How does the user element work?

Are you conducting an inspection with a colleague and want to easily include your colleague's name? For this, you can use the user element. This allows you to also set whether you want to automatically share the document with your colleague. Your colleague will then see the document listed under 'My Documents' as a shared document.


  1. Open a new or existing form using the Form Builder
  2. Add the user element
  3. The screen to edit the element will automatically open.
  4. For general settings, we refer you to this article.
  5. Under 'Input Method', you can specify whether the end-user can select a user or if it is pre-filled from the Form Builder. You will see the following options:
    1. User Input
    2. Read-only user
  6. If you choose 'Read-only user,' you can select a user under 'User.'
  7. If you choose 'User Input,' you will get a few extra options:
    1. You can provide a 'Placeholder': This is useful for the end-user to know what is expected of them.
    2. Specify whether the element is mandatory for the end-user to fill in.
    3. Specify whether the end-user can only select users who are part of the teams they belong to.
      1. If you leave this option off, the end-user can choose any user within the organization.
  8. Choose to share the document with the selected user
    1. Option to send an email to the user:
    2. You can also compose a message to be sent to the user. You can use aliases in this message.
  9. In the 'Settings' of the element, you can also give the element an alias so that you can reuse the value later in your forms.

The End-User

When the end-user selects the element from the form during the inspection, they will see a list view with available users to select. The end-user can also search through the users.