Articles on: Working with NoteForms

How to Filter options on a People Input Field in Your Form?

Looking to assign tasks, collect approvals, or tag teammates in your form? The People input field is perfect for that—and now, you can customize exactly who shows up in the list!

✅ Steps to Add and Filter a People Field:

  1. Add a People Input Field

Drag and drop the People field into your form layout.

  1. Open the Field Settings

Click on the field to open its configuration panel.

  1. Set Your Filtering Rules

Under People Filtering, choose from the following options:

    • Show All – Displays all users connected to your workspace.
    • Allow Only – Shows only the specific people you select.
    • Exclude – Hides selected individuals from the list.
  1. Customize Your Filter

If you chose Allow Only or Exclude, select the relevant people from the dropdown to fine-tune your list.










🎯 Why Use People Filtering?

Filtering helps streamline form responses by ensuring only the right team members are selectable—perfect for internal requests, approvals, or assignments.


Updated on: 01/08/2025

Was this article helpful?

Share your feedback

Cancel

Thank you!