User lookup column

The user lookup column type allows you to pick one (or more) users and groups from a list and display their details in an iSheet column. This information is pulled directly from the group information or the user's account profile. This column type is useful if you have built a task submission and tracking form in iSheets, and want to display the current owner of each task.

There are two configuration options available for this column type, which are explained below.

Select lookup allows you to define the pool of users you can select from. The following options are available:

As of March 2023, you can select

Site Groups

to exclude individual users from the User Lookup search; only site groups are available in the iSheet User Lookup column.

The Field display determines what information is displayed about the user once they have been selected.

Listed below are examples of the output of each option.

From the

Add item

form in the iSheets module, type the first or last name of the user or group you wish to select and click on their name in the returned search results.

Once selected, the user or group will be displayed as a tag in the

User lookup

field.

Upon clicking

Add

to save the item, the user or group will be added.

If you enable

Allow search

on a user lookup column, the advanced search form field for the column will allow you to type a name and select a user from a pick list, much like the process of selecting a user described above. If the user lookup column allows multiple users, you may add more than one user to the search field, but note that the search results will return items that contain all of the users entered in the search field, not items which have just one of the users.