Configure person presets

Person presets supply defaults when a new person is created.

Requires: Administration access to Instance Settings. Applying a preset requires permission to create people and, for a group owner, appropriate group membership.

1. Open Instance Settings → Agreements & Defaults.
2. Under Person Presets, select Add Preset.
3. Enter a Preset Name.
4. Configure tags, the optional field, pseudonymization and Owner of created person as needed.
5. Under Show input fields, choose which fields the creation form should show.
6. Wait for All changes saved.
7. Open Create person, select the preset and inspect the resulting form using synthetic data.

Synthetic preset with no fixed owner and the Tags input field visible.

Defaults and consequences

• If no owner is selected, the person using the preset becomes the created person's owner.
• Presets owned by a group are filtered according to the creating user's group membership.
• Tags and configured defaults are copied when the person is created. Changing a preset does not retroactively update existing people.
• Visibility settings can hide names, notification options, tags, optional fields and agreements. Alias remains part of the form.
• Restricting custom person creation makes ordinary users choose an allowed preset. Ensure the intended users can see one first.
• A preset QR code creates a new person on each scan. It is not the connection code for an existing person.

Use tags with an automation

Give a practice preset the tag daily-checkin. Configure an automation with Person created and the matching tag condition, then assign the intended questionnaire.

The preset supplies data; the automation performs the assignment. Test both together and inspect the person's resulting assignments before using the preset routinely.

Related

• Create a person.
• Create an automation.
• Connect an existing person's phone.
• Administration.