Plugin Mode

Set the logged-in user when executing an action

Summary

When a process management action runs, set the logged-in user, or information related to the logged-in user, into a specified field.

Smartphone support

This plugin supports smartphones.

How to use

Choose the process management action and the information to retrieve about the logged-in user. Set a destination field to record information about the person performing the operation.

When it runs

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

  • When you execute a process management action

Parameters

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

Process Management Action

Choose the process management action that triggers this operation. This setting is optional.

Values to retrieve for the logged-in user

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

Available options:

  • code(append)
  • codeOverwrite
  • name
  • email
  • employeeNumber
  • phone
  • mobilePhone
  • extensionNumber

Initial value: code(append)

Field to set the value

Choose the field in which to store information retrieved about the logged-in user.

The following field types can be selected.

  • Text
  • Text area
  • Rich text
  • User selection

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

Actions

Conditions