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Variables

Enabling the template to search for users

When enabled in the template, it is possible for users to search for Contract Express users and import those users directly into the questionnaire. This can be done by setting the Mask for a variable to
searchuser
.
We can import a user's:
  1. Contract Express ID by creating a variable with the suffix "
    ...:id
    "
  2. Contract Express display name by creating a variable with the suffix "
    ...:name
     "
  3. Contract Express email address by creating a variable with the suffix "
    ...:email
     "
Let's say that we want users to be able to add 2 signatories to the questionnaire by searching for Contract Express users, and we want to import the ID, name and email of each user. We will have to create the following:
  1. A single text field called "Signatory1:id" to capture the user's Contract Express ID
  2. A single text field called "Signatory1:name" to capture the user's Contract Express display name
  3. A single text field called "Signatory1:email" to capture the user's email address in Contract Express
  4. A single text field called "Signatory2:id" to capture the user's Contract Express ID
  5. A single text field called "Signatory2:name" to capture the user's Contract Express display name
  6. A single text field called "Signatory2:email" to capture the user's email address in Contract Express
We will then open the
Signatory1:id
 variable in the dictionary editor and under the constraints tab, select
searchuser
 from the Mask dropdown list. Doing this will display an option in the questionnaire that allows the user to search for users.
Constraints tab displaying available variables.
We will add the
searchuser
 Mask to the
Signatory:2id
 variable as well.
When the template is launched, the user will see an option to search for Contract Express users.

This article applies to:

  • Product: Contract Express