Users Object
Settings > Administration > Global Resources > System Objects > Users
Because the Users object plays such an important role in the platform and is embedded in many processes, very little modification of the Users object is permitted. However, the following elements can be customized:
Custom Fields in User Objects
Fields can be added to the Users object and are often used to support processes in an organization.
It is possible to add fields to the Users object, which will appear in the User record.
These custom fields can be used in:
- Default Value in Fields
- Data Policy
- Validations
- Display Criteria when Cloning a Form
- Layout Rules
Working with User Fields
Users that have the Customize Objects permission can define custom fields for documents
- Considerations
- A maximum of 10 custom fields can be created
- Fields can be reordered
- Fields are accessed while creating/updating a user record
Add a Field
- Click Settings > Administration > Global Resources > System Objects > Users
- Choose one of the following options:
- Click the [New Field] button to add a new Field
The added field(s) appear in the Basic Information Section of the user record.
Reorder Fields
To reorder fields:
- Click Settings > Administration > Global Resources > System Objects > Users
- Click the [Reorder] button, and use the Arrow Buttons to change the order of the fields
Data Policies in User Objects
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:
- Add - Add a User
- Update - Update user information (generally performed by a User in a System Administration Role)
- Self Update - User updates personal information
- Login and Logout - user login/logout ( login trigger will be available as a post triggering action and logout will be a pre triggering action )
- Password Change - Password Information
- Password Reset - Reset a User Password
- Proxy login - Proxy Login as another user
- Teams:
- 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 
Login Login
Proxy Login Proxy Login as this User
On View On View - when the record is viewed
- Learn more: Activation Sequence
- Create a Data Policy in the User object
- Click Settings > Administration > Global Resources > System Objects > Users
- Click the Data Policy tab
- 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