How to use a Team name in a KPI

Learn how to use a Team name in a KPI

Using a Team name in a KPI 

Team Select is a feature within the form builder that enables users to select and assign a task to a whole team while filling out a form. Using this value in a KPI, you can create Team name labels that can be displayed in an Open Task, KPI dashboard,  Results Overview and PDF Report. 

Take note 

  • KPIs can be created in the form builder or by using the KPI node in the workflow builder. 

Create a Team name in a KPI. 

Step 1: Build a new form or include the Team Select field type in an existing form 

1.1 To add a Team Select field type. Click

1.2: Click  

1.3: Edit the Question box 

Step 2: Create a Formulas & KPI 

2.1: Click Formulas & KPI's 

2.2: Click Enable Formulas & KPI's

Step 3: Add Input Variables

3.1: Under Input Variables, click to add a VALUES

3.2: Click Choose form fields and select the User select field. The variable name will be automatically generated as a combination of numbers and letters. e.g: $Z6E1B3

3.3 Under Formulas, click   to add the EXPRESSION and RESULT NAME 

Step 4: Add Expression

Use the following expressions to generate the correct label.

Team id: GETTEAM($copy and paste input variable name).Id= GETTEAM($Z6E1B3).Id

Team name: GETTEAM($copy and paste input variable name).name = GETTEAM($Z6E1B3).name

 

And that's how easy it is! 

We hope this article helps you use a Team Name in a KPI. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!