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How to create a user profile

Edit User profile:

You can add a form field to a User Profile in the Form Editor. Go to the Forms tab of the Admin platform, and select 'User Profile'.

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Form fields:

In the Form Editor, you can select New Field. This will open the form field configuration view. You can choose between different types of fields, e.g. textboxes, dropdowns, checkboxes and labels. 

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Insert User information from Active Directory:

If you have Single Sign-On  set up in your Templafy solution, you can insert data directly from Active Directory in the user profile, e. g. department name. 

 

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Computed fields 

Computed fields can provide the User Profile(s) with a name tag and a summary text. The default name My User profile is applied if the Formula field in ProfileName is empty. 

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If you want the profile name to be a reference to an editable form field in the User Profile, you can write %Profile.NameOfField% in the Formula field, e. g. %profile.name% if you want the user name to be displayed as the profile name.  

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