User Details/Update Form

3 minutes to read

A User Details/Update Form displays a directory user’s profile and status. App users can update profile fields, assign roles, and perform actions such as suspending the user’s access, unlocking their account, or resetting two-factor authentication.

It lets you build user administration into your app, rather than managing directory users from your Caspio account.

Steps to create a User Details/Update Form

In the upper panel, select the Add elements button.
Select User Details/Update Form under the user management section.
Select the directory the users are in.
From the Available fields panel, select the profile fields you want to use in your form and drag them to the Selected fields section. To add all available fields, select Select all.
Select Next.
Optional: Configure sections in which you want to display groups of fields:
1. In the Elements panel, select Add > Section and select the new section.
2. On the General tab, enter the section heading and description to display on the form.
3. On the Layout tab, select the number of columns in which you want to display the fields. The columns are of equal width.
4. For each section that you want to display, repeat steps a through c.
5. Rearrange the order of sections using drag-and-drop.
In the Elements panel, select Roles and choose which roles in the application can be granted to users:
1. Set Form element to control how roles are presented. Select Multiselect dropdown to let app users assign roles, or Display only to show a user’s roles without allowing changes.
2. On the Roles tab, select a Role, then enter the Display name shown to app users in place of the role name.
3. Select the plus icon to add another role, or the remove icon to take one off the list. Only the roles listed here can be assigned through this form.
In the General and Appearance tabs, configure additional settings. The options available depend on the selected form element.
Select Save.

Manage user status

In Header controls under Interactive controls, you can enable the built-in actions to allow app users to manage the user’s status:

Activate — activates the user’s account
Suspend — blocks the user from signing in
Unsuspend — restores the user’s access after a suspension
Unlock — unlocks the user’s account after a lockout
Reset 2FA — clears the user’s two-factor authentication setup so they can enroll again

Custom actions are also added under Header controls.

Manage form actions

In Footer controls under Interactive controls, you can enable form actions to match your workflow:

Update — saves changes made to the form
Delete — removes the user from the directory

Only the controls you turn on appear to app users. To build a read-only view of the user’s profile, leave every control off in both groups.