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- 1. How to create user attributes?
- 2. How to assign user attributes?
- 3. How to use a user attribute in a form?
A user attribute is a piece of data that will allow you to characterize your users.
1. How to create user attributes?
- Go to the Users tab
- Click on the Structure tab
- Click on Create an attribute
- Name your attribute.
- Choose an attribute type.
2. How to assign user attributes?
A new attribute has been created. It is now possible to associate it with a user.
- Choose the user to whom you want to associate the new attribute
- Click on "Attributes"
- Click on the pencil to edit the attribute previously created.
- Fill in the attribute field.
3. How to use a user attribute in a form?
Within a form, we want to add the function of the user who will work on this form.
- Drag and drop a Text type block into the tasks.
- In the settings, choose "linked to an attribute"
- Select the type (here "User")
- Choose the name of the attribute. Here the attribute "Function". If this attribute does not exist, it must be created beforehand.
- Check the box "Pre-fill the value in the application"
In the bottom right corner, an orange icon appears to signal that this block is linked to an attribute.
In the preview, when starting the form, we see that the block we have linked to an attribute appears with the position of the person who is completing the form. The data has been filled in automatically.