{"id":22236,"date":"2024-02-15T14:48:40","date_gmt":"2024-02-15T22:48:40","guid":{"rendered":"https:\/\/docs.extraview.com\/v22\/book\/user-mapping\/"},"modified":"2024-02-15T14:48:40","modified_gmt":"2024-02-15T22:48:40","slug":"user-mapping","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v22\/user-mapping\/","title":{"rendered":"USER MAPPING"},"content":{"rendered":"<h3>\n\t&lt;== user mapping ==&gt;<\/h3>\n<p>This directive allows business rules to be triggered when a user account is modified.&nbsp; This directive is often used as the companion to the action rules of CREATE USER and UPDATE USER.&nbsp; CREATE USER and UPDATE USER allow users to be managed from <em>add<\/em> and <em>edit<\/em> screens, while the <code>&lt;== user mapping ==&gt;<\/code> directive allows administrative changes to users to be reflected in updates to issues.<\/p>\n<p>This is significantly different from other directives which are triggered when issues are inserted or updated.&nbsp; This directive is triggered when changes to user information are submitted.<\/p>\n<p>As an example, the rules within this directive are triggered when an administrator goes to the User Account maintenance screen, and edits a user&#8217;s account.&nbsp; When the administrator updates the user record, the changes to the account are made in the normal way and the rules in the <code>&lt;== user mapping ==&gt;<\/code> rules section are executed.<\/p>\n<p>This rule provides a means to synchronize the values within a user&#8217;s record to issues where the user&#8217;s details are stored.<\/p>\n<p>To facilitate the operation of this directive, there are two session variable fields defined in the Data Dictionary:<\/p>\n<ol>\n<li>\n\t\t<strong>RULES_MANAGED_USER<\/strong> &#8211; this is the user field containing the User ID of the user that was created, modified or deleted by the user transaction that invoked the mapping rule<\/li>\n<li>\n\t\t<strong>RULES_TXN_NAME<\/strong> &#8211;&nbsp; this is an option where a text field placed on the layout can contain either a value of <strong><em>ADD<\/em><\/strong>, <em><strong>EDIT<\/strong><\/em> or <em><strong>DELETE.<\/strong><\/em> This signifies which user transaction invoked the mapping rules.&nbsp; An example might be that with a value of&nbsp;<em><strong>ADD<\/strong><\/em> you can have further rules within this directive to execute a ADD action rule, or if there is a value of&nbsp;<em><strong>EDIT<\/strong><\/em> then you might execute an&nbsp;UPDATE action rule.<\/li>\n<\/ol>\n<p>Note that there are action rules that permit a user&#8217;s account details to be created or updated and synchronized in the opposite direction, i.e. from issues to user accounts.&nbsp; These actions are <code>CREATE USER<\/code> and <code>UPDATE USER<\/code>.<\/p>\n<p>The ADD\/UPDATE task must be running for this directive to be operable.<\/p>\n<h4>\n\tExample<\/h4>\n<p><code><code>&lt;== link vendorContactLink ==&gt; AREA=Vendors, PROJECT=Contacts, CONTACT.{is not null}, NEW_USER_ID.{is not null}, CONTACT=RULES_MANAGED_USER, STATUS='Active'<\/code><\/code><\/p>\n<p><code>&lt;== user mapping ==&gt;<br \/>\n\tif ((vendorContactLink).ID.{is not null}) {<br \/>\n\t{ UPDATE: vendorContactLink<br \/>\n\t&nbsp;&nbsp;&nbsp; VENDOR_FNAME = <span style=\"display: inline !important; float: none; background-color: rgb(255, 255, 255); color: rgb(170, 0, 0); font-family: courier,monospace; font-size: 12px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\">RULES_MANAGED_USER<\/span>.{first name},<br \/>\n\t&nbsp;&nbsp;&nbsp; VENDOR_LNAME = <span style=\"display: inline !important; float: none; background-color: rgb(255, 255, 255); color: rgb(170, 0, 0); font-family: courier,monospace; font-size: 12px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\">RULES_MANAGED_USER<\/span>.{last name},<br \/>\n\t&nbsp;&nbsp;&nbsp; VENDOR_PHONE = <span style=\"display: inline !important; float: none; background-color: rgb(255, 255, 255); color: rgb(170, 0, 0); font-family: courier,monospace; font-size: 12px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\">RULES_MANAGED_USER<\/span>.{cell phone}<br \/>\n\t};<\/code><br \/>\n\t&nbsp;<\/p>\n<ul>\n<li>\n\t\tThe link rule <code>vendorContactLink <\/code>searches for all issues where the AREA equals <em>Vendors<\/em>, the PROJECT equals <em>Contacts<\/em>, there is a value in the CONTACT field, there is a value in the NEW_USER_ID field, and the value of the STATUS field is <em>Active<\/em>.&nbsp; The value in the CONTACT field must be the User ID of the user that caused the rule to execute, i.e. the&nbsp;<span style=\"background-color: rgb(255, 255, 255); color: rgb(170, 0, 0); display: inline; float: none; font-family: courier,monospace; font-size: 12px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\">RULES_MANAGED_USER<\/span><\/li>\n<li>\n\t\tThe rules within the <code>&lt;== user mapping ==&gt;<\/code> directive first check to see if the identified issue or issues exist.&nbsp; Note there may be more than one matching issue<\/li>\n<li>\n\t\tFor the matching issues found with the link the current value from the user&#8217;s account for the first name, last name and cell phone are then saved into the issue(s) in the VENDOR_FNAME, VENDOR_LNAME and VENDOR_PHONE fields.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&lt;== user mapping ==&gt; This directive allows business rules to be triggered when a user account is modified.&nbsp; This directive is often used as the companion to the action rules of CREATE USER and UPDATE USER.&nbsp; CREATE USER and UPDATE USER allow users to be managed from add and edit screens, while the &lt;== user&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"","_lmt_disable":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"class_list":["post-22236","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>USER MAPPING - Product Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.extraview.com\/v22\/user-mapping\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"USER MAPPING - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"&lt;== user mapping ==&gt; 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