How to Select Users by Narrowing Down the Selection Range

Filtering scheme using add-ons

 

Hi, there!

 

I have received the following questions several times so far.

Can I narrow down the range of Users that can be selected at Questetra’s User type Data Item?
(For example, want to select from only the Users as manager, etc.)

Unfortunately, with the standard settings you can not narrow down the selectable range at User type Data Items…
* Select from the Organization tree, or search by User name or email address. In both cases it targets to all Users.

As there is an alternative method, and I will explain it.

 

General setting is as follows.

  • Preparing an Options Master which is a list of choices of narrowed down Users
  • Converting the result of selecting from the Master into a User type Data Item

To realize these, I made each of them into Apps as the following.

  • App 1
    Extract the target Users from the setting information of Role, then via a String type Data Item and a Select type Data Item, save it to the Option Master (add-on)
  • App 2
    Prepare a Select type Data Items using Option Master prepared by App 1 (Setting of Data Items of App)
    Convert the Select type Data Item into User type Data Item (add-on)

Although several specification methods are conceivable as a way to narrow down the User, this time it is specified by the Role name. Unlike Organizations, Roles can be added without affecting other settings / displaying, so I believe that using Role is easier to deal with this kind of correspondence.
* By slightly changing the logic in the add-on of the App 1, narrowing down by the Organization name can be also realized easily.
* The add-on in App 2 is a data conversion add-on that assumes User’s email address is as the Option ID.

 

You can download the archive of App 1 from here (When the .zip file is expanded, “.qar” file is included).
app1-en_download
Download the add-on xml contained in App 1 from here.
pickup-role-user-addonxml
You can download the archive of App 2 from here (When the .zip file is expanded, “.qar” file is included).
app2-en_download
Download the add-on xml contained in App 2 from here.
convert-select-to-user-addonxml

Firstly, regarding App 1, we will set it up running on a daily basis automatically to acquire the corresponding user data and setting it as a Options Master. (It can be operated also manually.)
The flow chart is as follows.

#1) Property of add-on that extracts User information from Role name is as following figure. Specifying the Role name directly, stores the option ID and the option display label respectively into String type Data Items.

#2) Setting of the Select type Data Item using those two String type Data Items is as follows.

#3) The property of the processing of setting the Option Master using this Select type Data Item is as the following figure.

Nextly, regarding App 2, selecting User data using the Option Master which has been prepared by App 1, and then it sets the selection result to a User type Data Item.
The flow chart is as follows.

#1) The settings of the Select type Data Item using the Option Master prepared by App 1 are as the following figure.

#3) The properties of the add-on that converts the result of selection at the Select type Data Item to User type Data Item are as the following figure.

If you just prepare it like this, I suppose that you can understand that it can be easily used on the side of the App you use.
In addition, this method of preparing an Options Master in advance is not limited to the case like this time, but you can use it in various ways since it can be applied to cases where taking external data into Master to utilize.

 

If you have any questions, please contact us from the inquiry form.

 

About Kusaka Tsuyoshi

営業をやってますが、もともとエンジニアなので、プログラミングもやります。
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