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Version: 2023 R2

Users and groups

The source allows you to use the BPS users and groups list as a data source.


1. ID

The data source identifier (if the value is smaller than 0, the source has not been saved in the database yet).

2. Name

Name of the data source entered by the user.

3. Superior source

Each data source can contain subordinate sources which are related to a company within the system. If a superior source is referenced from a workflow element which belongs to a specific company, and that company has a subordinate source associated with it, the query will reference this subordinate source instead. If a superior source has been defined for the source, you must enter the name of the company for which it is defined.

4. Business entity

A business entity to which the defined source belongs. If the source has a defined business entity, entering the superior source is required.

5. Data source type

The type of the current data source. The field specifies the location from which data is retrieved.

6. Description

Description of the data source defined by the user.

7. Data source contains personal data

The option designates the current Data source as a source of personal data for other processes. A relation between the Personal data dictionary and the process which uses such a dictionary as a source of data requires additional configuration in every from field which is marked as containing personal data. Once configured, such a relationship allows the system to trace from which instance of a Personal data dictionary the form field obtained its value. Thanks to this, actions that delete or modify (anonymize) personal data are able to locate all the places that obtained data from a specific Personal data dictionary instance.

When a Data source is designated as a Personal data dictionary, it is required to specify a column in this data source which will be used as the unique personal identifier. It is recommended that this column contains unique, numerical database identifiers.

8. Data source type: person or group

When selected, the data source can be used in the configuration of the Person or group form field and the Choice field (Picker) and Autocomplete Item list columns.

The system data source of this type contains all default elements from the CacheOrganizationStructure table.

9. Data source columns

The table contains data source columns along with their description.

10. Query kind

For the Active Directory source type there are several available predefined queries:

  • All users (from selected OU) – all users from selected Organizational Unit or Container;
  • Current user all subordinates – subordinates of the current user, subordinates of subordinates, etc.;
  • Current user all subordinates (include user) – subordinates of the current user, subordinates of subordinates, etc., and the current user;
  • Current user direct subordinates;
  • Current user direct subordinates (include user) – direct subordinates of the current user and the current user;
  • Current user managers – the current user manager, manager of manager, etc.;
  • Custom (from selected OU) – users for which the conditions specified in the Active Directory query are met. Users will be searched in the selected Organizational Unit or Container.

11. Filter

The field allows you to display only the data complying with the query entered.

12. Test

The button executes a data source test. A query is executed and test results are returned. When an error occurs, a message is displayed.