Administrators can add the User Lookup field as an additional requirement to any place in the form. The standard functionality of this question allows applicants to select a user from the platform's existing user list. 

If Directory Look Up is enabled (add-on feature), applicants can search the entire institutional directory, as designated by the client's IT team.

Administrator View (Requirements Page)

In the expanded toolbar on the left side, add by selecting User Lookup as shown below.

Once added to the desired location in the form, add instructions or logic by clicking Settings.

Settings Panel Sections

General

    A. Field reference - Unique identifier in the InfoReady database that does not show to applicants or reviewers.    

    B. Field label - Question label

    C. Instructions (optional) - Any additional notes to help applicants answer the question

    D. Required - Make the question required or optional (same as clicking asterisk * on main question screen).

    E  Hide from reviewers (optional) - Check to hide the question and applicants' responses from reviewers.

    F. Hide from applicants (optional) - Check to hide the question from applicants.

Logic

• Choose when the question is shown and/or required.
• Full instructions here: Adding Conditional Logic

Layout

    G. Show on page - Choose which page of the form the question shows (Can also drag and drop from main screen).

    H. Display field on a new line - Uncheck to show the question directly to the right of the previous one.

    I. Field label location - Choose if and where the label should show.

    J. Instructions location - Choose either under the field or under the field label

Standard User List Search (All Clients)

Applicant View

• Begin typing the user's email address in the field to pull up a list of existing users.
• Select the correct email address from the dropdown.

Directory Look Up Example (Only if DLU feature is enabled)

Administrator View

• Start by adding the base User Lookup field as above.
• Pre-populated instructional text tells applicants to search by email, alias, or name.

Applicant View

• Begin typing any Directory information (name, email, title, etc.) in the field to pull up a list of users.
• Select the correct user from the dropdown.

User lookup fields are a Form Designer Pro feature. For more information, contact your account manager or view this article: Form Designer Template: Core vs. Pro Comparison Chart

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.