Tuesday, November 27, 2018

User Dropdown Control


Introduction

User Dropdown control is a type-ahead drop-down which allows to search and select one user from your company directory. This field type allows the workflow designer to define the list of options for the end-user to select from in the field properties. It is also possible to use this field as a dynamic user while setting permissions for fields or actions.

Features

  • Show all users as available options for the end-user to search and select
  • Show limited options based on rules: list of individuals, groups, units, and titles. 
  • All of the other standard functionalities of a field in Rethink Workflow
  • Provide placeholders to be used in the workflow including: 
    • id: the unique id of the user
    • avatarUrl: The URL to the avatar of the selected user (if any)
    • profileUrl: The URL to the profile of the selected user (if any)
    • name: the full name of the selected user
    • email: the email address of the selected user

How to design

To add User Dropdown control to your form, simply drag and drop it from the control panel to the form-design area.



To adjust the properties specifically for address, click on USER OPTIONS tab on the properties panel below the control

Specify the list of users as the options

The User Dropdown control provides a flexible way to define the list of users as the available options.

Include Everyone in my organization

To include everyone in your organization as the available options, select "Everyone in my organization" checkbox. 


Limit the list of options

There are occasions that you don't want to include everyone in your organization as the list of the available options, you can limit the list of options by specifying the list of individuals and/or defining rules. 

To specify the list of individuals, search for them from the dropdown add click on each user to add to the list.

You can also define the list of users using rules. Each rule contains a group, AND / OR a unit, AND / OR a title from your organization directory. For example, you could show the list of users belongs to "Instructors" group or list of users who have "Manager" title. Better yet, you can define one or multiple rules depending on the needs.

User Dropdown in Roles

When designing a workflow, a User Dropdown control can be used in defining roles. This unique feature enables granting permission based on the user input. For example, you can allow the user to select one of the specialists while filing the form. The selected specialist then can have permission to view/edit the form once it is submitted.

To use this control in a role while defining a role, simply select the field from the field dropdown.


How to use

The end-user can select one user from the list of available options. The end-user can also perform searching for on the list of available options too.

Using User Dropdown field in reporting

Include User Dropdown in columns

To include User Dropdown field in the list of columns of the report, click COLUMNS button and select the User Dropdown field from the popup:


To export User Dropdown values, click on EXPORT button and select the desired formats. User Dropdown field provides the following attributes:
  • id: the unique id of the user
  • avatarUrl: The URL to the avatar of the selected user (if any)
  • profileUrl: The URL to the profile of the selected user (if any)
  • name: the full name of the selected user
  • email: the email address of the selected user

Filter documents using User Dropdown field

To filter documents using User Dropdown field, click on FILTERS and select it from the list of filters. On filter popup, select one or more users for filtering.





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