Member Role Attribute
- Seth Petry-Johnson
Similar to Member Attribute, but tracks a relationship to a specific Member Role rather than to a specific Member.
Introduced in 10.6.0.
Overview
It is often useful to associate a Workflow with a person. For instance, consider the following business rules:
Each approved Course must be affiliated with an approved Instructor
An accredited Waste Management facility must have a licensed Building Manager on staff
A real estate agency must designate a primary broker
In all of these cases, a need exists to link a Workflow (such as a Course or Application) not just to a specific person, but to a specific role held by that person. For instance, a course cannot be taught by just anyone, it must be taught by someone that holds an active “Instructor” role.
This attribute provides that link, associating a Workflow Instance to a specific Member Role.
This is very similar to Member Attribute, except that the “Member” associates a Workflow Instance to a Member, rather than a specific Member Role owned by that Member.
In fact, many legacy use cases implemented using “Member” could probably be implemented using “Member Role” instead. See the “Member Attribute” docs for more information.
Usage and Appearance
Configuration
The “Member Role” Attribute accepts these configuration settings:
Setting | Purpose / Notes |
|---|---|
Member Role / Role Status | Only Multiple Roles can be selected only if they share the same Grant Role Workflow and Status list. Changing this setting after data has been collected will trigger the “When designated Member Role becomes ineligible” setting for any existing attributes where the target |
Filter By | By default, users will be able to select any In some advanced cases, it is necessary to further restrict the list of selectable See “Filtering Member Role Attribute by a custom procedure” for more details. |
Execute an Action when relationship is created/broken | Executes an Action against the selected Member Role’s Grant Role Workflow, when a new See “Triggering Workflow Actions when a Member Role Attribute is modified” for more details |
When designated Member Role becomes ineligible | Executes a Data Import Action when the The specified Action is triggered against this |
When designated Member Role becomes eligible | Executes a Data Import Action when the The specified Action is triggered against this |
Input mode
In input mode, this renders a textbox with autocomplete functionality. Only those Member Roles matching the specified configuration settings are selectable.
Read-only mode
In readonly mode, the selected Member Role (member name, Role name, and Unique Id) are displayed as readonly text.
Advanced use cases
Technical details
Data Storage
The MemberRoleId of the selected Member Role is stored in the ITEM_ATTRIBUTE_VALUE table.