Common Components Help

AEF Help

Finding and Selecting People

Many pages within the Common Components require that you select a user. You may be required to select a user from the type chooser, as when reassigning ownership of an object or assigning a designated user for an object. Other pages allow you to search for people, groups, or roles using the page Actions menu, as when assigning members to a route.

To find people

1. Click next to the field on a form page that requires that you select a user.

Or

Click Add People from the page Actions menu.

Or

Click Tools > Administration > Search for People.

The Search page appears.

Specify search criteria to limit the number of items included in the search results, or leave the defaults of * to search for all of the type of user selected.

The Search People search criteria includes some or all of the following fields, depending on the page from which you accessed the search function:

User Name. If you know the person's User Name as it is defined in the system, type the name or part of a name (using wildcards).

First Name. Type the person's first name or part of a name (using wildcards).

Last Name. Type the person's last name or part of a name (using wildcards).

Organization. Type an Organization name or part of a name (using wildcards). This can be a company, subsidiary, business unit, or department. The search results will include employees of the organization, but not persons who only have role access to the organization.

2. When you have entered your search criteria, click Search.

The search results page appears, listing the names of all users that match your search criteria. You may also see additional information such as Login Name and Company, depending on where your search was initiated from.

To select people

1. Click the checkbox to the left of the person you want to select.
2. Click Done.