Customize

Get User Profile

Summary

Get the profile of the user which is selected in the User selection field.

How to use

The obtained information can be set in fields such as Text fields.

In another action, using a formula like

= $1

Write the action number set for this action in $1.

However, if the “Information you want to obtain” is “All”, then

= $1.email 

It is also necessary to specify in the formula “which information”.

Parameters

Specify User Selection Field, Information you want to obtain, When multiple users are selected, and Target Field (Optional).

User Selection Field

Specify the field in which a user has been selected.

This parameter accepts the following field types:

  • User selection
  • Created by
  • Updated by
  • Assignee

When selecting fields in the table, retrieval will be performed for each row. However, in this case, if you try to reference the result of the action with an expression like $1, it becomes uncertain which line’s result will be returned. To perform processing on each row in the table, specify Target Field (Optional).

If no users are selected in this field, it will not result in an error, and an empty string will be obtained.

Information you want to obtain

Select which information you want to obtain, such as an email address.

Basically, you can only obtain one type of information with one action. To retrieve multiple types like email address and phone number, split the action into two.

Selecting “All” as an exception retrieves all information at once. However, in this case, the usage will be unique.

When multiple users are selected:

Select the behavior when multiple users are selected in “User Selection Field”.

  • Separate with commas: Separate the obtained information with commas, like “Jane, John, Ken”.
  • Get only the first person: Only the first person’s data is obtained, and the rest is ignored.
  • Error: Display as “Multiple users are selected” in the field as an error.

An error will occur when selecting “All” for the information you want to obtain and “Separate with commas.”

Target Field (Optional)

Use this parameter if you want to export the retrieved information to another field. You can omit this parameter if you do not set the results directly in the field but use it in another action.

When selecting “All” for the information you want to obtain and setting this parameter, an error will occur.

If you select a field inside a table, all rows of that table will be processed. For exceptions: See (*1)

*1: If you set a Condition that only applies to some table rows (such as the Condition “When Fields Value Changed”), the value will be set only for those affected by that Condition.

About “All”

You cannot specify the destination field when selecting “All” for the information you want to obtain. Instead, use expressions to extract values, such as “Set Field Value.”

For example, if the action number set for this “Do” is 1, and to get the email address, write

= $1.email

Also,

You can use the key described in Cybozu’s documentation as “User type”.

Tips for the customization items

The customization items can be obtained when “All” is selected for “Information you want to obtain.”

The items consist of an item code (code) and a value (value), but Customine cannot obtain the item code (code). The value can be referenced in customItemValues.

For example, if the action number for this Do is 1, and you want to get the value of the first customization item, specify as follows:

= $1.customItemValues[0]

Also,

the numbers in parentheses follow the display order. In addition, you can add up to 50 customization items, so values from customItemValues[0] to customItemValues[49] can be specified.

Compatibility with krewSheet

This action is designed to work seamlessly with krewSheet.

If the Target Field (Optional) is specified without omission, it is only supported under the following conditions:

However, there are the following restrictions:

  • It does not set values in the fields that serve as Lookup destinations.
  • The following field types can be set when a record is saved (e.g. when you select the Condition “Before Record Saved Excluding Deleted"): If you want to gain more technical knowledge, refer to the krewSheet documentation .
    • Fields not included in the krewSheet view’s columns
    • Fields set to read-only in krewSheet
    • Rich text

If you omit the “Target Field (Optional)”, it will support regardless of the conditions.

Restrictions

  • When setting Target Field, it can be used on any of the following screens. If used on other screens, it will result in an error during app execution. When the “Target Field” is omitted, it can be used on other screens, such as the record detail screen.

    • The New record screen
      • Available at any time
    • The Edit record screen
      • Available at any time
    • Inline editing mode on PC (after pressing the pencil icon to enter editing mode)
      • Available only just before saving the record.
  • Even if you set “When multiple users are selected” to “Error”, you cannot display an error in the following cases:

    • When the screen is not in a state of editing fields, such as the record detail screen
    • “Assignee” is set to the “User Selection Field” parameter
  • Guest user information cannot be obtained.

  • In the document of Cybozu’s documentation , there is an item called “Priority Department ID”, but it literally can only obtain the ID. To obtain information that includes the department name or department code of the “Priority Department”, use “Get Priority Department of logged-in user.