Manage Organization Extension Attributes

BambooCloud IDaaS pre-configures organization attributes for the user pool, such as organization name, organization code, organization type, parent organization, etc.

When enterprises have special requirements in user management and the current built-in organization attributes cannot meet project needs, you can refer to this chapter to customize extended organization attributes.

TIP

The built-in organization type attribute is associated with "Organization Type" in the enterprise center platform's "Settings > Data Dictionary" by default. You can extend and set multiple organization types for it in this data dictionary. The built-in organization type dictionary cannot be deleted.

Procedure

Manage Organization Attributes

TIP

• Each tenant is initialized with two default groups for organization attribute definitions (Basic Information Group, Extended Information Group). The two default groups cannot be deleted. Organization attribute fields are added under each group. When administrators add organizations, they fill in organization information according to the groups set here.
• Support setting allowed special characters and character length range for built-in attribute fields, field rules, display configuration, etc.

1. Log in to the IDaaS enterprise center platform. In the top navigation bar, select "Users > Attribute Definition", choose the "Organization Attribute Definition" tab, and click "Add Field" after the group to set the attribute field information.

   

2. Set the basic information of the attribute field, including field name and attribute code.

   • Field Name: set the display name of the attribute on each platform.
   • Attribute Code: set the attribute code used to identify the attribute; it must be unique.

3. Set attribute type-related information, that is, the display type, length, whether multi-value, and other related configurations of the new attribute on each platform. Different types have different attribute information to be configured. Key parameters are as follows:

   • Field Type: set the display type of the attribute field on the platform.
     • Plain Text: supports extended fields configured as this type. The attribute display type is a plain text box, mainly used for attributes such as organization name and description. Supports setting whether the attribute field can have multiple values.
     • Number: supports extended fields configured as this type. The attribute display type is numeric input, storing integers, mainly used for sequence sorting-related attributes.
     • Switch: supports extended fields configured as this type. Mainly used for enabling parameter switches and similar selection attributes, storing boolean data (true|false).
     • Dictionary: supports extended fields configured as this type. Define optional content for parameters in advance from the data dictionary, storing the corresponding dictionary code.
     • Organization: built-in attribute type, only used by the parent organization field.
     • Person: built-in attribute type, only used by the responsible person field.
   • Field Remark: set prompt information when filling in the attribute to guide users.
   • Field Validation Rules: set validation rules for the attribute field.
     • Required: set whether the attribute is required.
     • Unique: set whether the attribute value is unique. Unique and multi-value cannot be checked simultaneously.
     • Default Value: set whether to write a default value.
     • Character Length Range: set the length range of the attribute, common for text forms.

4. Set the display configuration of the attribute.

   • Console Organization Management: after checking query condition display, the organization's search page supports using this attribute as a search condition. Only when the field type is "Plain Text" can this be configured.
   • Administrator Add Organization:
     • Show: the field is displayed when the administrator adds an organization on the platform.
     • Hide: the field is hidden when the administrator adds an organization on the platform.
   • Administrator Edit Organization:
     • Allow administrator modification: the field is displayed when the administrator edits an organization on the platform and is readable/writable.
     • Do not allow administrator modification: the field is displayed when the administrator edits an organization on the platform but is read-only.
   • Import/Export:
     • Allow Import: after checking, this attribute is dynamically displayed in the import template when importing organization data on the platform.
     • Allow Export: after checking, this attribute supports being exported together when exporting organization data on the platform.

5. After completing the above configuration, click "OK" to save the attribute.

6. Click "Edit" or "Delete" under the "Operation" column of an added extended attribute to update or delete the existing extended attribute. System built-in attributes can only be edited and updated, not deleted.

Effect Display

After organization attribute field configuration is complete, in the IDaaS enterprise center platform top navigation bar, select "Users > Organization and Users". When adding an organization, it will be displayed according to the organization attribute configuration.

On the "Users > Organization and Users" page, the "Organization" tab supports searching for specified organizations by conditions, and click to customize the organization attributes and order displayed in the list (list display order from left to right).