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Modify users who have been moved to a different office using User Modification Template

Objective : Modify users who are moved to a different office using User Modification Template

Solution : User Modification template can be used to modify users who are moved to different office.

Scenario: We are modifying the user attributes using rules to assign a specific Manager based on the Office attribute value.

To Modify Single User.

  1. Select Management Tab.
  2. Select User Management , under User Creation select Modify User.
  3. In Modify Single User window, select the preferred domain, select the user from the list or search the user whose attributes has to be modified.
  4. Under Actions column, select 'Modify user'. In Modify Users window, select the 'User Modification with basic attributes' template from the drop down in Selected Template. Once the template loads, make the desired changes and click 'Update User'.
  5. In case of modifying the user by copying the attributes of other users, select 'Copy User Attributes' and choose the object whose attributes will be copied. Select 'Copy'. Click 'Update User' to save the changes.

Steps to set modification rules

  1. To set the modification rules for modifying attributes of the users who are moved another office, select 'Modification Rules' in the selected template window.
  2. In 'Conditions' option, select 'Office' from the first drop down list, 'Is' from the second drop down list and add relevant Office values by selecting from the drop down list.
  3. In 'Assign Values' section, add the field 'Manager' from the drop down list and click on 'Edit Manager' option to choose the relevant manager from the list of users displayed from the dialog box. Select 'OK'. Many such conditions and fields can be assigned to the rules by selecting the + sign. Click 'Save Template'.


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