I m in need to find the data entity which will help to assign legal entity to a role in bulk through dmf. The below link provides information for manual and organization hierarchy for the same process.
https://alexdmeyer.com/2020/01/07/options-for-configuring-user-legal-entity-restrictions-in-d365fo/
Kindly help.
TLDR
You are looking for entity "System security user role organization" (SystemSecurityUserRoleOrganizationEntity).
Note that there is a second entity with the technical name SystemSecurityUserRoleEntity (without Organization) that unfortunately uses the same label. Make sure you use the correct one.
Also note that this entity exists since version 10.0.11.
DIY
To find this information yourself in case you have a similar "What is the entity for x?" question in the future, here is the details of what I did to find the entity:
First, I followed the instructions from the link you provided to the form of the "Assign organizations" function. There, I checked what table is used as the data source for the grid in the lower part of the form where records are created when the "Grant" function is used. This told me that table OMUserRoleOrganization stores the data where legal entities are assigned to the roles of a user.
Next, I opened up Visual Studio, navigated to the table in the application explorer and used the context (right click) menu to find the references of the table. A bit down the list, you will notice that several entries start with dynamics://*. These are metadata references (e.g. a data source in a form) instead of code references. In this case, you are looking for a metadata reference that starts with dynamics://DataEntityView/*. This identifies data entities where the table is used, usually as a data source in the query of the entity. In this case, only one entity is found, SystemSecurityUserRoleOrganizationEntity. If you look at the fields of this entity, they match your requirement of specifying a user, a role and a legal entity.
To test the entity, I assigned an user's role to an organization (Contoso data doesn't seem to have this) and created an export project with the entity. This gives me the following result:
Related
i am not able to populate the system field "Prject" on opportunity record if the project and opportunity records have a different constituent
I have created the project from opportunity, but by some reason the opportunity has not been linked with the created project. I tried to connect them(populate the project field on opportunity) using a script but get the error: Invalid job reference key for the entity . It seems that netsuite doesn't allow project to be linked with the opportunity with a different client. Is there a way to populate the program field "Project" on opportunity and link the record with each other without changing the constituent on the records?
You would have to create a new Custom body or column field that would allow you to select any Project (regardless of which constituent/institution it is attached to). From there make considerations for why you want the 2 linked, and note that NetSuite will not complete any automation based on this custom field. You will have to make other modifications depending on business needs.
Working in Nintex, I have a workflow that is kicked off when a form is saved. The workflow generates a PDF version of the Nintex form (we need actual signatures - digital in the future, fingers crossed). This is done by updating a word template, then converting to PDF.
When the word document is updated, the 'assigned to:' field is getting an AD account name instead of the user's First, Last name (which is expected). Now I'm trying to format it so it's more appropriate to the Hard Copy (in the Nintex form, it shows as Last, First).
I used a Query User Profile action, passed it the same variable I was using to hold the form's 'assigned to' value, and then used the drop down menu to choose the user profile variables I wanted (First, Last, also: username, account name, Distinguish name). All values are generating empty strings.
I've incrementally tried handing the values to variables that are of type String, Person, or Collection. I also handed it my username instead of the variable and set my account info for the login. I've always selected values, so I don't think it's a typo.
I'm at a loss... the workflow emails the user at the end, so it's getting the data. I hope that's enough info, I'm new to SP/Nintex so it could be a rookie mistake. Any help is appreciated.
Thank you!
I've seen issues where the User Profile Service properties have not been configured adequately, which leads to a lot of empty variables when running an LDAP Query action for AD attributes.
If this is the case, then one approach is to get the Farm admin (if you don't have access) to take a look at Manage User Profiles in Central Admin and see what AD attributes are mapped to the user profile. If mappings are changed you'll need to run a full sync to bring over the values. It can be inconsistent in my experience as well.
I'm using Liferay 6.2.
My need is to add one user in LR, with a specific userID.
Or alternately, update a userID with another value.
The standard addUser service does not provide the possibility to specify the userID, and even the updateUser.
I would like to understand how LR choose the IDs for a new user, and if I can modify it.
thanks!
Like in almost any database driven application they're assigned in sequence. And no, you don't have to choose anything, it'll be taken care of by the framework. It needs to be unique, you can't add another user with the same ID and you must be sure that the user with this id will never be created in future. Thus: If you'd use an id that has already been given out, you'd have a duplicate. If you'd use one that has not yet been given out, you'll have a duplicate some time in future, when the sequence of ids comes to this value and the framework assigns the same id for the second time.
If you have an architecture that relies on a specific ID, your architecture is wrong. Rethink the problem and change the architecture and whatever you've already done to implement it.
LR core services use a CounterService to automatically assign UserId (and plugin developer should do the same)... so all the generating code is properly wrapper in the service methods that creates a number of rows in different tables when creating a user.
I agree with previous comment "If you have an architecture that relies on a specific ID, your architecture is wrong"... by the way you can use a tip.
Do you know Expando in LR? In enables you to add virtual columns on a DB entity... by using it, you can create a virtual column "myExternalId" to table "User_" (entity "User") and store there the ID you need. Then modify your code to use the field myExternalId instead userId.
I have a custom entity Partnership in which I have one lookup field contacts.
now I want to add the name field value of the partnership from contact fullname in time of creation of Partnership.
is it possible with the help of pre-existing configuration settings,(without plugin or web resource)
Thanks.
Without using a plug-in or web resource you have a couple options.
1- You can configure the mappings between the 2 entities by going to the Entity (contact) -> Relationship -> Mappings -> and add a new mapping there. For this to work though, you will need to create the child record from the subgrid of the contact, and if the contact changes it won't update the values. So it may or may not be an ideal solution for you.
2- You can create a workflow rule that runs on create and/or update of the Partnership record that pulls the value from the parent contact onto the partnership record. The downside of this is that workflows are async so you won't see the update for a few seconds and refresh the Partner record.
Hope this helps.
If you want to be able to click the "New Partnership" button in the CRM ribbon, then select a contact, and have the name of the contact, be used to populate another field on the form, you will have to use JavaScript. There is no configurable way of doing it.
If you'd like the value to be populated before it is saved in the CRM database, you could use JavaScript, or a custom Plugin. If you'd like the value to be updated after the record is created, you could use a workflow.
You'll have to use one of those three methods to populate the field. The real question I have though, is why are you bothering to populate the field in the first place? You can add the full Contact name to any view, so I don't see a real big reason to include it.
I have created a custom User profile template and object in the core database in Sitecore (as per the Security API Cookbook).
I can select this programmatically (as per the Security API Cookbook) so that my extranet users have an extended profile, that covers all the usual suspects (Address, phone, email format etc.)
However, where is this data stored? And how do I access it if I want to query the database to return a subset of users based on this profile data.
A typical requirement for an extranet member system is to extract a list of users to contact either in an email or a phone type campaign. Can this be done with the Sitecore membership system?
UPDATE>
I'm going to take a guess and say the profile data is stored in aspnet_Profile.PropertyValuesBinary .. which would make it nigh on impossible to query and not suited to my purpose. That is unfortunate. So to extend my question, if that is the case, is it possible to get Sitecore to store those values in the text field so they are searchable?
The standard Microsoft implementation of the SqlProfileProvider (which is used in Sitecore by default) stores the user profile information in the aspnet_Profile table. All the properties are serialized into the PropertyNames / PropertyValuesString columns. The PropertyValuesBinary is used to store the binary data (images). You can find more details if you look at the code of System.Web.Profile.SqlProfileProvider, SetPropertyValues method.
Next, all the custom properties you define in the user profile, are serialized to the SerializedData property of the Profile class, and it is again serialized to the PropertyNames / PropertyValuesString columns like any other property.
Also, couple of properties are stored in aspnet_Membership table (for some reason) - Email and Comment.
So, if you are going to query the users by Email, you can use FindUsersByEmail method of MembershipProvider. Otherwise, if you plan to filter by another property value, I suppose, you'll have to get all users and filter the obtained collection.
Hope this helps.
I faced this exact problem last week, didn't come up with a permanent solution, but to solve my particular issue, I wrote a little helper page and added it as a Sitecore application to be accessed from the CMS interface. All it did was query all users, and determine if they had any of like 5-6 profile properties assigned.
var userList = Sitecore.Security.Accounts.UserManager.GetUsers();
That is the relevant line to grab the users, it returns Sitecore.Common.IFilterable
So if you need to do something where you're grabbing profile info from all users, you cn do something like this:
foreach (Sitecore.Security.Accounts.User user in userList)
{
Sitecore.Security.UserProfile profile = user.Profile;
string whatever = profile["Whatever"];
//add whatever to a list or something
}
This worked out very well for my purposes, but I don't know how feasible it will be in your situation.