Include and use predefined options (orgs/teams)

Predefined options are used as an alternative to typing your own options for radiobutton, checkbox and select (dropdown) fields.

There are 2 types of predefined options you can include:

Dynamic information from within Kotive Miscellaneous
People Salutations
Organizations/teams Days of the week
Roles Months of the year
  Countries with code

How to add a list of organizations/teams as predefined options in radiobuttons

This list of organizations/teams will consist of the organizations/teams in the organization/team in which this workflow’s data is being captured.

  1. Within an existing form, click the “Add a new field” button. Select ‘Radiobutton’ as the type of field. Give the field a label.

  2. Instead of typing in custom options, click the ‘Switch to predefined options’ button.

  3. Select ‘Organizations/teams’ from ‘within the current organization/team, show…’

  4. Tick if this is a required field. Fill in any help text that will assist the end-user when filling-in your form. Done.

  5. In the Designer the ‘Select a organization/team’ radiobutton field now shows a text description of what will be displayed in the form when a person views it.

  6. When using the workflow, a list of all the organizations/teams in the current organization/team will be shown as radiobuttons.

Next: learn how to add other predefined options such as people, roles and miscellaneous options to your workflows.