User Data Policies

From LongJump Support Wiki
Revision as of 01:28, 2 August 2011 by imported>Aeric

Like other Custom Objects, the User Object can contain Data policies, which include the basic principles:

  • Choose from Action- or Calendar-based Triggering Actions
  • Select Activation Sequence (to invoke the Data Policy before or after the Triggering Action (Pre- or Post-)
  • Actions to take when the policy criteria are met

Some elements differ in the User object, however:

  • Type of Triggering Criteria
  • Actions specific to the User Object that are not available in Custom Objects
  • Additional fields included in the User Object, which can be used along with the Java APIs
Considerations
Triggering Criteria in User Data Policies
The following Triggering Actions are available in the User Object:
  • On View - View a single User record
  • On List View - Search and retrieve a list of users in a View
Learn more: Triggering Criteria
Activation Sequence
Action based Data Policies can apply actions Before or After the Triggering Action is evaluated:
  • In an Action Based Data Policy, the Activation Sequence determines which actions are available
Actions Description Activation Sequence

Before Triggering Actions (Pre)

Activation Sequence

After Triggering Actions (Post)

Logout Logout Checkmark.gif
Login Login Checkmark.gif
Proxy Login Proxy Login as this User Checkmark.gif
On View On View - when the record is viewed Checkmark.gif
Learn more: Activation Sequence


Create a Data Policy in the User object
  1. Click Designer > Global Resources > System Objects > Users
  2. Click the Data Policy tab
  3. Follow the instructions at Data Policy to add or modify a data policy
Parameters
The following User parameters are available:
Field Parameter Name
Active active
City city
Company company
Country country
Created id created_id
Division division (not available in the UI)
Email email
Fax fax
First name first_name
Language language
Last name last_name
Mobile mobile
Modified id modified_id
Notify info notify_info
Phone phone
Reports to reports_to
Role role
State state
Street street
Time Zone time_zone
Title title
User id userId
Username username
Zip zip


Actions available