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Creating User Fields

To apply row-level security, create User Fields and assign them to individual Informer users. Use these User Fields in Query criteria and in Filters. Navigate to the Administration page and click User Fields.

The Administration rail with User Fields highlighted under Customization
The Administration menu.

The listing page provides basic summary information about all existing User Fields in the system. Click the ... to the right of a row to access a menu of available actions:

  • Delete - Delete the selected User Field.
  • Edit - Edit the selected User Field to update the Label, Description, and Default Value.
The User Fields listing page with a row action menu showing Delete and Edit
The listing page and actions.

Click the New Field button to add a new User Field. This opens a configuration form. Complete the New User Field configuration:

  • Label - The name of the User Field.
  • Name - A text string to reference the Field. For example, if the name is state, use the field by entering ${user.state} in Filters or Criteria.
  • Description - A description (optional).
  • Type - The type of field (Text, Number, Date, Boolean).
  • Default Value - The value to use if a specific user has no value. If the default is left blank, the following values populate at run time:
    • String: ''
    • Number: 0
    • Date: 1970-01-01
The New User Field configuration form with Label, Name, Description, Type, and Default Value
New User Field configuration.
Also available through the REST API
Everything on this page is built on Informer's public REST API, the same one the product uses, so your scripts and integrations can do it too. Developer reference: User-Defined Fields.