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User

The User Field allows you to assign users to records, providing a direct connection between data and team members. This is particularly useful for task assignments, ownership tracking, and collaboration.

Creating a User Field

There are two ways to create a new User Field in Buildaible:

Way 1: Adding Fields via Table Settings

  1. Access the Table Settings:
    On the table, click the down arrow next to the table name, then select “Table Settings” from the dropdown menu.

  2. Navigate to the Fields Tab:

    1. In the Table Settings screen, click the “Fields” tab.

    2. Click the “+ New Field(s)” button in the top right.

  3. Select User as the field type and configure the settings.

Way 2: Adding Fields via Manage Fields

  1. Open Field Management:

    1. On the table, click the “Manage Fields” button.

  2. Add a New Field:

    1. In the Manage Fields modal, click the “+ New Field” button.

  3. Choose User as the field type, provide a Field Name, and customize the settings.

Settings for User Fields

When creating or editing a User Field, you can configure the following options:

  • Show in Table Home: Display the User Field in the Table Home view for quick reference.

  • Field Required: Make the User Field mandatory to ensure that a user is always assigned when creating a new record.

  • Default to Current User: Automatically assign the current user creating the record as the default value.

  • Allow In-App Notifications: When enabled, users assigned in this field will receive in-app notifications for record updates. Learn more about User Field Notifications.

  • Helper Text (Optional): Add guidance or additional instructions for users filling out the field.

  • Description (Optional): Provide additional context or explanation about the field by clicking the + Description link.

Use Cases for User Fields

  • Task Assignment: Assign tasks to team members and keep track of who is responsible.

  • Approval Processes: Identify approvers for specific records.

  • Collaboration: Link team members to records for easy communication and visibility.

Editing a User Field

To edit a User Field:

  1. Go to the Fields tab in your table settings.

  2. Select the User Field you wish to modify and adjust its settings as needed.

Best Practices

  • Enable Notifications for Important Updates: Use the Allow In-App Notifications setting to keep users informed about changes to records they are assigned to.

  • Set a Default Value: Use the Default to Current User option for workflows where the user creating the record is typically the assigned user.

  • Use Helper Text for Clarity: Add instructions to ensure users understand the purpose of the field.

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