Create and edit individual participants

Individual Participants are the people referenced by Sessions, Task ownership, Organizations, invitation letters, and other relationships. Keeping one complete profile prevents fragmented records.

Check Participant access

You need space write access. Viewers can open Participant records but cannot create, edit, bulk edit, or delete them.

Create an individual

1. Open Participants and select New Participant.
2. Choose Individual.
3. Enter a Name. This is the only required profile value in the form.
4. Optionally add a photo, honorific prefix, Organization, Relationship Owner, Title, email, phone, Region, Status, Tags, Notes, and space-defined custom fields.
5. Select Create.

Email is optional, but a non-empty email must be valid. Region is stored as an ISO country code. Organization selects an existing Organization-type Participant; Relationship Owner is limited to eligible Executive Committee organizations.

Update a roster with Formist AI

Attach a supported roster file in the AI assistant and ask it to compare the rows with the current Participants. Formist searches existing records before proposing a create. A confident identity match should become an update Proposal; an uncertain near match is marked for human resolution instead of being silently merged. At apply time, an AI-created individual Participant with the same normalized name is refused rather than duplicated. An Organization is handled differently: a name that exactly matches an existing Organization is linked to that Organization instead of creating a duplicate, both when the Proposal is filed and when it is later approved; only a name that matches more than one existing Organization is refused, so a person can choose the one that's meant.

If a person refers to an Organization that does not exist, the Organization must be created first. The assistant can place the Organization and its people in one ordered bulk Proposal so approval creates the Organization before linking the Participant. Review proposed overwrites, identities, and organization links before approval. Do not assume external facts were verified unless the answer cites a source available to the assistant.

Edit or delete a participant

Select a row to open the detail dialog. Members with write access can change fields inline and save them, or use the row edit action. To delete the Participant, use the detail dialog's delete action and confirm the second prompt.

The Participant appears in the applicable tables and remains after refresh. A successful Formist service write is audited. If the Formist service rejects an optimistic create or delete, Formist restores or removes the temporary row and shows an error.

If the record looks incomplete

Confirm that the selected Organization still exists, that the email is valid, and that any custom field is defined in the current space schema. Undeclared request fields are rejected rather than silently stored.

Frequently asked questions

What happens if the AI assistant finds more than one possible match for an Organization name?

Formist refuses to guess. When a name matches more than one existing Organization, the create is refused so a person can choose the right one instead of risking a wrong link.