Columns
Person
Use a Person column to assign one or more members of your organization to a record, such as an owner, assignee, or reviewers.
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A Person column stores one or more members of your organization. People pick from the members who can sign in to your SAPUGO organization.
When to use it#
Use Person for roles on a record: Assignee, Owner, Approver, or Reviewers.
Pick a different type when the person isn't a member:
- A contact outside your organization: use Email, Phone, or Text.
- A contact with their own details and history, such as a customer contact: keep them in a Contacts table and link to it with a Relation.
Settings#
| Setting | What it does |
|---|---|
| Allow multiple people | Lets a record hold more than one person. It is on by default. Turn it off for a single owner, assignee, or approver. |
| Minimum Users and Maximum Users | How many people a record must have and can have. Only shown when Allow multiple people is on. |
| Filter by Groups | Limits the picker to members of specific groups, so a Technician column doesn't offer the accounting team. |
Filter by Groups is under Show advanced options when you create the column, and in Edit property afterwards.
Nota: Decide on Allow multiple people when you create the column. Changing it later converts how every existing value is stored.
Tips#
- Name the column after the role, such as "Assignee" or "Reviewers", not "Person".
- To let each person see only their own work, filter a base view on this column with Current User. Everyone who opens the view sees only the records assigned to them.
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