User Property Table
There may be times when you need to add the additional information such as salary or department to your database users' records. The problem arises when you need to extract this information for the current user, typically when defining access rights such as "Allow view records related to the people from my department". Using TeamDesk you can extract users’ additional information for every table you need this information in. To make this process much easier, create the User Property table:
To Set User Property Table, make the following steps:
Click the Setup link in the top right corner of the window.
Select the Database tab.
From the setup menu select Sharing/Roles > Set User Property Table
TeamDesk will propose you to select existing table having a User column as a key column, or create a new one:
Once the User Property Table is created, it will be extended with the E-Mail, First Name, Last Name, Screen Name, Role, Default Set, External User and Last Access read only columns.
After that you should add users to the User Property Table. You can add them via Manage Users page or create new records in the User Property Table for each user.
To add users via Manage Users Page, go to the Setup and select the Database tab.
Click Sharing/ Roles > Manage existing users shares in the setup menu. The system will display the list of users with the Add User Property button. Click on this button to add a user to the User Property table.
If a user has been already added to the User Property table, the User Property button is displayed for this user.
When the User Property table is created, you have a couple of additional options:
- For any column of the User type you can create lookups to the information stored in the User Properties table right from the column form.
To add lookups to the user properties table, make the following steps:
Click the Setup link at the top right corner of the window.
Select a table you need.
From the setup menu select Columns > Customize existing columns. The system will display the Columns form.
On the Columns form click on a necessary User type column name and the Column Properties Form will be displayed.
To add a lookup, click the New button near the User Properties section displayed under the Column Properties Form
- Wherever you need User Properties information related to a current user, you can simply refer to a column of the User Property table by its name.
- In the Setup mode there is the Manage Users page . It is extended with buttons to edit corresponding record in the User Property table.
Obviously users just invited do not have a registered record in the User Property table. For such users the button is named "Add User Property". This button allows adding a new user to the Users Properties table as a record with user's dropdown pre-selected.
Please note that in each database only one User Property Table can be created.
Next: Managing Existing Users