Design Requirements for User Properties Attribute Form

For the User Administration properties to work effectively in Unifier, you will need to create the following components in uDesigner:

User Detail Form
Allows you to add additional data elements for both Company and Partner user forms. These data elements are displayed on the General tab of the User Properties for both types of users.
View Profile Form
Allows you to add additional data elements to display on user profiles. Any data elements you add to the User Detail Form can be selected to add to the View Profile Form.
Log
Allows you to design a log for user administration, as well as Find and sort order. Lists Company or Partner users in the Company Users Log and the Partner Users Log. Allows users to choose the user they want to work with. You can add navigation to these logs.
Integration
Sets up integration for the import of Company users, which enables Web Services and the CSV export and import of user information as well as bulk edit (edit of multiple users from the user log). Integration is not available for Partner users, but will be used for bulk edit for Partner users.
Picker
Allows you to define data elements displayed on the User/Group picker. You can specify the layout, sort order, and find for the picker. This design is available for the Show By User mode, but not for the Show By Group and Show By User/Group modes in the picker.

Design Flow

The following outlines the design steps necessary to design User Administration user properties attribute forms.

1. Create a data structure (if necessary).	See Creating A Data Structure.
2. Create a User Detail Form.	See the instructions beginning with Adding Blocks to the Attribute Form and also Adding Fields to a Form.
3. Create a View Profile Form.	The fields that you add to the User Detail Form can be selected to add to the View Profile Form. You cannot add any data elements to the View Profile Form that are not already on the User Detail Form.
4. Create a log.	See Designing a Log for a Manager. This log can have navigation configured, like that of an advanced log. Optional fields for the logs, in addition to any Additional Attributes: First Name—uuu_user_firstname Last Name—uuu_user_lastname Title—uuu_user_title E-mail—uuu_user_email Work Phone—uuu_user_workphone Home Phone—uuu_user_homephone Mobile Phone—uuu_user_mobilephone Pager—uuu_user_pager Fax—uuu_user_fax Timezone—uuu_user_timezone_pref Date Format—uuu_user_dateformat Proxy Name—uuu_user_proxy Company—uuu_user_Company Name—uuu_user_name Login User Name—uuu_user_loginname Password—uuu_user_password Status—uuu_user_status User Type—uuu_user_type Disable Mobile Access—uuu_disableusermobileaccess A new attribute uuu_user_type with a data definition SYS User Type will be added to list of attributes available for the Company Users Log and Partner Users Log. If this attribute is added, the attribute will be seen in the Company users log and partner users log in the User Administration node. Note: The attribute will be available only for Company Users Log and Partner Users Log. These should not be seen as part of custom attributes in other module designs.
5. Define Integration for Company Users.	Set up integration for the import of Company users, which enables the Web Services and CSV export and import of user information as well as bulk edit (edit of multiple users from the user log). Integration is not available for Partner users.
6. Define a User Picker Log.	Specify data elements displayed on the User/Group picker. You can specify the layout, sort order, and find for the picker. This design is available for the Show By User mode, but not for the Show By Group and Show By User/Group modes in the picker.

Last Published Monday, June 3, 2024