify the list of individuals, list of groups, and/or list of unit and title combinations.

During the design step, click on the user dropdown control in the form, in the PROPERTIES panel, you will see "Available Users" section.

There are two options:

  • Everyone: all people in the company are listed
  • Limited: only people defined as shown in the below video is listed


Going back to our original requirement, we can limit the list of people who belongs to "Managers" group as options for "Supervisor" dropdown.

Save and publish our workflow so that it is available for users to create documents from.

Now, let's see how it works when an employee creates a new document.

We hope this new feature help to tweak your workflow better for your users. Let us know your feedback in the comment box below or chat with us directly from the chat panel.