How do I add an Employee Plugin to a Form?

Created by Ben Hayes, Modified on Mon, 5 Sep, 2022 at 2:59 PM by Ben Hayes

An employee plugin can be used to select certain employees as a form answer, which would be useful in internal forms such as staff enquiries.


Go to Administration --> Service Request and Case --> Form Builder



Next, select the form you wish to use the employee plugin in. You can filter the search for particular forms by specifying the catalogue the form is in.


One you have selected the form, a tree should appear listing the form, page, region and items for the form. Here, add an item under the region you want the employee plugin to be.


Select a label for the item (this is what the user will see when filling out the form, so label it "select employee" or something similar). Scroll down to "Attributes" and then set the Item Type to "Plugin". A plugin dropdown box should then appear; select "Employee". The menu should look like this:



Next, configure the item to your liking, selecting "Required" under Validation if you want to ensure that users select an employee. As the employee form is most likely going to be used for internal purposes only, ensure that the access level is set to only "users".


Once this has been completed, finish the form building process as usual. 


Now, when a user fills out this form, they would type the name (or email) of the employee, which should then appear as a selectable option for the user.

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