Learn how to use a User name in a KPI
Why use a User name in a KPI
User Select is a field type in the form builder that allows for selecting and forwarding a task to a specific person during the form fill-out. By using this value in a KPI, you can create User 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.
- Only members of your organization can be selected.
Create KPIs for User Select
Step 1: Build a new form or include the User Select field type in an existing form
1.1 To add a User 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 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
3.4 Under Formulas, click 
to add the EXPRESSION and RESULT NAME
Step 4: Add Expression
When incorporating the variable name into the expression, remember to prefix it with a dollar sign ($) for correct usage.
Use the following expressions to generate the correct label:
- User id: GETUSER($variable ).Id = GETUSER($Z6E1B3).Id
- User first name: GETUSER($variable).firstName =GETUSER($Z6E1B3).firstName
- User last name: GETUSER($variable).lastName =GETUSER($Z6E1B3).lastName
- User Full name: GETUSER($variable).firstName + ' ' + GETUSER($variable).lastName= GETUSER($Z6E1B3).firstName+ ' ' + GETUSER($Z6E1B3).lastName
And that's how easy it is!
We hope this article helps you use a User 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!