Working with the Select Principals and Select Users Dialog Boxes
Depending on where you are working, you use the Select Principals or Select Users dialog boxes to assign or delegate a task, accept a task for another user, or subscribe to a task notification. These dialog boxes have a standard set of controls for finding the users, groups, and roles with which you want to work.
Depending on the area in which you are working, you can select from users, groups, and roles, for example, when assigning a task or subscribing to a task notification on the Task List Management page. In other cases, such as delegating a task or assigning a collaboration task, the Select Users dialog box appears and you can only select from users (groups and roles are not available).
Regardless of which dialog box is in use, you have two methods of creating a filter for displaying principals or users in the Available list:
Keyword. This tab enables you to search by typing text keywords; matching entries for existing users (or groups and roles, depending on the selected options) appear in the
Available list when you click
Search. A
Save button enables you to save the search for future use from the
Saved tab. The following behavior applies to text in the
Keywords field:
For internal directories - The search matches only principal names that contain the keyword text. For example,
nor will match norbert and norman. Wildcards and multiple words are not supported.
For LDAP directories - The search matches principal names that contain the keyword text. Wildcard (*) characters are allowed inside the keyword. For example,
nor will match norbert and norman,
t*m will match tim and tom. Multiple words are not supported.
For DB directories - Behavior varies depending on the SQL implementation.
Advanced. This tab enables you to construct advanced filter conditions for locating principals and users by specifying one or more field name = value pairs; additional pairs can be added or removed by clicking
. Matching entries for existing users (or groups and roles, depending on the selected options) appear in the
Available list when you click
Search. A
Save button enables you to save the search for future use from the
Saved tab. You can select the field to match from a drop‑down list; the available fields include:
E-mail address
First name
Last name
Name
Various user preferences
Many user profile values, including address, phone number, area code, country code, postal code, state/province, and title.