Configuring Advanced Features → Working with Contacts (On-Demand)
The on-demand Global Process App contains the Contacts system auxiliary table, which stores contact records for users. A contact record enables you to define custom user attributes in addition to what is available on the user or resource record. A single contact record is associated with a single user record in the system.
Common use cases involving Contacts include:
You can add additional fields to the Contacts table and add custom auxiliary tables to the Global Process App using SBM Composer after you "Get" the process app in SBM Application Repository.
Before you begin working with contacts, ensure that you have granted the proper privileges:
You can create contact records for yourself and your users using either of the following options:
You can add customized contact record attributes to the User Profile Card that is displayed in the end user interfaces. To add new contact record attributes to the User Profile Card:
To allow users to associate contacts with primary items:
For example, if you want to limit what Occasional Users can view, remove all View privileges except for View if Contact. This ensures that Occasional Users can only view items for which they are the contact.
Users should now be able to update or transition an item and select an associated contact, and the contact should be able to view the item.
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