How do I build a complex User creation workflow?

Hello Tadabase Users! Today, we have an exciting video for you on how to create a complex user creation workflow using Tadabase. The goal of this video is to showcase how you can build this specific functionality using our platform.

To achieve this goal, we will be utilizing various features and tools within Tadabase. Some of the key features we will be using include submit rules, redirects, pipes, email notifications, and user rules. These features will allow us to create a seamless and efficient user creation workflow.

Now, let's dive into the general instructions for achieving this goal. First, we will start by adding three things to our user's table. We will add an additional role called "needs password reset" which will be used to redirect users and hide certain elements using display rules. We will also add two additional text fields, one to hold a temporary password and another to hold the ID of an initially selected role when creating a user.

Next, we will utilize the page builder to create a form for adding a new user. Upon creating a user record, we will implement two rules. The first rule will be used to send an email notification to the user with their login credentials and instructions to change their password. The second rule will redirect the user to their profile page and prompt them to change their password.

To achieve this, we will use pipes to dynamically insert record values into the email notification. For example, we can personalize the email by including the user's username (which will be their email) and the temporary password.

Once the user changes their password, they will be redirected to another page where they can continue using the application as the user that was created for them.

Although this workflow may seem simple on the front end, there are many steps involved in setting it up. However, with Tadabase, you can easily navigate through these steps and create a seamless user creation workflow.

To get started, head over to the builder and follow along with the video tutorial. Our host will guide you through each step, providing explanations and demonstrations along the way. Even if you're new to Tadabase or have limited experience, don't worry! Our host will simplify the process and make it easy for you to understand and implement.

So, if you're looking to create a complex user creation workflow, this video is perfect for you. Follow along with our host as he demonstrates how to utilize Tadabase's features to build this functionality. By the end of the video, you'll have a comprehensive understanding of how to create a seamless user creation workflow using Tadabase.

We hope you find this video helpful and informative. Remember, if you have any questions or need further assistance, our support team is always here to help. Happy building!

Features Discussed:

1. Pipes (Time: 4:33)
   Learn how to use pipes to connect and automate external services with your application.
2. Tadabase Text Utilities (Time: 4:35)
   Learn the text utilities available in Tadabase for manipulating and formatting text.
3. Record Rules (Time: 7:10)
   Learn how to set up rules to automate actions when records are created, updated, or deleted.
4. Email Notifications (Time: 7:57)
   Learn how to configure automated email notifications based on user interactions or data changes.
5. Tadabase Rest API (Time: 11:52)
   Learn how to interact with the REST API to perform various actions programmatically.
6. Global Parameters (Time: 14:24)
   Learn the use of global parameters for consistent data usage across different parts of your application.
7. Filter by a Single Field (Time: 17:00)
   Learn how to apply filters based on a single field to refine data displays.
8. Display Rules (Time: 29:40)
   Learn how to set up display rules to dynamically show or hide elements based on specific conditions.

 

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Transcript Summary

Introduction

What's going on, everybody? Welcome back to Build It with Tim, where I take your suggestions to build cool stuff in Tadabase. I'm going to try to build it live and on the fly just for you.

Overview

This week, we're building a pretty complex user creation workflow. Here's what we'll cover:

• Pipes
• Email notifications
• Redirects
• Rules
• User roles

The goal is to build this workflow from the perspective of an administrator creating users for your application. This workflow will:

1. Auto-generate a password.
2. Email the new user their login credentials.
3. Redirect the user to their profile page upon login.
4. Force the user to reset their password.
5. Allow the user to continue using the application.

I'll show you the finished application first, and then we'll build it together.

Finished Workflow Demonstration

In the finished workflow, we have a table and form to add a new user. I'll demonstrate by adding myself:

• Enter name and email
• Select user role
• Save record

This process:

• Changes their role
• Generates a temporary password
• Sends an email with login credentials

When the user logs in:

• They are redirected to their profile page
• They are forced to reset their password
• Once they reset their password, they can continue using the application

Building the Workflow

Setting Up the Users Table

1. Start with the default users table.
2. Add a field to hold the temporary password.

Installing the Pipe for Password Generation

1. Use the Tadabase Text Utilities pipe.
2. Configure the passphrase generator to create a random password.

Creating the User Form

1. Create a page with a table component for organization users.
2. Add a form for the administrator to create new users.
3. Include fields for name, email, and role.
4. Set up form rules to:

• Trigger the pipe to generate a password.
• Save the password to both the real password field and the temporary password field.
• Send an email to the new user with their login credentials.

Handling Roles and Status

1. Add a new role called "Needs Password Reset."
2. Set the user's role to this new role upon creation.
3. Ensure the user's status is set to active.

Creating the Login Redirect

1. Set up a login redirect rule to direct users with the "Needs Password Reset" role to their profile page.

Forcing Password Reset

1. Customize the profile page to include:

• A field for updating the password.
• An HTML message instructing the user to change their password.

1. Use display rules to:

• Hide unnecessary fields.
• Show the password reset message only when the user's role is "Needs Password Reset."

Resetting the Role After Password Change

1. Use the Tadabase REST API to update the user's role back to their original role after they change their password.

Testing the Workflow

1. Create a new user and check the email for login credentials.
2. Log in with the temporary password.
3. Ensure the user is redirected to their profile page and forced to reset their password.
4. Verify the user's role is updated correctly after the password change.

I think that's it for this week's episode of Build It with Tim. This was a complex workflow, but it was a great suggestion. If you have any questions, please leave a comment, and I'll be happy to