Archer Scripts User Status Indicator & Tooltip

The Archer Scripts User Status Indicator and Tooltip tool & utility displays a user status indicator next to user information to help business users quickly identify inactive or locked users in their records. It provides a quick view of user account information including status, last logged in time and groups.

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Release history

Last updated: February 2019

Overview

Key features

  • Provides a quick view of user account information in a via a mouse-over triggered pop-up, including Status, Last Logged in Time, Domain ID and Groups.

  • Customizable tool enables you to add additional user field information if needed, such as user's company or contact info.

Benefits

This offering provides user status information in a visual, easy to read fashion that helps business users identify inactive or locked user accounts enabling them to take action accordingly.

Prerequisites

Components

Recommended Software

On-Demand Application (ODA) License

None

Archer

Archer 6.3 or later

Use Cases

Can be applied to fields within any use case

Components

This offering is deployed via a Custom Object within an Archer application. Once deployed, the feature will be enabled and is available to all end users upon opening a record in the application where the script is deployed.

The feature works on a per application basis. Only the applications that have the script deployed will have the feature enabled. The script can be deployed to any Archer applications or questionnaires.

To obtain the Custom Object code or request technical support with this offering, please contact Archer Scripts at info@ArcherScripts.com.

Installation

The following steps provide information on how to deploy the Custom Object code to the application(s) where you want to enable this feature.

  1. From the navigation, under Administration > Application Builder > Applications, click on the application in which you want to deploy the script.

  2. Go to the Application Layout tab > Designer. In circunstances where Advanced Workflow is enabled,  you may have multiple layouts. The script must be deployed in all layouts where you want the feature to display.

  3. Under Add New Layout Object, drag “Add Section” to the layout and name it “Archer Scripts User Tooltip” or your preferred naming schema. If you have more than one Archer Scripts offerings, you can put all Custom Objects under one section.

  4. Drag an “Add Custom Object” to the new section. The Custom Object configuration window will open automatically. Provide the Custom Object a name and description. Next, paste the custom code sent to you by Archer Scripts via email to the Code section in the Custom Object configuration window.

  5. In the Display section, select either Edit Mode, View Mode, or Both depending on the display mode in which the feature is to be enabled.

  6. Click OK. Save the layout. If you don’t save, the Custom Object will not be saved.

Using Archer Scripts User Status Indicator and Tooltip Tool & Utility

Once the script has been successfully deployed, the end user will see:

  • User account status displayed next to user fields.

  • A tooltip window next to user fields upon mouse-over in the application.