Custom user information

Custom user information is additional information that can be used to further define a user or distinguish users from other users. For example, an organization with sales areas divided into North, South, East, and West may create a custom user information field titled "Region." Custom user information displays as a field at the bottom of the User Info panel on the User Properties and New User pages, and as an optional column in grids that display user properties.

Custom user information is managed from the Administration > Application Data > Custom User Information page.

Search custom user information

  • To search for custom user information, enter text into the search box at the top right of the grid, and click the Search Search icon icon or Enter.
  • To re-display all custom user information in the grid, delete the entire entry in the box by clicking the X.

Filter the grid

Use the advanced filters to display specific custom metadata quickly on the grid.

  1. Hover over the column header until you see the Filter Filter icon icon appear.

  2. Click the Filter Filter icon icon to display the following dialog to set filtering parameters:

    • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
    • True/False Columns: Select either the Is True or Is False radio button.
    • Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
    • Date Columns: Select either On, After, Before, Between, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending dates of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
  3. Click Apply.

    4. Tip: To clear the filter, click the Clear Filter Clear filter icon icon in the header, and then click Clear. You can also click out of the filter dialog to close it.

Edit Display Order

You can edit the display order of your custom user information.

  1. Click the Edit Display Order button at the top of the page.
  2. Use one of the following methods to reorder the custom metadata: 
    • Select the custom user information row(s) and drag and drop them into the desired order.
    • Hover over the desired row and click the Up Up arrow and Down Down arrow icons to move the custom user information up and down in the grid order.
    • Hover over the desired row and click the Move to Top Move to Top arrow and Move to Bottom Move to Bottom arrow icons to move the custom user information to the top or bottom of the grid.
    • Select the checkboxes of multiple custom user information rows and click the Up Up arrow and Down Down arrow icons to move them up and down in the grid order.
    • Select the checkboxes of multiple custom user information rows and click the Move to Top Move to Top arrow and Move to Bottom Move to Bottom arrow icons to move them to the top or bottom of the grid.
  3. Click Save. Click Cancel to discard any changes.

    4. Tip: Click the Up Up arrow and Down Down arrow icons to view the Display Order in ascending or descending order.

Sort columns

  • To sort columns chronologically or alphabetically, click the column header name. The records will display in ascending order.
  • To switch from ascending to descending order, click the selected column header name again.

Select grid rows

  • Select your desired grid row(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records.

Default v Compact column mode

You can switch between the default and compact column modes. Unless updated, the grid will remain in default mode. Compact mode shortens the height of the grid rows.

  • To switch between the modes, go to My Preferences within the header Profile menu and select the Default and/or Compact radio buttons.

Add a new custom user information field

  1. Click Add Field. The "Edit Properties" dialog will be displayed.
  2. Enter the new Field Name.
  3. (Optional) Select the Admin Use only checkbox to display the field to Administrators only.
  4. Click Save or Cancel to close without saving changes. The field displays at the bottom of the User Info panel on the User Properties and New User dialogs.

Edit a custom user information field

  1. Use one of the following methods: 
    • Hover over the item you would like to edit and click the Edit Edit icon icon. The "Edit Properties" dialog displays.
    • Select the checkbox of the desired item and click the Edit Edit icon icon at the top of the grid. The "Edit Properties" dialog displays.
    • Double-click the row of the desired item. The "Edit Properties" dialog displays.
  2. Edit the item as desired. See Add a new custom user information field for more information.

Delete a custom user information field

You can delete one or more fields at the same time.

  • To delete a single field: Hover over the desired item and click the Delete Delete icon icon.
  • To delete multiple fields: Select the desired item checkboxes and click the Delete Delete icon icon.
  • To delete all fields: Select the checkbox at the top of the grid column and click the Delete Delete icon icon.