01-11-2022 11:42 AM
I am creating a Unity Form for users to fill out for a request to have a procedure changed and the first field is a Text Box with the Field Source 'Originator'; where the user enters their name.
Is it possible to create a custom action or something where this text box would auto populate when the user launches the Unity Form in the Unity Client to fill out?
OnBase17
Thanks
01-11-2022 11:54 AM
That is available in the Properties section of elements that can be added to the form:
The "created by" values aren't populated until the form is actually submitted (created). Before then, you can use a custom action to copy the "current" values to another field if needed.
And these Properties values can't be mapped to a keyword, so you'd need to copy the value to store as a keyword too.
01-11-2022 11:54 AM
That is available in the Properties section of elements that can be added to the form:
The "created by" values aren't populated until the form is actually submitted (created). Before then, you can use a custom action to copy the "current" values to another field if needed.
And these Properties values can't be mapped to a keyword, so you'd need to copy the value to store as a keyword too.
01-12-2022 04:03 AM
Thanks Larissa, that what I was looking for.
01-13-2022 07:20 AM
Thanks!
01-13-2022 08:04 AM
Or if you are looking for that information in workflow for any document (form or non-form) you can use a "set property value" action with the >>Author Name "keyword" or with %C (though that might be username rather than real name).
For the created by user's email address, I think you'd need to either initially capture and store that as a keyword value or set up something else (an external workview class based on the USERACCOUNT table, a unity script, etc.) to get that in workflow. I don't see any existing method to get that in workflow.
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