Personalization Utilities

Overview

Contains a collection of Functions and Smart Services under the Identity Management palette:

Smart Services:

Rename Custom Group:
- Allows you to change the name to any group, even if it is a custom group
Create Custom Title:
- Creates a custom title to be displayed in the Title dropdown when creating a user account
Rename Custom Title:
- Allows the renaming of a custom title due to organizational changes or the discarding of a duplicate title
Deactivate Users:
- Deactivate multiple users at the same time
Reactivate Users:
- Reactivate multiple users at the same time
Create User With i18n:
- Allows you to set the locale, the timezone and calendar preferences for the user to be created
  - Please note: DOES NOT Send Temporary Credentials Email
Import Users from CSV Smart Service
- A template is included with this download

Key Features & Functionality

isUsernameAvailableForNewAccount()
- Wrapper to call the isusernameavailable() method in the UserService API.
getDeactivatedUsersBy()
- Allows you to search for deactivated users based on different fields, values for those fields and two operators (1:EQUALS and 2:CONTAINS)
getUsersBy()
- Allows you to search for active users based on different fields, values for those fields and two operators (1:EQUALS and 2:CONTAINS)
userSearch()
- Allows you to do a multi-field search. Syntax is "userSearch(Text[] property, Number[] operator, Text[] value)"

Oliver Burling 3 months ago in reply to ryanb805

Morning Ryan,

This version of the plugin (3.9.0) has been tested and verified by Appian for 23.2, but not for 23.4. However, given that this plugin is one of the most used ones across the customer base and I see no reports of issues on 23.4, I'd see no reason this wouldn't work on 23.4.

If you're running a remotely recent version of Appian, I'd recommend upgrading to the latest version of this plugin.
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ryanb805 3 months ago

Morning,

Please can it be confirmed whether this plugin is 23.4 compatible?

Regards
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Jordi 4 months ago

Dear Appian author,

We were using this plugin on 22.x, but when upgraded at 24.2 is no longer working, at least, the functionality to import users from a CSV.

Could you please confirm that 24.2 is not supported? or alternatively if we need to change something?

Regards,
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Appian AppMarket 8 months ago
v3.9.0 Release Notes
- Replaced deprecated content APIs with modernized file management APIs.
  
  See the 23.2 Release notes here: https://docs.appian.com/suite/help/23.2/Appian_Release_Notes.html#modernized-file-management-apis
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Appian AppMarket 8 months ago
v3.8.0 Release Notes
- New smart service: Update Group Type - Allows the modification of the group type for one or more groups at the same time.
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Appian AppMarket 8 months ago
v3.7.1 Release Notes
- Fixed a defect in which profile updates will set all fields that are not configured in the CSV Importer to null
- Added a parameter that allows designer to choose which behavior they want
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DimitarK 9 months ago

Hi, I noticed there are no release notes present for versions after 3.7.0 but newest version is 3.9.0. Can you please provide the missing release notes?
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Appian AppMarket 11 months ago in reply to Mike Schmitt

Thanks, Mike. To help further, we recommend submitting a feedback request using the Report an Issue button.
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Mike Schmitt 11 months ago

I'm trying to use the "Time Zone" setting in the "Create User with i18n" smart service - but there's no clue given as to what the accepted text value(s) are. I tried "America_New York" which (per Appian Documentation) is the proper thing to pass into the modern version of the "Update User Profile Smart Service", but when that value is passed to the i18n, nothing happens (created users default to GMT just as they do when it's blank - the environment's default is already set to EST before you ask). There isn't any actual documentation provided with this plug-in so i'm not sure where else to look for this information. cc Appian AppMarket
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Mike Schmitt 11 months ago in reply to sais0073

The existing plug-in version should work just fine with any (at least recent) appian versions. The "compatible version(s)" information is not meant or implied to be all-inclusive or indiciative of a minimum required version.
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