Defining login name and email formulas

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

$FName.$LName@replicon.com

John.Smith@replicon.com

$FInitialUpper$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: $FNameLower.$LNameLower@yourcompany.com

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:

  1. Go to Administration > Employees and Organiza­tion > User Settings.
  2. 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.