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!