Using Filters

In a user data picker (see About User Data Pickers for more details), the Data Picker Configuration window, you have the option of setting filters, under the Additional Filter block. This filtering option appears on configurable manager attribute forms that contain user data pickers. This option will filter the list of groups or users that appear on the picker. Use the instructions in the table below to filter the returned records. Use the information included in the following tables to determine filtering:

Additional Filter

Filter list of Users/Groups based on Project/Shell Membership	Select this check box if you want to filter the list of users on the picker to show only those with project/shell membership. In operation, Unifier will auto-populate and reverse-auto-populate the data picker with all users or groups, regardless of this check box. However, at runtime, the system will filter the picker for the user if you select this check box. Note: If you select this option, the rest of the filtering options will be disabled.
Apply User Attributes to the picker log and display element from Project/Shell directory	Select this option to enable the system to apply the user attribute values of the project/shell directory to picker log, display element of the data picker, auto-population, and reverse auto-population fields that use this data picker as their source. The system uses the same user attribute values in both the CSV file and the Web Service integration.
Group Membership	Select the group from which you want to specify a user or users. The drop-down list shows all the groups that are at the company level.

Filter list of Users/Groups based on Project/Shell Membership

Select this check box if you want to filter the list of users on the picker to show only those with project/shell membership.

In operation, Unifier will auto-populate and reverse-auto-populate the data picker with all users or groups, regardless of this check box. However, at runtime, the system will filter the picker for the user if you select this check box.

Note: If you select this option, the rest of the filtering options will be disabled.

Apply User Attributes to the picker log and display element from Project/Shell directory

Select this option to enable the system to apply the user attribute values of the project/shell directory to picker log, display element of the data picker, auto-population, and reverse auto-population fields that use this data picker as their source. The system uses the same user attribute values in both the CSV file and the Web Service integration.

Group Membership

Select the group from which you want to specify a user or users. The drop-down list shows all the groups that are at the company level.

Project/Shell Membership

Add user to Project/Shell.	Note: To use this option, the user data picker must be on the upper form, not the detail form. Select this option if you want Unifier to add these users to the shell membership.
Add user as a member to the selected group.	Note: To use this option, the user data picker must be on the upper form, not the detail form. Select this option if you want to also add these users to the group under the shell.

Add user to Project/Shell.

Note: To use this option, the user data picker must be on the upper form, not the detail form.

Select this option if you want Unifier to add these users to the shell membership.

Add user as a member to the selected group.

Note: To use this option, the user data picker must be on the upper form, not the detail form.

Select this option if you want to also add these users to the group under the shell.

Last Published Monday, June 3, 2024