Скачать или смотреть CPS WebTips: How to Set-up a People Picker-Like Design in Automate Evolve

Automate Evolve introduced the option to connect to the LDAP directly. This is a direct connection that can read and select users from the directory. Now, the change in this new resolution is in how the user is selected. There is not a type-ahead option, like the people picker in Foundation. It is searched and selected using the lookup control element.

Below I will provide a step-by-step guide to how this is set-up and a couple of options on implementation. This is valuable because it provides an automated, accurate and error-free way to search and select a user in the active directory.

How to Set-up the People Picker
1. In your solution, right-click Data Connection and select 'Add'.
2. Under Type select LDAP Query.
3. Name it ‘LDAP Users’.
4. Keep 'Automatically retrieve data when form is loaded' unchecked.
5. Click OK.
a. I usually keep all fields checked and no sort, but these can be toggled based on requirements.
6. Navigate to the field you will be selecting the user from.
7. Add a lookup control to the field.
8. Fill in the properties based on requirements. For this example, our requirements are for the user to enter at least 3 characters and search by Last Name and set the selection to the user's email address.
9. Deploy and test.
10. Here are my results: I entered 'Dem' and two results are found.
11. After selecting the user, my email is set into the field.

Notes and Reminders:
1. You can wield the other options available such as First Name, Last Name, Username, etc.
2. If the req is to display the full name, but set a swim lane, then set a helper field in the background to the CPSUserEmail
3. If you are using the same field to search AND set, then you must use the lookup control icon. If not the query will retrigger once the user is selected.
4. If the user does not want to see a lookup control or would rather tab, then we will need another field. 1 to search (input) and 1 to set (output).

CPS has been tactically executing on implementations of digital transformation platforms for years focusing on business process automation, data & analytics and RPA. Our team would like to share this knowledge with you on our YouTube channel via CPS WebTips.

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