User Profile in Connected Portal

• Updated on Jan 29, 2024

• Published on Jan 29, 2024

• 1 minute(s) read

Logged in Users in Mobileforce, have user settings which provide basic user information that is inherited from the CRM User who has gained access to Mobileforce Apps such as CPQ and FSM via OAuth authentication/access from the CRM. The user settings has basic user information.

However, logged in users of the Connected Portal application often may not be full fledged CRM Users, it is useful to have additional user settings such as a user profile indicating user preferences and other characteristics. User Profiles are found under User Settings menu, and are configured as follows:

The ADL property user-profile-screenid, is used to determine the screen one goes to when one chooses the user profile action.

Add a 'Profile' menu item under the user settings menu.

This is done by setting the following ADL properties in applet scope for the applet (Connected Portal) :

• hide-user-profile: Set to 0 to show the Profile action in the user settings menu. It is 1 by default.
• user-profile-name: (Optional) The label to user for the Profile action in the user settings menu.
• user-profile-screenid: Screen ID of datatable screen for the user profile table.
• user-profile-filter-field: Name of the field in the user profile table to filter by email.

One example of these user profile settings:

<prop key="hide-user-profile">0</prop>
<prop key="user-profile-name">Profile</prop>
<prop key="user-profile-screenid">Users</prop>
<prop key="user-profile-filter-field">email</prop>

With these settings, one could set up a screen for "Users" with screenid "Users" as follows:

      <screen name="Connected Portal Users" type="datatable" iconportrait="fi-rr-table-layout" iconlandscape="fi-rr-table-layout" url="https://apps.mobileforcesoftware.com/adapters/customer/schema.php#Contacts" acl="">
        <data>
          <prop key="screenid">Users</prop>
          <prop key="hidden">1</prop>
          <prop key="param-prefix">crm-</prop>
          <prop key="ShowAllField">0</prop>
          <prop key="table-actions">list,read,update</prop>
          <prop key="subheaderbar-enable">1</prop>
          <prop key="table-filters"/>
        </data>
      </screen>