Senpiper
  • Introduction to Senpiper One Resource
  • Getting started
    • Overview
    • Log in to the platform
    • Web workspace
    • Mobile Applications
    • White-labeled Apps and custom domains
  • Groups/Applications
    • Groups Overview
    • How to create groups?
    • Open vs Closed groups
    • Managing group members
      • Types of group members
      • Manual Group member management
        • Adding users individually
        • Adding users in bulk
        • Removing users
      • Automated user management
        • How to define criteria for adding users?
        • How to auto-remove users?
        • User Removal Alerts and Task Delegation
    • Group Details on web
      • Form Table View
      • Kanban View
      • Group chats
      • Pending task (assigned to you)
        • How to access the tasks assigned to you?
        • How to take actions on the tasks assigned to you?
        • How to toggle between different views?
    • Group Details on Mobile Apps
      • Managing Group Views
      • Group Chat Features
      • Form Submissions
        • Form card settings
      • Media Directory
        • How to create Media folder ?
        • How to upload media ?
        • How to delete Media ?
      • Pending Tasks
      • Group Settings
  • Media folders
    • Overview
    • How to access the Media Folders?
    • How to create media folders?
    • How to upload media files in folders?
    • How to delete media folders and files?
  • Scheduler
    • Overview
  • HOW TO CREATE APPLICATIONS
    • Overview
    • Tools to create an application
  • USER MANAGEMENT
    • Introduction
    • Managing users
      • User lists
        • How to create user lists?
        • How to create users?
        • How to add custom user list parameters?
      • How to add users to a user list?
        • Adding multiple users to a user list
      • More actions
        • Viewing users
        • Searching users
        • Downloading user lists
        • Delegating tasks
        • Viewing the change log of a user profile
        • Editing users
        • Deleting users
        • Blocking users
        • Unblocking users
        • Unlocking user
        • Granting permissions to users
    • Managing custom roles
      • Creating roles
      • Assigning custom roles to users
      • Removing custom roles from users
      • Granting permissions to roles
    • Roles and Users for the Reimbursement Use Case
  • FORM BUILDER
    • Introduction
    • How to create forms?
      • Basic details
      • Adding fields and saving a form
        • Types of fields
        • Default field settings
        • Individual field settings
        • Creating master records
        • Language settings for fields
      • Additional form settings
        • Conditions
          • Manage field settings
          • Copy field values
          • Conditional values of fields
            • Master Mapping
          • Validate field values
          • Calculate field values
          • Validate location
          • Face Matching
          • Append values to a field
        • Submit button settings
        • Configure pre loader
        • Configure post loader
        • Set form card layout
        • Set form table properties
    • Advanced concepts
      • Parent-child form settings
      • Using report data in forms
    • Editing forms
    • Deleting forms
    • More form options
  • WORKFLOW BUILDER
    • Introduction
      • Overview
      • Navigating workflow builder
      • How to add a new workflow?
      • How to view draft workflows?
    • Defining workflows
      • Define conditions for a workflow step
      • Define Workflow Actions
        • Configuring communication settings
        • Configuring a conditional assignee
        • Selecting an assignment strategy
      • Define workflow Step
        • Updating the status for a step of the workflow
        • Configuring button settings for a step of the workflow
          • Basic details
          • Form edit settings
          • Assignment settings
          • Comment log settings
          • Auto trigger settings
          • Time settings
      • Ending workflow
    • Editing workflows
    • Deleting workflows
    • Designing the reimbursement workflow (Path 1)
    • Designing the reimbursement workflow (Path 2)
  • ALARM BUILDER
    • Introduction
    • Alerts for form submission
      • Add New Alarm
        • Configuring the basic details
        • Defining the communication type
          • Send an Email
          • Send an SMS
          • Send an App Notification
        • Setting up the schedule for alerts
      • Viewing alarm event details
      • Editing an existing alarm
      • Deleting an existing alarm
    • Alarms for Custom Data Exports
      • Add a new alarm
        • Configuring Basic Details
        • Configure Content
        • Define Schedule
      • View Alarm event details
      • Clone a Alarm
  • General System Settings
    • Introduction
    • Authentication settings
      • Login option Preferences
      • Password settings
      • Custom URLs
    • Organization Branding
    • Custom Settings
    • Enable Sign-Up
      • Build a Sign-up form
      • Settings for Sign-up form
      • Customize Sign-up form
  • DIGITIZE A SAMPLE PROCESS
    • Overview of the process
    • Step 1: Register a company
    • Step 2: Create a group/Application
    • Step 3 : Design forms
    • Step 3: Create Process flow
    • Step 4 : Set up the communication
    • Testing the platform
  • Process migration
    • Introduction
  • Different types
  • Steps for migrating any process
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  1. USER MANAGEMENT
  2. Managing users
  3. More actions

Searching users

PreviousViewing usersNextDownloading user lists

Last updated 2 years ago

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Quick search

This feature allows you to search a user based on their specific parameter.

To quick search for a specific user,

1. From the Studio dropdown list in the menu bar, click Manage users. The User Lists screen is displayed.

2. From User Lists, select the user list name from which you want to search for the user.

3. In the parameter dropdown, select the parameter by which you want to search the user.

Let's say we want to search for the user by their email address. So we will select Email as the search parameter.

The user with the entered value for the parameter is displayed in the user list.

Search using filter

This feature allows you to search for users based on a condition.

To search users based on a condition,

1. From the Studio dropdown list in the menu bar, click Manage users. The User Lists screen is displayed.

2. From User Lists, select the user list name from which you want to search for the user.

4. To select the parameter(s) based on which you want to add a condition, click Select Fields. The list of parameters is displayed.

5. From the list of parameters, select one or more parameters based on which you want to add a

condition and then, at the bottom of the parameter list, click Apply.

Let's say we want to add a condition based on 1 parameter, Name to search the user. Thus we have selected Name from the list of parameters as shown in the above image.

The selected parameter are displayed on the Choose Filter screen.

6. For a given parameter, click Select operator and value and then click Select operator.

Let's say for the Name parameter, we select the operator CONTAINS. On selection of the operator, a text field is displayed.

7. In the text field, enter the value that the parameter in the user list is to be compared with and then at the bottom right of the Choose Filter screen, click Apply.

Let's say we enter the value as 'a' as given below.

The user(s) that satisfy the conditions added for the parameters are displayed in the user list.

4. In the Search field, enter the value of the parameter selected in step 3 and then click . Since we selected email as the parameter, we will enter the email address of the user in the Search field.

3. To insert a condition to search the user, on the top right of the screen, click . The Choose Filter screen is displayed.

Search Users by email
Filter option
Filter Users
Filtered Users