Guide to Using Contact Feature in Forms

Feature Summary

The Contact feature is used to select contacts from the Contacts directory, suitable for scenarios requiring personnel association such as selecting task owners or evaluation subjects.

Feature Description

Feature Dimension	Description
Membership Restriction	No membership restriction
Version Restriction	No version restriction

Operation Steps

Add Contact

Feature Entry
「Edit」 tab → 「Question Types」 tab → 「Common Question Types」 → 「Contact」 button

1. Click the top 「Edit」 tab
2. Expand the 「Common Question Types」 area in the left panel
3. Click the 「Contact」 button to add the contact question to the form

Configure Contact Options

Feature Entry
Contact question → 「Contact Settings」 panel

1. Click the added contact question
2. In the 「Contact Settings」 panel, enable the 「Allow Multiple Contacts」 toggle
3. In the 「Default Value」 dropdown box, set the default option: None, Person filling this form, Specified person

Set Default Value

Feature Entry
Contact question → 「Contact Settings」 → 「Default Value」

1. Click the added contact question
2. In the 「Contact Settings」 panel, click the 「Default Value」 dropdown box
3. Select the default value option: None (no default), Person filling this form, Specified person
4. When selecting 「Specified person」, you can further set the specific contact

FAQ

Q1: Where do the contacts come from?

• Solution: Contacts are obtained from the Contacts directory. Fillers can select contacts from the organization's Contacts directory.

Q2: Can multiple contacts be selected?

• Solution: Yes, enable the 「Allow Multiple Contacts」 toggle in the contact settings.

Q3: What is the purpose of the default value?

• Solution: The default value automatically fills in the contact when the filler opens the form, supporting setting it to the filler themselves or a specified person.

Notes

• The Contact feature relies on the organization's Contacts directory; ensure the Contacts data is accurate
• Suitable for scenarios requiring personnel association such as task assignment and evaluation subject selection