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Finance | Project Operations, Human Resources, ...
Answered

Set Workflow Options for all users

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Posted on by

Hi,

How can I edit these preferences for all users?

pastedimage1597060563509v1.png

Is there a way to edit this for all users, instead of having to edit each one at a time?

Thanks in advance.

Best regards,

Ana Alves

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    306,900 Super User 2026 Season 2 on at

    Hi Ana,

    You can use the 'Open in Excel' (UserInformation) to edit data for all users. When Excel is opened, you can design the connector and add the fields. reload the data, then change the values and publish.

  • Community Member Profile Picture
    on at

    Hi André,

    Thanks for your reply.

    I'm trying to add the field:

    pastedimage1597097952933v1.png

    When I double-click the field, I get this error:

    pastedimage1597097975823v2.png

    Am I missing something?

    Thanks in advance.

    Best regards,

    Ana Alves.

  • André Arnaud de Calavon Profile Picture
    306,900 Super User 2026 Season 2 on at

    Hi Ana,

    I don't have this error. What security role(s) do you have assigned? I do assume you are using Office 2016, 2019 or Office 365?

    If you don't have the system administrator role, try if someone with this role is able to add the fields.

  • Mukharjee Profile Picture
    65 on at

    it is possible to do via the export/import option. please export the entity "User information". Maintain for one employee from the front end, and once exported, please check that particular employee record and adopt for the remaining records and then import.

  • Community Member Profile Picture
    on at

    Hi André,

    It's working now. The problem was that I had to edit the data source:

    pastedimage1597133609286v1.png

    And this is what I was (wrongly) doing:

    pastedimage1597133756055v2.png

    Thanks.

    Best regards,

    Ana Alves

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