Replicating user profile

[Atronics]

How can I incorporate a SQL script to replicate a "standard user"profile to the user logging in to Jiwa? i.e the user's profile is updated on login.

[Mike.Sheen]

How can I incorporate a SQL script to replicate a "standard user"profile to the user logging in to Jiwa? i.e the user's profile is updated on login.

The attached plugin will do this.

Once imported and enabled, You will need to set a system setting to nominate which staff member is the model user to copy system profile data from.

[Atronics]

Thanks, Mike. That's a very neat solution.

[pricerc]

This seems to not work so good in 7.2.1 SR4.

Getting a NullReferenceException at when trying to lookup the template staff member in System Config on the staff.Search line.

Code: Select all

    public void ButtonClicked(JiwaFinancials.Jiwa.JiwaApplication.IJiwaBusinessLogic BusinessLogicHost, JiwaFinancials.Jiwa.JiwaApplication.Controls.JiwaGrid GridObject, JiwaFinancials.Jiwa.JiwaApplication.IJiwaForm FormObject, int Col, int Row, JiwaFinancials.Jiwa.JiwaApplication.SystemSettings.Setting SystemSetting)
    {
      if (SystemSetting.IDKey == "ModelUser") {
         var staff = new JiwaFinancials.Jiwa.JiwaApplication.Entities.Staff.Staff();
         staff.Search(FormObject.Form);
         SystemSetting.Contents = staff.RecID;
         SystemSetting.DisplayContents = staff.DisplayName;
      }
    }

[Mike.Sheen]

This isn't right anymore:

Code: Select all

var staff = new JiwaFinancials.Jiwa.JiwaApplication.Entities.Staff.Staff();

We now require factories to create entities.

I'll update the plugin and post it back here.

[Mike.Sheen]

Plugin updated to work with the changes introduced since the original plugin was published. Tested and verified as working on 7.2.1.

[pricerc]

Plugin updated to work with the changes introduced since the original plugin was published. Tested and verified as working on 7.2.1.

Thanks Mike.

Thought it would be something simple - but you got it sorted for me on my drive home, and it would have taken me longer than that to figure it out!

[pricerc]

Do the saved TabControlSettings for a user only store modifications from the default that a user has made, or is it everything that could potentially be customised?

e.g. If I have a user who only deals with sales, and has modified the details grid on their S/O entry, but none of the other screens in the system, will their profile only include SO customisations, or would it also include, say, purchasing settings, even if they never use purchasing ?

Where I'm heading with this is: is there scope for having a 'merge' profile variation on this plugin, where we can customise/standardise parts of the UI, but leave other parts for individual management?

(I'm happy to tackle the work, but don't want to waste time trying to figure out how if it would be a pointless exercise).

[pricerc]

So here's a slightly more sophisticated version of the plugin.

Changes from Mike's code:
(1) in addition to a global setting, adds a staff record custom field that allows selection of another staff member to use as a profile source. So you could have several different 'template' users, and assign users to different templates.
(2) adds another (optional) global setting for choosing a user group. If the user logging on is a member of this group, then they will *not* load the global profile.
(3) if the model profile is not found, then the process is aborted without first clearing the user settings, i.e. they will get the 'default' settings for the user.

Notes:
Setting a user profile to the same user is the same as not specifying one at all, and the user will be subject to the global setting if they are not also a member of the "personal profile" user group.

[pricerc]

I just want to 'bump' this question, which I think may have gotten lost by my subsequent post.

Do the saved TabControlSettings for a user only store modifications from the default that a user has made, or is it everything that could potentially be customised?

e.g. If I have a user who only deals with sales, and has modified the details grid on their S/O entry, but none of the other screens in the system, will their profile only include SO customisations, or would it also include, say, purchasing settings, even if they never use purchasing ?

Where I'm heading with this is: is there scope for having a 'merge' profile variation on this plugin, where we can customise/standardise parts of the UI, but leave other parts for individual management?

(I'm happy to tackle the work, but don't want to waste time trying to figure out how if it would be a pointless exercise).

(it would be a pointless exercise if a profile contains *all* items not just *customised* items)