Summary

Allows a Grant Role or Edit Role Workflow to modify properties of the owning Member, via the Workflow Engine.

Overview

A Member's demographic record often needs to be controlled, such that a practitioner's name or profile image can only be changed through a formally reviewed process.

The "Update Owner Profile" Behavior supports this by providing a way to update the Member record as part of a Grant Role or Edit Role Workflow.

To configure this sort of scenario:

Add one or more custom Attributes to the Workflow, such as "New First Name"
Configure the validation process that you require
After validation is performed and the change is approved, add the "Update Owner Profile" Behavior and specify which attributes of the Member should be updated from which attributes of the Member Role (e.g. "New First Name" → "First Name")

Updating the "Status" field

LearningBuilder 10.4.0 added the ability to modify the Status field via this Behavior.

The incoming value must be one of these:

"Active"
"Inactive"
"Password Reset"
"New Account"
"Pending Registration"

Attempting to set any other value into the Status field will cause an error to occur.

Updating the "Prefix" field

"Prefix" is a database-only field that does not exist anywhere in the UI. If a prefix on a profile needs to be set, use the "Title" field to set that information.

Requirements

Any modern version of LearningBuilder

Use Cases

"Name Change" workflow
Profile image upload

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