De-active/Active a User Event
The De-active/Active a User Event feature allows users to automate the process of changing user statuses within the system. This feature supports configuring events to either deactivate or activate users based on specific conditions or selections. The guide covers setting up these events, validating configurations, and verifying status changes.
Overview
This feature enables administrators to manage user statuses efficiently by defining event configurations that automatically change a user’s status to either "Active" or "Inactive." Users can configure events based on specific selections or conditions and track the changes made.
Configuring a De-active/Active a User Event
Configure De-active/Active a User Event by Dropdown
To set up an event that deactivates or activates a specific user:
- Title: Enter a descriptive title for the event.
- Description: Provide a description of the event.
- Select User: Choose the user from the dropdown list to apply the status change.
- Status: Set the status to "Inactive" or "Active" as required.
- Created By: Choose "Logged User" to record the status change with the currently logged-in user.
Steps:
- Alice Brown is setting up a "De-active/Active a User" event.
- Enter the following details:
- Title:
Deactivate User
- Description:
Deactivating a specific user
- Title:
- Select a user from the dropdown.
- Set the status to
Inactive
. - Choose
Logged User
for Created by. - Save the configuration.
Outcome: The selected user will have their status changed to Inactive
, and the status change will be recorded with the logged-in user.
Configure De-active/Active a User Event by Condition
To set up an event that deactivates or activates users based on a filter condition:
- Title: Enter a descriptive title for the event.
- Description: Provide a description of the event.
- Filter Condition: Apply a filter to select users based on specific criteria (e.g., Department equals Finance).
- Status: Set the status to "Active" or "Inactive" as required.
- Created By: Choose "Specific User" and select the user from the dropdown list.
Steps:
- Alice Brown is setting up a "De-active/Active a User" event.
- Enter the following details:
- Title:
Activate Finance Users
- Description:
Activating all finance users
- Title:
- Apply the filter condition:
- Department:
equals Finance
- Department:
- Set the status to
Active
. - Choose
Specific User
for Created by and selectJohn Doe
. - Save the configuration.
Outcome: All users matching the filter condition will have their status changed to Active
, and the status change will be recorded with John Doe
as the creator.
Validate De-active/Active a User Configuration
To ensure the "De-active/Active a User" event is configured correctly:
- Action: Review the configured details.
Expected Outcome:
- Alice Brown should see the configured values for:
- Title
- Description
- Selected User or Filter Conditions
- Status Change
- Created by
Verify Status Change by Dropdown
To verify that the status change has been applied correctly when using the dropdown method:
- Action: Trigger the event to apply the status change.
Expected Outcome:
- Alice Brown should verify that the selected user’s status is changed correctly.
- The status change should be recorded properly.
Verify Status Change by Condition
To verify that the status change has been applied correctly when using the condition method:
- Action: Trigger the event to apply the status changes to users.
Expected Outcome:
- Alice Brown should verify that all users matching the condition have their statuses changed correctly.
- The status changes should be recorded properly.
Summary
The De-active/Active a User Event Setup feature provides a streamlined approach to managing user statuses within the system. By configuring events based on specific users or conditions, administrators can efficiently maintain accurate user records and track changes made to user statuses.