User component > Render option filters

Use case

It is often required that a further filter needs to be applied on which users to list within the user component.
This filter is defined at the run time, when the form renders or basis the input of other fields in the form.
For example, an HRBP wants to initiate resignation request on behalf of the employee. The dropdown for user selection should only show employees for which the initiator is an HRBP.

How to configure filters

Navigate to the basic configurations for a user component, and further navigate to 'User options' segment.
You can add multiple filters to filter out the user options.
All the applied filters work in AND. Which means all the filter rules are resolved/checked to identify the eligible users/employees which should be listed under the dropdown.
You can click on 'Add Filter' CTA to create multiple filter rules.

Filter rule configuration

Configuration	Description	Other details /example
Employee master user field	In order to filter down users further, employee master user key (attributes associated with each user in employee master sync) is compared with a form field value Under this input, you need to refer a employee master user field explicitly.	In order to refer to the Department user attribute of the user, you can add the input in 2 ways: department profile.department
Condition	Condition or comparator which should apply while comparing Employee master user field & form field	Dropdown option lists down the conditions
Form Field	Select the form field for the value to be compared with	In case no filter conditions match/are not true, no filter rules would be applicable, and all the users would get listed for the selected audience.

Configuration

Description

Other details /example

Employee master user field

In order to filter down users further, employee master user key (attributes associated with each user in employee master sync) is compared with a form field value

Under this input, you need to refer a employee master user field explicitly.

In order to refer to the Department user attribute of the user, you can add the input in 2 ways:
department
profile.department

Condition

Condition or comparator which should apply while comparing Employee master user field & form field

Dropdown option lists down the conditions

Form Field

Select the form field for the value to be compared with

In case no filter conditions match/are not true, no filter rules would be applicable, and all the users would get listed for the selected audience.

Updated 8 months ago