User Model

The User model editor shows a list of existing User models, which can then be modified or deleted as required. By default, the list of models is displayed in the order of last modified and as a textual table of model details. It is possible to switch the view to a different sort order or as a graphical gallery of cards.

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The model list enables the following actions:

The following sections describe each feature in more detail.

Creating a New User Model

Click the button labeled Create, a dialog appears into which you enter basic information:

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  • The display name of the user model.

  • The user model’s unique key.

  • An optional description of the user model.

By clicking Create new model, a new user model is created, and you are redirected to the edit view of the user model where you can make further configuration changes. See User Model Editor for more information.

User Model Details

There, you see the name, description, version, creator and the modification date of the model as well as the current values of the properties that are used to define the action.

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If you want to see an older version of your model, press on the History button and choose the version you are interested in viewing.

On the top-right, there are these icons:

140 icon edit model

Edits the name, description and key of the model.

140 icon duplicate model

Duplicates the model.

140 icon delete model

Deletes the model.

140 icon download model

Downloads the model as a file.

820 icon model editor

Opens the editor of the model which allows you to modify the content of the model.

User Model Editor

The User Model Editor is a set of properties that define the model.

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Property Function

Initial state

A custom value for a state, if any.

Initial sub-state

A custom value for a sub-state, if any.

Initial user type

The initial type for the user, for example, default, external, bot.

Initial user sub-type

A custom sub-type, if any.


The name of the icon to use.

Forms Action

The action that uses the selected form, for example, init, view, edit.

Member groups

A list of groups the user is made a member of.

Lookup groups

A list of groups that can be seen by this user.

Dynamic lookup variable

The variable name that contains the user who can be seen by this user.

Allowed features

A list of application features for the user.

Action permissions Action

The action for the selected permissions, for example, create, edit.

Action permissions Permissions

A list of groups who can see this action.

Action handlers Action

The action for the selected handler, for example, create.

Action handlers Key

A process or case definition key.

Action handlers Type

Set to either process or case, as appropriate.

Initial values Variable

The variable name.

Initial values Value

The initial variable value.

REST accessible variables Name

Either create, edit or all.

REST accessible variables Values

A list of names of accessible variables.

Conversation filters

The filters available in conversations, for example, all, internal, external.

Contact filters

The filters available in contacts, for example, all, internal, external.