User Selection Fields

A User Selection field puts a people-picker on a workflow's form so the requester chooses who approves — a team member, a group, or their own manager — and an approval step then routes to whoever was picked, resolved when the request is created. It's for Administrators building workflows where the right approver depends on the request itself rather than on a fixed name chosen at build time. This guide covers both halves: adding the field on the Form tab, then pointing an approval step at it on the Workflow tab. You'll need a workflow open and editable, with an approval step already in place.

Who this is for: admin.

Add a User Selection field so the requester can pick a person

Use this when the approver changes from request to request — the owner of the system being requested, the lead on the project — so the requester names the person on the form instead of you hard-coding one. Two limits apply: the field type isn't offered on CC-approval workflows, and it requires an authenticated submitter, so the palette hides it on workflows that allow anonymous responses and a form that already contains one can't be switched to public submissions until the field is removed.

1. Sign in as an Administrator and open the workflow's form.

2. Click Add Field to open the field palette.

   

3. Click User Selection in the palette's Advanced group to add the people-picker to the form.

   

Route an approval step to the person the requester picks

Adding the picker only collects a name; this section is what makes the approval actually go to that person, resolved at request creation. Note that if a requester picks "requester's manager" and has no manager assigned for the workspace, the approval falls back to the workflow's owner.

1. Click Workflow to switch to the workflow's approval steps.

   

2. Click Configure step on the approval step that should route to the person the requester picks.

   

3. Click + Add to add the approver for this step, and choose the User Selection field so the step resolves to whoever was picked rather than a fixed person.

   

4. Click Close to close the step configuration.