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Member

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​

SettingDescription
NameThe field label shown to users. It is required and should describe the member role clearly
API NameThe stable technical name used by data APIs, scripts, formulas, imports, and integrations. It is required
RequiredRequires users to select a member before the record can be saved
ReadonlyShows the selected member but prevents users from changing it
DisabledMakes the field unavailable for normal use
HiddenStores the selected member while hiding it from normal form pages

Member Field Config​

SettingDescription
PlaceholderPrompt text shown before users select a member
Show SearchAllows users to search members while selecting
Active Members OnlyShows active members as selectable options. Already selected inactive members remain visible
Validate TriggerControls when member validation runs: when the value changes, when the field loses focus, or when the record is submitted
Input StatusAdds a visual status to the field, such as warning or error
Field ColorSets the display color used for the field
Help TextHelper copy shown near the field. Use it to explain which member should be selected

Common Examples​

ScenarioField Meaning
RequesterThe member who submitted the request
OwnerThe member responsible for the record
AssigneeThe member who should process the task
ReviewerThe member who should check the result
Contact personThe member users should contact about the record

Configuration Tips​

TipDescription
Use role-based namesNames such as Owner or Reviewer are clearer than Member
Enable search for large teamsSearch helps users find people quickly
Keep active-only enabled for normal useIt prevents users from selecting inactive members for new records