Plugin Mode

Retrieving User Profile Information

Summary

Set information obtained from the user profile into a field. You can choose whether it is set when the record is saved, or when a button is clicked.

Smartphone support

This plugin supports smartphones.

How to use

Choose the user selection field, the profile information to retrieve, and the field that will store it. You can retrieve the information on saving or by clicking a button.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • Immediately before saving a record
  • When you open a record creation, edit, or details page
  • When you click a button added by this plugin

Click the button added by this customization to run the operation.

The page-display and field-change triggers exclude inline editing from the pencil icon on the list page.

Parameters

Enter or select a value for each setting unless it is marked optional.

Set Method

Choose whether to set it when you press the button or when you save the record.

Available options:

  • When a button is pressed
  • When a record is saved

User-Selected Field

Choose the User selection field that identifies whose profile to retrieve.

The following field types can be selected.

  • User selection
  • Created by
  • Updated by
  • Assignee

Values to retrieve for user

*When setting a value in the “User Selection” field, please select “code”

Available options:

  • Login Name
  • Display Name
  • Description
  • E-mail Address
  • Mobile Phone
  • Phone
  • Employee ID

Field to set the value

Choose the field in which to store the retrieved profile information.

The following field types can be selected.

  • Text
  • Text area
  • Rich text

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions