Users are now given a summary of their profiles within the web and office add-ins, as shown below:
This needs to be set up in the User Profile form (which can be accessed through the Admin platform, Forms Section, then User Profile). Both are computed fields, which means that they are built using the normal User Profile fields. The first line shown in the image above is given by the 'ProfileName' field and the second line by 'Summary.'
When you create a User Profile, you should fill out both of these computed fields. As different companies have different User Profiles, these should be set with the User in mind. For example, an international company may benefit from having the user's language setting displayed in the summary.
You must reference information that the User has directly inputted themselves. There are 2 main ways users can enter information - via a textbox, or via a dropdown list.
1. Textbox
To reference information which a User has entered in a textbox, simply use the text string "%profile.fieldname%". For example, in the following image, the field has been called 'Title'. To use this in a computed field, we need to enter %profile.title%, as shown below:
The user will see the following entry in the second line of their profile:
2. Dropdown
To reference information which a User has entered in a textbox, simply use the text string "%profile.DataSourceSelectionId.ColumnName%". For example, in the following image, we want to display the information that the User chooses in the office field. The Data Source Selection ID of the field is "OFFICE", and the name of the column that users choose from is "office." We therefore enter "%profile.OFFICE.office%" in the computed field.
The user will see the following entry in the second line of their profile:
Note that you can use a different column label than the one which the User has chosen. For example, if they state that they are in the Copenhagen office, you can choose to display the street address instead. To do this, change the ColumnName in the tag string to the desired column title. Note that this may cause trouble, for example, if there are two offices in Copenhagen, and the WebApp and Addins will display only the top entry in the Data source. It is for this reason that we suggest using only the data that the User has directly chosen.
3. Multiple Fields
If you want to use several fields (for example, the User's office followed by their language), just enter the tag strings one after another. For example, you could enter "%profile.OFFICE.office%, %profile.DocumentLanguage.Language%" in the summary field.
This would give the following output for the user (providing the correct Data Source Selection Id and column labels are used).
4. Summary
TextBox | %profile.FieldName% |
DropBox | %profile.DataSourceSelectionId.ColumnName% |
Multiple Fields | %Tag String 1% - %Tag String 2% |
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