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New Feature
3 weeks ago

New: Extended Person Fields

We’ve enhanced the Person record with new fields to better support institutional needs. You can now manage richer user metadata and use it in forms, workflows, and document metadata.

We’ve also introduced User Attributes, a new General App Data Type available in next-generation products (Academic Ops, Ready, and Research). These standardized user fields can be extended during implementation to capture institution-specific information.


What’s Changing

New Fields on the Person Record

All customers will see the following new fields added to the Person document (found in People & Groups via the Suite Menu):

  • Prefix
  • Suffix
  • Title
  • Phone Number
  • Office Address
  • Alternate ID – Used when integrating with a system that does not rely on your institution’s SSO

In addition, School ID has been renamed to Institutional ID to better reflect the range of organizations we support - please note, the field name in the API has not changed so it won't affect any user feeds.  

System administrators can populate these fields directly on user records, and all fields are available through the User API.

Person Details


Introducing User Attributes

For our next generation products (Academic Ops, Ready, and Research) we’ve also added a new General App Data Type called User Attributes.

Products can include a published User Attributes dataset that:

  • Provides standardized user metadata for use across the product
  • Supports institution-specific user information
  • Can be extended or modified during implementation

If your product includes a User Attributes dataset, you’ll see an additional section in Person Details showing the configured fields for each user. These fields can also be populated via the Person API.


Enhanced Person Typeahead Gadget

When adding a Person Typeahead gadget to a form, you’ll now be prompted to choose which metadata fields to pull into the form—similar to the Dataset Typeahead experience.

Person Data Source - Edit Available Data

You can:

  • Select available metadata fields
  • Add them as data-linked gadgets
  • Use them in workflows and read-only displays

This gives you more control over how user information appears and functions within your forms.


Using Extended Person Fields with Form Metadata

Form admins can also now pull additional person fields for the below metadata fields for a given form - which can be used to support Workflow routing, Integrations, Read Only gadgets:

  • Creator
  • Submitter
  • Last Modified By

You'll need to enable the 'Access additional user metadata' option in Form Settings and you can then use the 'Edit Available Data' to configure the specific person fields you want to utilize. 

Form Settings - Access additional user metadata' config