User Functions

This feature can be considered as an alternative (i.e., using an application) to the natural process (i.e., from Admin Menu) for creating/ deactivating a user; assigning/removing a user role. It basically minimizes the time frame compared to the natural process, and also democratizes the creation of User Functions.

 Here, democratization means, anyone with access to the application/section in an application (It can be a Guest Record or Embed App), whether Quixy Admin or not will be given the control over user functionalities.

How to create a user using an app?

• On dashboard page, click Admin Menu > Apps > Manage Apps.
• Select the app which you created to create a user, click View app.

• on app view page, click 3-dot menu  and select User Functions.

• On user functions page, click Add tab.

• You will land on add user functions page.

• Give a Name to the user function.
• Select the Workflow Step and Workflow Step Action.
• Select Create User from the Select Type drop-down.
• Type has 2 options
  1. Single: If you want to create a single user.
  2. List: If you want to create multiple users. (Tip: Use Grid in the application and list all the users info in it)
  3. Select the Type according to your requirement.
• Use the AddRule button, if you want to put a condition for creating a user, for example: if you want to create only the female users. 

• After filling all the required details, click Create Mapping.

• Map the User Elements section fields to the data capturing fields in the application, refer to the image below.
• Mapping the fields will nullify the data discrepancies.

After mapping the fields, you shall realize why an application with required data capturing fields was mandatory.

• Click Save.
• The User Function will get created, and lists in the user functions list page.

• Once you submit a record (perform a transaction) in the application, the user will be created.

• Once the user is active, you can find the user in Users List page.

How to deactivate a user through an app?

In User Functions, the configuration process for creating/deactivating users is very much similar to each other, however there is one minor change but very crucial one for deactivating a user, i.e., when creating the user function, choose the Select Type as Deactivate User.

How to assign a user role through an app?

In User Functions, the configuration process for assigning/removing user roles is very much similar to creating a user, however there is one minor change but very crucial one for assigning a user role, i.e., when creating the user function, choose the Select Type as Assign User Role.

Whenever you submit a record in the application with a user email address. Selected role will be allocated to the user in the selected workspace.

How to remove a user role through an app?

In User Functions, the configuration process for assigning/removing user roles is very much similar to creating a user, however there is one minor change but very crucial one for assigning a user role, i.e., when creating the user function, choose the Select Type as Remove User Role.

• Whenever you submit a record in the application with a user email address. Selected role will be removed to the user from the selected workspace.