User preferences form

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User preferences form

Overview

Bizagi provides a set of information, called User Properties, that is relevant to each user individually. These include full name, email address, domain, roles, positions, delegated user, among others. These can be seen in the Organization Module in Bizagi Studio.

You can create additional properties for your users such as date of birth, social security number, marital status, or any other property required for your Processes that have not been provided by default by Bizagi. Click for more information about User properties.

 

End users can manage some of this information in their profile through the Work Portal, accessing the Preferences menu.

 

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All the information contained in the Preferences menu can be changed by the user anytime.

 

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You can define what user information User properties)  to display in this menu, in two ways:

1. Defining what User properties are manageable by end users in Bizagi Studio, and letting Bizagi auto-generate a form including these fields.

2. Customizing a form where you can define the user properties that can be changed by each end user, as well as the alignment and containers of the form (tabs, groups, etc).

 

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Some default user properties are Manageable by the user and this property cannot be changed. If you don't want any of the default user properties to be manageable by end users you NEED to create a customized form.

Multiple-to-multiple relationships manageable by the user can only be managed using the auto-generated form.

 

Define user properties manageable by users with an auto-generated form

When you create a User Property, you can define if it is Manageable by end users checking the Manageable by end user property.

 

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Bizagi auto-generates a Form with all user properties that have this check enabled and display them in the Work Portal through the Preferences menu.

 

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Customize a form to display in the Preferences menu

You can create a form and include all the User properties desired, as well as configure their behavior (required or not) and the layout.

 

1. Create the From in the WFUser entity:

 

 

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2. Include all the User properties, layouts and behaviors desired.

In the From's properties give it a name and then Save it.

 

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3. Go to the Business configuration option, and select the Advanced tab,

 

Select the form you just created, in the User preferences Form option.

 

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4. Test your form in the Work Portal

 

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If no form is selected in the Business Configuration option, Bizagi auto-generates a form containing all the user properties that are marked as Manageable by the user.Some default user properties are Manageable by the user and this property cannot be changed. If you don't want any of the default user properties to be manageable by end users you NEED to create a customized form.

Preferences form do not support Refresh actions, visibility rules or submit on change