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Custom User Information in Bonita Portal

Learn how you can use and display Custom User Information, previously defined in Bonita Studio, in Bonita Portal.

Overview

Custom User Information defined in the Organization in Bonita Studio is displayed in the Bonita Portal in the More page for a user (only accessible under the Administrator profile).

The Users with custom information filter in Bonita Studio uses this custom information to map which users can perform tasks in the Bonita Portal.

In Bonita Portal, this custom information can only be accessed and edited by a user (Administrator profile only).

if no customer user definitions are set in Bonita Studio, then no information will be displayed in the Bonita Portal. However definitions can be added and modified manually and using the WEB REST API
the custom user definition cannot be modified in Bonita Portal by the admin. The custom value for a user can be modified by the Administrator.
This gives flexibility to the admin to re-assign tasks to different users.

The Organization .xml file can also be exported from Bonita Portal, and modified by hand externally, then re-imported back into Bonita Portal. The API can also modify the organization.

See Custom User Information in Bonita Studio

How to view custom information for a user

  1. Log on as a user with>Administrator rights.

  2. Go to the Organization menu and choose Users.

  3. Select a user in the list, by clicking on a name.

  4. Click More.

  5. The custom user definition and value are displayed in the zone called Other.

How to edit Custom information for a single user

  1. Log on as a user with Administrator rights.

  2. Go to the Organization menu and choose Users.

  3. Select a user in the list, by clicking on a name.

  4. Click More.

  5. The custom user definition and value are displayed in the zone called Other.

  6. Click Edit user in the top right corner of the screen.

  7. In the Edit a user pop-up window, click on the Other tab.

  8. Enter a value for the definition (defined in Bonita Studio), which will only be added to this user.

  9. Click Save. This closes the pop-up.

  10. The new value for the the definition will be updated and displayed in the Other zone.

Note that changing the value will modify the filtering and map the user to a different task.