Circulation > Copy User Wizard > Copy User Wizard Properties

Copy User Wizard Properties

You can change certain system settings for the Copy User wizard using the Set Properties window. The Copy User wizard allows you to set the following properties.

Display Property Page

You can choose when to display the Copy User wizard’s Set Properties window by selecting one of the following options.

Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client.
Never – Does not display the Set Properties window the first time you access the wizard. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu.

Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.

Behavior

Auto–generated User ID – Select this check box to generate a user ID automatically when copying a user.

Clone User Extended Info – Select this check box to copy notes, comments, and other extended information from an existing user record to create a new user record. By default, this check box is selected.

Show Usergroups Tab – Select this check box to add a user to a new group, add a user to an existing group or modify the responsibility policy and responsibility levels of an existing group member. Go to User Groups Tab for more information.

At End of Wizard

Under At End of Wizard, select one of the following options.

Show Checked Buttons specifies which command buttons display as choices for the wizard’s final step. Under Show, the following options are available. By default, all check boxes are selected.
Clone/Copy This User to Another returns to the Clone/Copy User window.
Make More Changes returns to the Clone/Copy User window to make more changes to the new user record that was just created.
Close exits the wizard.
Perform Selected Action specifies which action will be automatically performed as the wizard’s final step. Under Perform, select one of the following options to be performed automatically as the wizard’s final step.
Register Another User returns to the Clone/Copy User window.
Close exits the wizard.

Defaults

Focus On — Click either First Name or Last Name, and the cursor will focus on this field when you open this wizard. Last Name is the default.

Helpers

On the Helpers tab, you can select the helpers you want to display in the Copy User wizard. Click a specific Helper button to display the Helper properties that you can set.

Select the Start with Search Helper check box to automatically open the User Search helper as the first step in this wizard. By default, this helper is turned off.

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