Member fields store one selected member. They are used when a form record needs an owner, requester, assignee, reviewer, contact person, or other person reference.
Use a member field instead of a generic search field when the value should come from tenant members.
Basic Settings
| Setting | Description |
|---|
| Name | The field label shown to users. It is required and should describe the member role clearly |
| API Name | The stable technical name used by data APIs, scripts, formulas, imports, and integrations. It is required |
| Required | Requires users to select a member before the record can be saved |
| Readonly | Shows the selected member but prevents users from changing it |
| Disabled | Makes the field unavailable for normal use |
| Hidden | Stores the selected member while hiding it from normal form pages |
Member Field Config
| Setting | Description |
|---|
| Placeholder | Prompt text shown before users select a member |
| Show Search | Allows users to search members while selecting |
| Active Members Only | Shows active members as selectable options. Already selected inactive members remain visible |
| Validate Trigger | Controls when member validation runs: when the value changes, when the field loses focus, or when the record is submitted |
| Input Status | Adds a visual status to the field, such as warning or error |
| Field Color | Sets the display color used for the field |
| Help Text | Helper copy shown near the field. Use it to explain which member should be selected |
Common Examples
| Scenario | Field Meaning |
|---|
| Requester | The member who submitted the request |
| Owner | The member responsible for the record |
| Assignee | The member who should process the task |
| Reviewer | The member who should check the result |
| Contact person | The member users should contact about the record |
Configuration Tips
| Tip | Description |
|---|
| Use role-based names | Names such as Owner or Reviewer are clearer than Member |
| Enable search for large teams | Search helps users find people quickly |
| Keep active-only enabled for normal use | It prevents users from selecting inactive members for new records |