Editing the header of a User Profile

About this article

This article will explain how to edit the header of a user profile. The User Profile header is the abbreviated information/summary that a user will see when they use their User Profile in Templafy.

• How to edit the header of the User Profile?
• What should Profile name and Profile summary contain? 
• Is it possible to combine several fields in the header of the User Profile? 
• How is Profile name and Profile summary displayed to the end-users?

 

Pre-requisites

Updated to Templafy Hive Admins or Owner right on the tenant

 

How to edit the header of the User Profile?

1. Access the Admin Center
2. Click the Users tab and then navigating to the User Profiles section.
3. Click the Edit Form button on the top left
4. Hover the header in the User Profile Preview and click Edit
5. Modify Profile name and Profile summary
6. Click Save field
7. Click Publish

 

What should the Profile name and Profile summary contain? 

In order to populated the information in Profile name and Profile summary, you must create User Profile fields first or retrieve the information from AD claims. Once form fields are created in the User Profile and the AD claims are correctly received by Templafy, you will be able to utilize them for the header.

In order to reference a text Form field, you will need to use {{UserProfile.FormFieldName}} binding syntax. If you want to reference a dropdown Form field, you will need to use {{UserProfile.FormFieldName.DataSourceColumnName}} binding syntax. More information on binding syntax can be found here. 

 

Example: I have created two different fields in my User Profile: Name, and Job title. I would like to set up the following behavior for the User Profile header: 

• Profile name should display Name
• Profile summary should display Job title

1. Look up the name of the form fields Name and Job title
   In our example Name is Name and Job title is Title

2. In the User Profile Header, you will need to enter : 
   {{UserProfile.Name}} in Profile name
   {{UserProfile.Title}} in Profile summary

 

Is it possible to combine several fields in the header of the User Profile? 

Yes. In order to combine several fields in the header of the User Profile, you can simply add several bindings in the Profile name and profile summary.

Example: I have created four different fields in my User Profile: Name, Job title, City, and Country. I would like to set up the following behavior for the User Profile header: 

• Profile name should display Name and Job Title 
• Profile summary should display City and Country

In the User Profile Header, you will need to enter : 
{{UserProfile.Name}} {{UserProfile.Title}} in Profile name
{{UserProfile.City}} {{UserProfile.Country}} in Profile summary

 

Example of the Profile Name or Summary field being populated using a value from a dropdown:

Binding for reference: {{UserProfile.Office.Name}}

 

How are the Profile name and Profile summary displayed to the end-users?

Profile name and Profile summary will be displayed as followed to the end-users:

 

 

Related articles

User Profiles Configuration of form fields in the User Profile Managing user profiles