Configure user and group selectors display types for simple strings (Standard UI)
Object fields with a display type of user selector or multi-valued user selector accept only user names as valid values. For example, Control Owner is an object field for the control object.
The following selector display types are available for simple string data types:
Selector Display Type | Description |
---|---|
User Dropdown | On Detail and Activity views provides an arrow that users can click to display a drop-down list box of user names. On all other views provides a magnifying glass icon that users can click to display a search pop-up dialog box to search for a user. |
User Selector | Provides a magnifying glass icon that users can click to display a search pop-up dialog box to search for a user. |
Group Selector | Provides a magnifying glass icon that users can click to display a search pop-up dialog box to search for a group. |
User/Group Selector | Provides a magnifying glass icon that users can click to display a search pop-up dialog box to search for a user or group. |
Multi-Valued User Selector | Provides a magnifying glass icon that users can click to display a search pop-up dialog box to search for multiple users. |
Multi-Valued Group Selector | Provides a magnifying glass icon that users can click to display a search pop-up dialog box to search for multiple groups. |
Multi-Valued User/Group Selector | Provides a magnifying glass icon that users can click to display a search pop-up dialog box to search for multiple users or multiple groups. |
Depending on the selector display type, you can configure some or all of the following settings.
To modify these settings, click Edit on the Display Type Information tab.
Setting | Description |
---|---|
Include Disabled | Allows or disallows disabled user accounts to be included in a selector listing. If the Include Disabled value is set to:
This setting generally applies to User (not Group) selectors. Note: There is a known issue with
the Include Disabled setting. If the Display Type is
User Dropdown, Include Disabled is set to
True, and disabled users exist and should be listed, the disabled users are
not listed and instead the message No items to display is shown.
|
Starting Group | Controls which group displays at the beginning of the selection hierarchy. If the Starting Group value is blank, selectors search the system for all users and/or groups, depending on the display type. A blank Starting Group value used in combination with an Include Disabled value of True can result in improved search performance. To select a starting group, click the group icon and select a valid group name from the selector window. For example, if you are using role-based security, you could select the Security Domains group, for non role-based security, you could select the Workflow, Reporting and Others group. Note: There is a known issue with the Starting Group
setting. In the Add New wizard, the Starting Group setting is not applied to
fields that have Display Type set to User dropdown.
|
Include Subgroups | Controls whether subgroups are included or excluded from the
User selector listing. Note: This setting applies only
to the User/Group and Group selectors.
If the Include Subgroups value is set to:
|
Minimum Access
|
This setting is enabled only if the Include Disabled value is set to False. This setting allows you to filter users based on access control list settings on an object’s folder. For example, you want to limit the number of users who can be assigned as a Process "Cycle Owner", which is an object field with a user selector display type for the Process object. Because you previously set up an access control list (ACL) for one or more groups or users to the Process folder, you can use the Minimum Access setting to filter the list of users. If you only wanted users with "Delete" permissions to be displayed on the user selector list, you can select the "Delete" Minimum Access setting to filter and display only those users with "Delete" ACL permissions. If the Read box is:
If the Write box is:
If the Delete box is:
If the Associate box is:
|
Changing the display type
If you change the display type of the actor fields in the profiles, you must take action on the filters.
If you change this display type | To this display type | Take this action1 |
---|---|---|
User Selector | Group Selector or Multi-Valued Group Selector | A |
User/Group Selector or Multi-Valued User/Group Selector | B | |
User Dropdown | Group Selector or Multi-Valued Group Selector | A |
User/Group Selector or Multi-Valued User/Group Selector | B | |
User/Group Selector | Group Selector or Multi-Valued Group Selector | A |
User/Group Selector or Multi-Valued User/Group Selector | B | |
Group Selector | Multi-Valued Group Selector | A |
User/Group Selector or Multi-Valued User/Group Selector | B | |
Multi-Valued User Selector | Multi-Valued Group Selector | A |
Multi-Valued User/Group Selector | B | |
Multi-Valued Group Selector | Multi-Valued User/Group Selector | A |
Multi-Valued User/Group Selector | Multi-Valued Group Selector | A |
1Actions
- A: If you make this change, and if "End User" is set as the filter value for that actor field in the filter, the "End User" must be updated to the group so that the filters can return the expected results.
- B: If you make this change, re-save the filter so that it can return the expected results.
If you set or change the display type of a field to Multi-Valued User Selector or Multi-Valued Group Selector or Multi-Valued User Group Selector, update the reporting schema. For more information, see Updating the reporting schema.
You cannot change a Multi-Valued User Selector, Multi-Valued Group Selector, or Multi-Valued User/Group Selector display type to a single actor display type.