Loading...
Loading...
Manage user extended properties that are available to all user accounts.
Loading...
Loading...
Loading...
Loading...
Loading...
Configure extended properties that are available to all users.
As an Administrator, extend the users' attributes in User Extended Properties tab. The user profile setting contains most relevant information for users. However, the client can add more profile settings fields according his/her necessities.
View extended properties that are available to all users.
The Advanced Users package must be installed.
Your user account or group membership must have the "Settings: View Settings" permission to view User Extended Properties unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to view the User Extended Properties:
Ensure that you are logged on to ProcessMaker Platform.
Click the Admin option from the top menu. The Users page displays.
Click the Users tab. The User Extended Properties display in the Configuration column.
Understand what user extended properties are and how they apply to all users.
Part of the Advanced User package, User Extended Properties provide additional profile settings available to all user accounts. User Extended Properties setting allows Administrators to store additional information in user accounts. User Extended Properties display in the Additional Information section when editing a user account.
User Extended Properties are comprised of two parts: the JSON data variable name and the label. This JSON data variable becomes available as part of the user data object. The label displays in the Additional Information section.
To configure User Extended Properties, visit the Admin Settings page, and then select the Users tab and click on the Edit icon to open the Extended Properties management modal.
For example, add User Extended Properties to attribute information for Human Resources, such as the hiring date, onboarding date, offboarding date, and office location for each user in the organization.
Configure User Extended Properties from the Users tab in Settings. See View User Extended Properties.
Edit an extended property that is available to all user accounts.
Locate the User Extended Property to edit.
In the Label setting, edit the text label that displays in the Additional Information section of each user account for Administrators to enter the value of that User Extended Property. Consider the following example that stores the hiring date as a User Extended Property:
Variable Name: HiringDate
Label: Hiring Date
This is a required setting.
Click the Settings iconfrom the left sidebar. The Settings page displays a tab for each setting.
Click the Edit icon. See Add a User Extended Property.
Click the Edit icon. See Edit a User Extended Property.
Click the Copy to Clipboard icon. See Copy All User Extended Properties.
Click the Deleteicon. See Delete a User Extended Property.
The must be installed.
See the permissions or ask your Administrator for assistance.
Follow these steps to edit a :
. The Users tab displays.
Click on the Editicon. The Extended Properties screen displays your currently added User Extended Properties.
In the Variable Name setting, edit the Variable Name to store the User Extended Property value. Reference the Variable Name to get the value for this User Extended Property. As a best practice, use or style for the Variable Name setting value. This is a required setting.
Click Save. The User Extended Properties display in the Configuration column.
Click the Copy to Clipboard iconto copy the User Extended Properties as a JSON array. Paste the JSON array into any asset that either requires the User Extended Properties or for testing purposes.
Add a extended property to be available to all user accounts.
The Advanced Users package must be installed.
Your user account or group membership must have the "Settings: Update Settings" permission to add a User Extended Property unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to add a User Extended Property:
View your User Extended Properties. The Users tab displays.
Click on the +Add button. A row displays below the existing User Extended Properties.
In the Variable Name setting, enter the Variable Name to store the User Extended Property value. Reference the Variable Name to get the value for this User Extended Property. As a best practice, use PascalCase or camelCase style for the Variable Name setting value. This is a required setting.
In the Label setting, enter the text label that displays in the Additional Information section of each user account for Administrators to enter the value of that User Extended Property. Consider the following example that stores the hiring date as a User Extended Property:
Variable Name: HiringDate
Label: Hiring Date
This is a required setting.
Click on the Editicon. The Extended Properties screen displays your currently added User Extended Properties. If there are no User Extended Properties, only the Variable Name and Label columns display.
Click Save. The User Extended Properties display in the Configuration column.
Copy to clipboard all User Extended Properties.
Copy to clipboard all added User Extended Properties to have this information in another environment or for testing purposes.
The Advanced Users package must be installed.
Your user account or group membership must have the "Settings: Update Settings" permission to copy all User Extended Properties unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to copy all added User Extended Properties:
View your User Extended Properties. The Users tab displays.
Click the Copy to Clipboard iconto the right-side of the Configuration column and the Editicon. The following message displays: The setting was copied to your clipboard.
Delete an extended property that will no longer be available to any user account.
The Advanced Users package must be installed.
Your user account or group membership must have the "Settings: Update Settings" permission to delete User Extended Properties unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Deleting a User Extended Property cannot be undone. No screen displays when deleting a User Extended Property to confirm its deletion. After saving changes, the deleted User Extended Property is no longer available to any user account: values configured in each user account for the deleted User Extended Property are removed.
Follow these steps to delete a User Extended Property:
View your User Extended Properties. The Users tab displays.
Locate the User Extended Property to delete.
Click Save. The remaining User Extended Properties display in the Configuration column.
Click on the Editicon. The Extended Properties screen displays your currently added User Extended Properties.
Click on the Deleteicon.
Click the Copy to Clipboard iconto copy the User Extended Properties as a JSON array. Paste the JSON array into any asset that either requires the User Extended Properties or for testing purposes.