Members Control

The Members control captures a selection of Users and Groups from your team.

It consists of a select list and a label. Use it wherever the answer to a task is who — who carried out an inspection, who signed something off, who the case has been passed to.

The selection can also drive work: bind the control to a Dynamic Task Assignment and the tasks you choose are assigned to whoever the user picks, as soon as they pick them. See Using the Selection to Assign Tasks below.

Add to the Template

The Members control can be added from the controls toolbar in the Template.

Label

Set the label text that will be displayed above the control. The label is required — it is also the name used to identify the control elsewhere in CheckFlow, such as in reports and dynamic values.

Use it to make the choice unambiguous — Who carried out the inspection? rather than Members.

Users and Groups

The control lists all Users and Groups within your team. A Settings button is displayed to the right of each one, offering two options:

• Excluded — the User or Group is not shown in the selection list.
• Selected by Default — the User or Group is already selected when the checklist is created.

You can also apply these in bulk from the Control Settings cog at the top of the control:

• Set All Excluded
• Set All Included
• Set All Selected by Default
• Set All Unselected by Default

These are the quickest way to configure a control that should offer only a handful of people: set all excluded, then include the few you want.

note

The list is resolved against your team at the time the checklist is created, so users added to the team later appear in new checklists automatically unless you have excluded them. Existing checklists keep the list they were created with.

Selection Mode

There are two selection modes, set at the bottom right of the control:

Mode	Behaviour
Single	The user can select one User or Group.
Multiple	The user can select any number of Users and Groups. This is the default.

Required

Tick the Required checkbox if the user must select at least one User or Group before the parent task can be completed.

Populating from a Data Set

The Members control cannot be linked to a Data Set. Only the Dropdown, Multi-Choice, Sub-Tasks and Table controls can be.

The Members control draws its list from your team instead, resolved when the checklist is created.

Use in the Checklist

The user sees the label with the select list beneath it, listing every User and Group that was not excluded in the template. They select one or several, depending on the Selection Mode set in the template. The selection is saved automatically, and the control records who last changed it and when.

If the control is bound to a dynamic assignment, the assignment is made as soon as the selection changes.

Validation

When a Members control is marked as required, validation is performed when the user completes the task. The task cannot be completed until at least one User or Group has been selected.

Validation error messages are shown below the control.

If you try to complete a task outside of the checklist (e.g. from the Dashboard) and it fails validation we will notify you of the validation failure via a pop-up message.

Conditional Logic

The Members control can be the source of a Conditional Logic rule. The available operators are:

Operator	Meaning
is	The chosen User or Group is selected
is not	The chosen User or Group is not selected
has no value	Nothing has been selected
has any value	Something has been selected

When you choose is or is not, the value picker lists the Users and Groups from the control so you can pick the one to test against. Rules can show or hide other controls and tasks — for example revealing a manager sign-off section only when a particular group is selected.

Matching Against the Current User

As well as a named User or Group, the value picker offers Current User — the person running the checklist, resolved at that moment rather than fixed when you build the rule.

This is the only operand of its kind on any control, and it is what makes one rule behave differently for each person who opens the same checklist. A task can be shown only to whoever is selected in the Members control, without naming anybody in the rule: assign the checklist to a different person next month and the rule follows them.

A Members control can also be the target of a rule, so it can be shown or hidden by a condition driven by another control.

Dynamic Values and Parameters

The Members control supports binding to a Template Parameter of type User or Group, set from the Bindings option on the control's settings cog. The selection is then made from the parameter value when the checklist is created, rather than by the user working through the checklist.

The same parameter can also drive a task assignment, so the person a checklist is for is named once when it is created and flows to both.

The selection made in a Members control can be reused elsewhere in the checklist as a Dynamic Value.

The Members control cannot receive a dynamic value binding.

Using the Selection to Assign Tasks

The most common use of the Members control is to assign tasks to whoever the user selects, using a Dynamic Task Assignment.

To set one up:

1. In the template, select the task you want to assign.
2. Click the Assign button. The Assign Task popup opens.
3. Click the Dynamic Assignments multi-choice select list.
4. Choose the Members control you want to bind the assignment to.
5. Optionally tick Copy Assignment To All Other Unassigned Tasks to apply the same binding to every other unassigned task.

The Dynamic Assignments list offers three kinds of source:

Source	Assigns the task to
Checklist Creator	The user who creates the checklist.
Parameters	The users and groups set in a template parameter of type User or Group.
Members Controls	The users and groups selected in a Members control.

Once bound, the assignment updates whenever the selection changes — including partway through a running checklist.

Linked Checklists

A Members control can be either side of a Linked Checklist control mapping, so a selection made in a parent checklist can be carried into a Members control in the child checklist it creates.

Reporting

Members answers can be added as a column in Reports, showing the Users and Groups that were selected.

Control columns are only available in a report when a single template is selected. Add the column from the Columns dropdown, under Tasks & Fields. See Report Columns.

Limits

Limit	Value
Users and Groups offered	Every User and Group in the team that has not been excluded
Selections allowed	One in Single mode; unrestricted in Multiple mode

Notes and Limitations

• The User and Group list is fixed when the checklist is created. Adding someone to the team afterwards does not add them to checklists that are already running.
• Excluding a User or Group in the template hides them from the selection list. It does not remove them from checklists created before the change.

Explainer Video

Related Pages

• Dynamic Task Assignments — the full detail of assigning work from this control's selection.
• Group Management — creating the groups this control offers.
• Task Assignments — assigning a task directly, without a control.
• Control Types — the capability matrix for every control.