Create on Behalf - Function / Customization

Emmanuel_Cassidy

We've recently updated our portal to v6, it's giving us the ability to control who has access to it using AD groups. this is very useful. Though we would like to have a little more control over it as quite honestly, it's seems to be confusing for some of our users. I don't blame them. Let me explain.

 

The Box/Field suggest to "Pick One..." and it's a drop down style box, now user's are simply clicking on the drop-down and selecting one of the 10 items in the drop down.  A factor that is causing this confusion is the Create on Behalf field is also pulling in Distribution Lists from AD for some reason, and the first 10 results so happens to be distribution lists of locations, so the users are selecting the DL that applies to their location.

My Question:

1. Can we modify the query that the "Create on behalf of" field uses to pull the results.
2. Can we change the text in the field to mention something a little specific.

thanks

Leigh_Kilday

We have users who select their own names in this field because they don't know they can leave it blank. I agree that it could be a little clearer.

Nicholas_Velich

Hi Emmanuel,

I don't disagree-- that picker can be a bit confusing. Attached is a bit of code that I think improves it. Feel free to use whatever bits and pieces you like.

(1) Rather than allowing the analyst to immediately type in the user picker, they must first choose that they want to create on behalf of:


(2) Once they pick Yes, the picker appears as usual; however, notice the "placeholder text" now reads "Search for User" instead of the default "Choose One..."

The code I used to accomplish this is attached. It would need to be copied into your custom.js file. If you don't want the feature in (1) above, you can comment out or delete lines 6-21. If you want to change the placeholder text, that can be done on line 24.

Two other tidbits outside of the attached code:

(3) The actual "Create Request On Behalf Of" text can be changed in the localization section of the portal. The key you would override is "CreateRequestonbehalfof"

(4) Changing what results appear once you start typing can be configured in the Admin Settings portion of the Portal. The keys you would modify in this case are "UserQuery" and "GroupQuery." If there is a particular attribute unique to all your Distribution Groups, you can add them to these search filter settings to omit them.

Thanks,
Nick

Emmanuel_Cassidy

Hi Nicholas,    this is perfect. I appreciate the help. 

David_Meldrum

Excellent customisation, Nicholas!

Do you think it is also possible to use ExtraProps under this picker also? I have a customer that has thousands of users, some of which can have the same full name. The customer would like to see the unique username underneath the selected user if possible.

Thanks,
David

john_doyle

Nice customization. It strikes me that it would be even better if the initial question was 'Are you the affected user?' with the Yes/No options switched.

David_Meldrum

john_doyle said:

Nice customization. It strikes me that it would be even better if the initial question was 'Are you the affected user?' with the Yes/No options switched.

Hi John - I found the easiest way to do this is to create an override for the CreateRequestofBehalfOf locatization (Under the Admin menu).

Cheers,
David

Emmanuel_Cassidy

David_Meldrum said:

john_doyle said:

Nice customization. It strikes me that it would be even better if the initial question was 'Are you the affected user?' with the Yes/No options switched.

Hi John - I found the easiest way to do this is to create an override for the CreateRequestofBehalfOf locatization (Under the Admin menu).

Cheers,
David

This was pointed out by Nicholas in his post above, section 3   

Nicholas_Velich

@David_Meldrum Definitely understand the need here-- there are a lot of "John Smiths" out there . Unfortunately, Extra Props could not be quickly/easily added to this. The call this picker is using to retrieve the users is GetUserList, which only returns the Id and Name (same as a normal user picker); however, the difference between the RO page picker and a typical user picker on a Work Item form is that the Work Item form picker uses an internal call to grab the additional properties for the user after selection, whereas the RO picker does not. This could certainly be implemented for the RO picker as well, but would take a bit of development effort.

@john_doyle As @David_Meldrum mentioned, a simple override is a great approach here. On that note, if anyone is planning on changing the wording so that "Yes" would hide the box, and "No" would show it, you could most quickly accomplish that by changing the button labels defined on line 10. You could also change the order by switching the two <input> tags if you like.

Adrian_Paech

Love this customisation! Thanks Nick!

I did something similar as shown in the pic.

Pretty much the same thing, but with a couple of ammendments.

Here is the adjusted code if people are interested

$(window).load(function () {<br>&nbsp;&nbsp;&nbsp; if (document.URL.indexOf("ServiceCatalog/RequestOffering") === -1) { //Only worry about request offering forms<br>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; return; <br>&nbsp;&nbsp;&nbsp; }<br>&nbsp;&nbsp;&nbsp; <br>&nbsp;// Change title to "Requested For: "<br>&nbsp;$('.control-label:contains("' + localization.CreateRequestonbehalfof + '")')[0].innerHTML = "<h4>Requested For: </h4>";<br>&nbsp;localization.CreateRequestonbehalfof = "Requested For: ";<br>&nbsp;<br>&nbsp;// v6 - Change interactions with create on behalf of picker; user must select "Another Staff Member" before being able to enter a username<br>&nbsp;$('.control-label:contains("' + localization.CreateRequestonbehalfof + '")').parent().find('.two-action-input-group').hide();&nbsp; // Find our div with the On Behalf Of Picker<br>&nbsp;<br>&nbsp;// Create some radio buttons, and append them just after the picker<br>&nbsp;var radioBtn = $('<div><input id="behalfdisabled" type="radio" name="rbtnCount" checked/> Myself &nbsp;&nbsp;&nbsp;<input id="behalfenabled" type="radio" name="rbtnCount" /> Another Staff Member</div>');<br>&nbsp;&nbsp;&nbsp; radioBtn.appendTo('label.control-label:contains("' + localization.CreateRequestonbehalfof + '")');<br>&nbsp;<br>&nbsp;// When the radio buttons change, we might want to hide or show the search box.<br>&nbsp;radioBtn.change(function(){<br>&nbsp;&nbsp;if(document.getElementById('behalfenabled').checked){<br>&nbsp;&nbsp;&nbsp;$('.control-label:contains("' + localization.CreateRequestonbehalfof + '")').parent().find('.two-action-input-group').show();<br>&nbsp;&nbsp;}<br>&nbsp;&nbsp;else{<br>&nbsp;&nbsp;&nbsp;$('.control-label:contains("' + localization.CreateRequestonbehalfof + '")').parent().find('.two-action-input-group').hide();<br>&nbsp;&nbsp;}<br>&nbsp;});<br>&nbsp;<br>&nbsp;// Change the placeholder text in the picker<br>&nbsp;$('.control-label:contains("' + localization.CreateRequestonbehalfof + '")').parent().find('.k-input.search-combo').attr("placeholder", "Search for User") <br>}

Brad_McKenna

Thanks for the code @Nicholas_Velich & @Adrian_Paech! I picked this up last night as this was exactly what we were looking for!

Was thinking we should add this to the Community or Cireson Uploads section Would be happy to add your behalf's as I think this is a nice add-on!

Nicholas_Velich

Glad it worked for you @Brad_McKenna

I have created a post in the Uploads section for this customization here: https://community.cireson.com/discussion/1898/create-request-on-behalf-of-radio-buttons-and-text-change

alex_kokin

Any change some here can help me get this working?

https://community.cireson.com/discussion/comment/5767