Defining login name and email formulas
Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Defining login name and email formulas in the Polaris help.
You can set up formulas that allow Replicon to automatically generate each user's login name and email address based on their first and last names. This can help save time and prevent errors when setting up users. Formulas apply to all new users you add.
Writing formulas
Login name and email formulas are comprised of one or more tags that define:
- What elements of a user’s name should be used in their login name or email address (first or last name, or initials)
- Whether those elements should appear in upper or lower case
Optionally, formulas can include:
- Symbols and punctuation (such as @ or .)
- Additional text, such as your organization’s domain name
For example, for a user named John Smith:
|
This formula… |
Would generate this login name or email address… |
|---|---|
|
$FInitialLower$LNameLower |
jsmith |
|
$FInitialUpper$LNameUpper |
JSMITH |
Allowed formula tags
Formulas may include the tags outlined in the table below.
|
Tag |
Represents |
|---|---|
|
$FName |
First name using the same case structure as entered in the First Name field |
|
$FNameLower |
First name in lower case |
|
$FNameUpper |
First name in upper case |
|
$FInitial |
Initial of first name using the same case structure as entered in the First Name field |
|
$FInitialLower |
Initial of first name in lower case |
|
$FInitialUpper |
Initial of first name in upper case |
|
$LName |
Last name using the same case structure as entered in the Last Name field |
|
$LNameLower |
Last name in lower case |
|
$LNameUpper |
Last name in upper case |
|
$LInitial |
Initial of last name using the same case structure as entered in the Last Name field |
|
$LInitialLower |
Initial of last name in lower case |
|
$LInitialUpper |
Initial of last name in upper case |
Updating formulas
The following default formulas are pre-defined in Replicon.
- Login name: $FNameLower.$LNameLower
- Email address: [email protected]
You can update these to match your desired formats and, in the case of the email formula, to include your organization’s domain name.
To update formulas:
- Go to Administration > Employees and Organization > User Settings.
- In the New User Defaults section, update the formulas that display in the Login Name Formula and Email Formula fields.
FAQs
Can we still edit login names and emails if we use a formula?
You can modify login names and emails after they are generated in user profiles. Typically, however, you shouldn’t need to change them.
Related links
Adding users and assigning them user profile settings
About the user profile fields
Using single sign-on with Replicon
Setting up your multi-factor (2-step) authentication method
Using data import to mass add, update, and delete data
