Copy User Property

Owned by Werare Support User
Last updated: Jun 22, 2023
2 min read

A workflow post function that allows you to copy the Organizational Chart properties of the selected user to a custom field.

How to add “Copy User Property“ post function to a transition:

  1. To select the workflow you want to edit, first go to the "Workflows" option under the "Issues" tab.

  2. Navigate to the "Diagram" section.

  3. Click on the transition to which you want to add a post function.

  4. Click on the "Post Functions" option.

  5. Click "Add post function"

  6. Select "(OrgChart) Copy User Property" from the list of post functions.

  7. After configuring the desired settings for "Copy User Property" click on the "Add" button.

 

After configuring your settings, don't forget to publish the draft workflow by selecting "Publish Draft" to ensure that your configurations take effect. Otherwise, the changes you made will not be applied, and the workflow will remain in draft mode.

Configuration Details

Copy User Property post function screen.

Whose property should be copied?

You have three options to select a user here. By choosing one of these options, you can determine which user will be selected:

  • User Triggering the Transition: This option allows you to select the user who triggers the transition you are editing. You can select the current user.

  • Parent of the User Triggering the Transition: With this option, you can select the parent of the user who triggers the transition. If you select this option, you will see "From which hierarchy should the parent be picked up?" and you will need to select a hierarchy from which you can pick up the user's parent. From here you can pick up the parent of the user by selecting the hierarchy you want and copy the properties of this user to the field.

  • User from Selected Field: When you click on this option, another field will appear that you need to select. Through the selected user field, you can select a user from the field.

Property

You need to select one of the properties in the Organisational Chart app of the user you selected. By performing this operation, the property of the user you selected will be copied to the field field you selected.

Field to Copy

The selected fields can be text fields. Be careful when selecting the fielder you want to copy the Property to. If you do not select a text field, the property will not be copied properly.