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)"
Anonymous
  • Hi,

    Is there a limit to the number of members who can be deactivated using the deactivate users smart service?

  • I'm running into an issue with the getDeactivatedUsersBy() function. The error being thrown is that I am passing a null parameter even though I am providing values for each of the inputs. Has anyone else run into an issue with the plugin? We are on version 19.1 and the function call I have setup is fn!getdeactivatedusersby(field: "email", value: ".",operator: 2) - the goal being grab all deactivated users (all valid email addresses should have a period in them)

  • Hello, I need a function so that I can search for a user given a user first name and last name. I see this plugin has userSearch() which works fine. However, I am concerned because in the compatible versions it goes only until 17.3 and we will be upgrading soon. Is there any out of the box Appian function I can use?

  • This plug-in uses the exact same code (public API) to validate fields as the product. Basically whatever is documented at docs.appian.com/.../Add_User_Smart_Service.html applies and/or docs.appian.com/.../User_Management.html

  • Is there a documented list of valid characters for a user's first & last name for "Create User With i18n" ?  

    The error message says that "*Name fields may only contain letters, numbers, whitespace, and the _ or - special characters." However, it will also allow apostrophe.  

    And the characters that Appian actually allows for First & Last names does not match what the smart service allows. Is there a plan to align the smart service to Appian's conditions? [[ABC 秂_@?.<>;:='-]] is a valid name via the Appian console

  • The API imposes a restriction so that any code retrieving all deactivated users needs to be executed by a System Administrator.  This cannot be changed.

    You can run the function in a script task and configure the assignment as "Whoever Designed the Model" so that the permissions are elevated on that node only.

  • The getDeactivatedUsersBy() must be executed by an admin user.  Is there a way to have this executed by a basic user?