Complete this tab to identify this user, including a name and organization. The access groups affect which RuleSets and versions the user can access and the portal layout presented.
Optionally, you can associate a photograph, graphic, or other image with this operator.
Personal Information
Field
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Description
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| Title
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Optional. Enter a title, such as Mr. or Ms.
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| First Name
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Optional. Enter the first name for this user.
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| Last Name
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Optional. Enter the last name for this user.
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| Full Name
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Enter the full name of this user. This text is present in the navigation panel of standard portal displays. Enter up to 50 characters.
 A few standard portal displays use the Short Description field — not the Operator Full Name value — to identify operators. For example, the selection lists presented to managers on the Process Work workspace use the Short Description. To have the system present the full names on such displays, copy the Operator Full Name value to the Short Description field.
Two standard properties pyFirstName and pyLastName exist but do not appear on the Operator ID form. If you enter a special character such as % between the first name and last name in this field, other processing in your application can extract values for pyFirstName and pyLastName from this value, which corresponds to property pyUserName.
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| Position/Title
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Optional. Enter this user's job title or position.
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| Phone
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Optional. Enter this user's business phone number. (If your system includes the optional PegaCALL component, a different property pyExtension holds the phone number; that property does not appear on the Operator ID form.)
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| Email
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Optional. Enter an email address for messages sent from this user or sent by a PRPC application to this user. The system does not check the format or validity of the address.
 The pyEmailAddress property has a maximum length of 40 characters. You can overwrite this property with a higher maximum length if needed.
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| Operator is available to receive work?
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Select to allow applications to route additional assignments to the worklist of the user who is identified by this Operator ID data instance.
Clear to prevent routing shapes in flow executions from adding assignments to this user's worklist.
This checkbox affects only routing activities. This checkbox does not affect the ability of this user to log in, enter work items, or complete assignments already on the worklist. It does not prevent another operator or manager from transferring assignments to the worklist.
If selected and at runtime a routing activity (with parameter CheckAvailability set to true) attempts to send an assignment to the worklist of this Operator ID, the substitute operator if any is used instead. If no substitute is found, the routing activity adds the assignment to the worklist of the manager of this operator's work group.
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Operator Image
Optional. You can associate an image (such as a photo or icon) with this operator. By default, this image appears in the Profile display and in the Designer Studio newsfeed. Your application can include this image in other situations. (For instructions, see More about Image Content data instances.)
If no image is associated with an operator ID, a default image from the binary file rule images.dialogprofileimage.gif appears.
Field
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Description
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| Operator Image
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For best results:
- Prepare a small square image about 25 to 56 pixels on each side, in a JPG, GIF, or PNG format.
- Click Browse... to navigate to the image file.
- Click Upload Image... to upload the image file. A pop-up confirmation appears.
- Click Save (
 ).
When you save the Operator ID form, PRPC creates an image content data instance (Data-Content-Image class) to hold the uploaded image file; the image is not part of the Operator ID instance.
If you later delete an Operator ID instance, any associated image content data instance is also deleted. If you copy an Operator ID instance using Save As.., the newly created Operator ID instance is not linked to the image.
Property .pyImageFileName links the Operator ID to an image content data instance.
Click Delete Image to end the connection to an image content data instance, and return to the default image. This does not delete the Data-Content-Image instance.
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Access Groups
Optional. Identify one or more access groups for this operator. Mark one as the primary or initial access group by selecting a radio button.
Field
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Description
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Access
Groups
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 Select the name of an access group (a Data-Admin-Operator-AccessGroup instance) for this user.
You can specify multiple access groups. When more than one group is listed, designate one as the user's default group by clicking the radio button next to that group.
If this operator is to use a composite portal to enter work items, and is to enter work items for multiple applications, create a distinct access group for each application, and list them all here. See How to create a composite portal.
If the data instance identified in the Name or Division field does not reference an access group based on an application RuleSet, this field is required.
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About Operator ID data instances
Operator ID form