In cases, person fields are used to link a specific user to a case, making it clear who is responsible for follow-up, actions, and communication. Each person field can contain only one person at a time, but by using groups you can still make several people selectable for the same role or function. Group management also simplifies administration when someone leaves the company, changes role, or takes on new responsibilities.
The function for creating groups can be found in your form under the Settings tab in the right column. Click the plus sign to create your group by naming it, e.g., Quality.
Once the group is created, you add users to the group by clicking the plus sign under Users in the Group Management function.
To use the group, mark the Persons field where the group should be selectable as a recipient and add the group there.
❗ Note
- To be selectable for the group, the user must have access to the form.
- It is not possible to add groups to person lists if the option All users with form access is selected to populate the person list.