Purpose:
In situations where selecting an employee with a specific certification is required (for example: “Work at Heights”), the question field in the form can be configured in two ways:
Display employees with certifications (valid or expired), without restricting the employee selection.
Display employees with certifications (valid or expired), but restrict the selection to employees with a valid certification only.
Step 1: Create an Employee Question
In the form editor, click Add Question.
Set the Question Type to AutoComplete.
In the Text field, enter the question wording (for example: Name of performing employee).
In the Answer Type field, select Employee.
Step 2: Display Relevant Certifications
Under Show Data, select Certifications.
A new field named Certificates will appear.
From the suggested list, select the certification you want to apply to the question.
Check the option Limit to Valid Only – this restricts employee selection to those with valid certifications only. An employee without a valid certification cannot be selected.
Step 3: Additional Settings (Optional)
Limit Type – define whether the question applies to all company employees or to a specific group.
Employee Type – allows you to choose the type of employee (contractor, company employee, etc.).
🔑 Key Advantage: This prevents operational mistakes – it will not be possible to select an employee who is not certified to perform the task.