Requestor Field: Lookup and Search Fields

Tags kcs

Question

  • What fields does the Requestor field search when looking somebody up?
  • What data on a person record is searched in the Requestor field on a ticket to find a user?

Environment

  • Global Admins: Global TDAdmin access, to configure global security role settings for
    • Clients & Technicians:
      • Which user records are visible in the client portal (View People from All Accts/Depts)
      • Whether users can edit their own profiles (Allow User to Edit Their Profile)
    • Technicians Only:
      • Person record editing permissions (Create and modify individuals in the People database)
      • People Import permissions (The user will be able to bulk-import people) 
  • Technicians: TDNext and Ticketing Application access
  • Clients: Client Portal access

Answer

When typing in the lookahead or lookup field for a Requestor, the following fields from their user record are searched:

  • First Name
  • Last Name
  • Username
  • Organizational ID
  • Alternate ID
  • Organization
  • Title
  • Primary Email

In TDNext, technicians can also click the magnifying glass Lookup Requestor button on the right side of the field and filter by Account/Department, Employee/Non Employee, and Active/Inactive people records.

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