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Configuring People Descriptives

To create a new descriptive for this Module/Instance, select “New Descriptive”. You can either add an existing descriptive (exists at the organization level) or create a new one. There is no limit on the number of descriptives you can add; it’s best to start with pieces of information your organization is already tracking. 

  • Select Pre-existing Variable … Select a descriptive from the drop down list.
  • Add New Variable … If adding a new descriptive, type in the name of the descriptive (e.g. Age).
  • (Optional) Description … provide additional information about the descriptive.

 

Variable Settings

  • Format … Select text, numeric, date, date/time, or time.
  • Profile quick-edit for the following roles … Select one or more Role(s) to enable them to edit this field on profiles. If none are selected, the field can be displayed, but it will not function as a quick edit field.
  • Include this variable in summaries … This will make the variable available for the Homepage ‘Show Information’ list, as a column on the People page, and for Roster reports & exports. (Default is off. Limiting the number of variables with this property enabled will improve performance on the home page and people page.)
  • Include this variable for in-processing … Check to display this as a field during the new user creation wizard.
  • Allow users to edit their own values … Default is off.
      • Syncing Options … The next stage in improving data management in GS. GideonSoft’s flexibility can also make data handling tricky for different use cases.builds upon global profile. Make a change in the persistent module field, it will synchronize with the global field. Instance level descriptives in variable manager, autofill most recent value or link to the global profile field. This confirms you know where and when data gets back in sync. A confirmation results popup helps ensure your understanding, and helps keep the data valid and up to date. Options include:
    • None
      • AutoFill Most Recent Value … If selected, you can also choose ‘Auto-fill most recent values after saving’. If the variable has the same level of encryption, values will import/save immediately.
      • Link to Global Profile Field … Select which variable to sync with. After saving this variable, any matching global profile values will be automatically synchronized.
  • Auto-fill most recent values on import … When a new Instance is created, the most recent values stored for this descriptive will automatically be imported and saved for the people in that instance.

 

Additional Format Options

These depend upon the format selected above. There are similarities, but each format has unique settings.

 

  • Text Options
      • Style … Single Line (short) or Multi-Line (long)
      • Validation Type … None, Email, Phone, Zip code or URL
      • Show Picklist? … Enter items separated by commas, semi-colons or line breaks. This appears on the user’s profile in the Instance Data section.
      • Limit Value Length?  … Enter the maximum length allowed.
  • Number Field Options
      • Show Picklist? … Enter items separated by commas, semi-colons or line breaks. This appears on the user’s profile in the Instance Data section.
      • Decimal places  … Enter/set a number.
      • Minimum value … Sets a lower boundary value.
      • Maximum value … Set a maximum boundary value.
  • Date Field Options
    • Date values … Select ‘Any Date’, ‘Future Dates’ or ‘Past Dates’.

 

Click Add (or Save if editing).

 

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Version(s): GideonSoft 2026 Release 1 and later