Creating and Managing Users in DataVoke

In DataVoke, users are created and managed using the User actions.  Free Development environments come with a basic User Record Type and Manage User view to get you started, these standard features can be further enhanced to meet the needs of your specific application or you can create your own Record Type to store your User information.  

User Configuration

Below are the instructions for creating or modifying the User set up.   

There are two places that need to be set up in order to get the user groups to function properly.  The first is the Record Type that will house the user data.  The second step is setting up the User Extension on the Global System settings.  

Setting up the Record Type

All free developer environments come with a Users record type already created and setup as the User Extension.  

If you choose to create your own Record Type to house your User data, the new record type needs to have the following at a minimum:

  • First Name
  • Last Name
  • Email Address
  • Default Password

These properties are required on the System Settings, User Extension tab.  These settings are used to create the user when the User - Create Account action is executed.  It is also what the system will look at when a user logins to store the system user variables.  

Configuring System Settings

Once you have created your User Record Type you need to add it to the System Settings - User Extension tab.  Here you set the record type that will house your user information and which properties will house the required information.  

In some cases you can use a property for more than one field.  Notice in the example above we are using the Email Address property for both the Login Property and the Email Property.  

It is important that all the properties in the User Extension tab are populated, if one is not populated it can cause errors and inconsistent behavior.  

Creating User Accounts.

If we look at the Manage Users view that comes with a free developer environment we can see how a new user is created.  In this example, the New User button it opens a New User Pop-up View where we can add the users information.  If we look at the Save & Close button we can see what is happening when you create a new user.  

The Save & Close button calls 2 action chains.  The first action is the Save actions which does the following:

  • Verifies that the new user is not a duplicate and saves the record.  
  • Sets the view to busy with the Busy Spinner
  • Sets a value on a record's property.  
  • Sets a status to the record.  
  • Runs the User-Create Account action, to create the user account in the framework.  When you configure the User - Create Account action you have the ability to set user permissions based on the Security Groups you have set up  
  • The last action calls the refresh action from the Manage Users view.  

The Cancel action chain clears variables and closes the view.  

Modifying a User Account

To modify an existing account select the record and click Edit User.  This will allow you to make updates to the basic user details.   Clicking Ok saves your changes, the changes will take effect the next time the user logs into the application.  

The Options button allows you to Disable or Reset a User account.  

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