Configuration of form fields in the User Profile

This article explains the different tabs available in the User Profile as well as the configuration of the form fields. 

User Profile form tabs

General tab

• Type: will allow to you choose the type of form field you would like to utilize. You have the option of choosing a textbox, checkbox, combobox, dropdown, date, heading or instruction.
• Name: the name section should be filled out to describe the purpose of the field but it is only used as a reference and cannot have spaces.
• Label: the label section is what end-users will see in their User Profiles.
• Required: will allow you to make the field required or not for the end user.
• Placeholder: will allow you to add a placeholder text to the form field to guide the user on what is expected in this field.

Configuration tab

Depending on what type of field you have specified in the Type section, you will be presented with corresponding configuration details.

Layout tab

For every type of field other than Heading and Instruction, you will have the ability to add a space before or after the field or add help text before or after the field.

User Profile form fields

Textbox

• Default value: default value of the form field.
• Lines: define number of lines in the form field.
• Max length: define maximum character length of the form field.
• Max number: define maximum.
• Min number: define maximum.
• AD claim: allows you to map to AD claims.

Checkbox

• Checked by default: toggle default value of the form field.

Dropdown and Combobox

• Options: define which data to show from data resources (data column).
• Field to show: define which field within the data source column you selected in Options.
• Default value: define the default value of the form field.
• Hide if no user interaction: will hide dropdown if there's only one value defined and therefore no user interaction needed.
  • If used together with a filter, then having the field not required and empty will hide it in the user profile for the users.
• Auto select first option: Toggle this, if you want the first available option in the dropdown automatically selected.
• Filter by: define if you want to filter available values by other form field, meaning a selection based on another field in the dropdown.
• Filter field: filtering based on a field from the data source column you are referencing.

Date, Heading and Instruction

• No configuration necessary