Adding User Request Fields - External Access Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

External Access Client

Platform
OnBase
Product
External Access Client
Release
Foundation 23.1
License

Adding user request fields can be useful for many reasons. If you want to store additional information for each user, or if you want to require a company or group ID number to connect users for Super User administration, you can add user request fields to acquire this information.

Note:

The User Request Fields tab is not available if the portal type is set to Internal User.

To add user request fields, complete the following steps:

  1. Go to the User Request Fields tab in Portal Settings.
  2. Click Add New to create a new user request field.
  3. Enter a Display Name for the user request field. This name is displayed on the Create Account page.
    Note:

    The value entered in the Display Name field must be unique. If the display name is already in use, the user request field will not be created.

  4. Enter a Description for the user request field. The description displays as a tooltip on the Create Account page.
  5. From the Type drop-down select menu, choose a field type for the user request field. The following table describes each field type.

    Field Type

    Description

    Integer

    This is a 32-bit integer field. It requires a numeric value.

    Currency

    This field type requires a numeric currency value. Currency and grouping symbols cannot be used.

    Note:

    Accepted currency formats depend on the regional settings of your workstation.

    Float

    This field type requires a numeric value that has a variable decimal point location.

    Date

    This field type requires a numeric date value.

    Note:

    Accepted date formats depend on the regional settings of your workstation.

    Char

    This field type allows for a string of up to 80 characters.

    Boolean

    This field type requires a user to select either True or False from a drop-down list.

  6. Select True or False in the Super User Security drop-down list to determine whether or not this field connects users to a Super User. For more information about this option, see Super User Security Request Fields.
  7. Select True or False in the Required drop-down list to determine whether or not this field is required for new users.
  8. Select True or False in the Visible drop-down list to determine whether or not this field is visible on the Create Account page.
  9. Click Update to add the user request field, or click Cancel to discard the user request field.
    Note:

    User request fields can be edited by clicking the Edit button next to a field, but they cannot be deleted.