Custom Attributes can let you choose a person from the people database by setting the Attribute Type to Person. When a person custom attribute is configured, the Person Filtering section will appear at the bottom of the New Attribute/Edit Attribute page. This will allow you to choose how the list of people in the attribute is filtered.
Person Custom Attributes FAQ
This section includes frequently asked questions about person custom attributes:
Question: How do Person Custom Attributes interact with Confidential person records?
Answer: If a person record is set as Confidential, then they will be excluded from person custom attributes in the client portal in the same ways that they would be excluded from standard attributes like Requestor. See this article for more information about how Confidential person records are protected.
Question: Why can't I find [Person] in my Person Custom Attribute?
Answer: In addition to the configurable filtering shown above, Person Custom Attributes exclude all inactive person records, and they exclude Confidential person records in the client portal based on the current user's permissions.
Question: What happens to Person Custom Attributes when I merge an existing value into another person record?
Answer: The value of the Person Custom Attribute will be updated to reference the new person record. If the attribute is a protected custom attribute, this will be logged in the Protected Attribute Access Log.
Question: Can I use Person Custom Attributes in reports?
Answer: Yes. Person Custom Attributes are supported in custom reports. They can be included as columns or used as filters, and you can click on the name in the report results to view the Person Details page.
Question: Can I use Person Custom Attributes in workflows?
Answer: You can use Person Custom Attributes on tickets and services as relative roles in a ticketing workflow. To learn more, click here.
Question: How can I filter on a Person Custom Attribute?
Answer: You can filter on Person Custom Attributes in reports, condition workflow steps, and automation rules by selecting the attribute from the list of custom attributes. Person Custom Attributes cannot be filtered in searches or saved searches.