Gravity Forms User Select

A WordPress plugin that adds a "User Select" field type to Gravity Forms, allowing you to create dropdowns populated with WordPress users.

Quick Start

1. Install & Activate the plugin
2. Edit a Gravity Form and add a "User Select" field
3. Configure the field settings (roles, display format, etc.)
4. Save and test your form

Basic Usage

Adding a User Select Field

1. Go to Forms → Edit Form
2. Click + Add Field → Advanced Fields → User Select
3. Configure the field settings:
   • Label: Field label (e.g., "Select User")
   • Roles: Choose which user roles to include
   • Display Format: How names appear in the dropdown
   • Required: Make the field required

Display Formats

Choose how user names appear in the dropdown:

• Display Name: User's WordPress display name
• First + Last: First name + Last name
• Username: WordPress username
• Custom: Use a template like {first_name} {last_name} ({user_email})

Role Filtering

Filter which users appear in the dropdown:

• All Users: Include all WordPress users
• Specific Roles: Select specific roles (e.g., Administrator, Editor)
• Custom Capability: Filter by WordPress capability
• Include/Exclude: Add or remove specific users by ID

Advanced Features

Auto-Selection

Automatically select the current user:

1. Enable Auto-Selection in field settings
2. Choose Behavior:
   • Always auto-select current user
   • Only for specific roles
   • Only if user has specific capability

Searchable Dropdowns

For sites with many users:

1. Enable Search in field settings
2. Set Threshold: Minimum users to enable search (default: 100)
3. Users can search by name, email, or username

Global Settings

Configure default behavior:

1. Go to Settings → User Select
2. Set Defaults:
   • Default roles to include
   • Default display format
   • Performance settings
   • Excluded users

Field Settings

Basic Settings

• Field Label: What users see
• Description: Help text below the field
• Required: Make selection mandatory
• Placeholder: Text shown before selection

User Filtering

• Roles: Which user roles to include
• Capabilities: Filter by WordPress capabilities
• Include Users: Specific user IDs to always include
• Exclude Users: Specific user IDs to always exclude

Display Options

• Display Format: How names appear
• Custom Template: For custom format (use {first_name}, {last_name}, {user_email}, {display_name})
• Show User Count: Display number of available users

Behavior

• Auto-Select Current User: Automatically select logged-in user
• Allow Empty Selection: Allow "None" option
• Searchable: Enable search for large user lists
• Search Threshold: Minimum users to enable search

Merge Tags

Use these merge tags in notifications and confirmations:

• {field_label}: Selected user's display name
• {field_label:id}: Selected user's ID
• {field_label:email}: Selected user's email
• {field_label:username}: Selected user's username

Performance Tips

For Large Sites

• Enable Search: For sites with 100+ users
• Use Role Filtering: Limit to specific roles
• Exclude Inactive Users: Remove users who haven't logged in recently

Caching

• User lists are cached for 1 hour by default
• Cache is cleared when users are added/updated
• Increase cache time in global settings if needed

Troubleshooting

Field Not Showing Users

1. Check Role Settings: Ensure selected roles have users
2. Verify Capabilities: Check if capability filtering is too restrictive
3. Clear Cache: Go to Settings → User Select → Clear Cache

Performance Issues

1. Enable Search: For large user lists
2. Filter by Role: Reduce the number of users
3. Check Server Resources: Ensure adequate memory and processing power

Display Issues

1. Check Display Format: Ensure format matches available user data
2. Verify User Data: Check if users have required fields (first name, last name)
3. Clear Browser Cache: Refresh the page

Support

• Documentation: Check this README and inline help text
• GitHub Issues: Report bugs and request features
• WordPress.org: Leave a review and get community support

Changelog

Version 1.0.1

• Minor bug fixes and improvements
• Enhanced security features
• Performance optimizations

Version 1.0.0

• Initial release
• Basic user selection functionality
• Role and capability filtering
• Multiple display formats
• Auto-selection options
• Search functionality for large user lists