People Field Type

Use this article to learn how to use the People field type.
The People Field type allows you to assign objects to one or more users within your Xyicon organization. It provides a standardized, searchable list of existing users so you can easily associate Portfolios, Spaces, Catalogs, Xyicons, or Boundaries with the relevant user.

Before you begin

• Only Xyicon Administrators can create fields.

Steps to Create a People Type of Field

1. Click Settings from the Xyicon header.

2. Under Settings, click on the desired module.

3. Click on the Fields Tab.

4. Click on Create to create a new field.

5. In the Create New Field Panel that opens, give a name for your field.

6. Click on the drop-down in front of Field Type and select People.
   

7. Choose:

   • Single-select or

   • Multi-select

   

8. Optionally, turn on Display On Links, provide a Field Description, and add Helper Text as needed.

9. Click Create to create your new field.

Using the People Field

1. Select the object with the People Field enabled, then open the Details Panel.

2. Go to the People Field and open the dropdown to assign users.

3. Search for the users using the search bar in the dropdown.

   Each user appears with:

   • First Name + Last Name (if available)

   • Email address below the name

   If a user has not signed in, only the email will be displayed.

IMPORTANT:

• Only users with edit permission for the field can assign or modify values.

• Users without edit rights can view the field in read-only mode.

• Non-admin users with permission to use the field can see all users listed in the dropdown within their organization.