Creating a New User Creation Flow

Please note: This content is intended for Practifi System Administrators and is technical in nature. The steps described in this article may not be completed without System Administrator permissions.

Overview

This flow lets a Practifi System Administrator create a Standard user in your Practifi organization by clicking New User and completing a guided setup process, so each new user is provisioned with the correct profile, permissions, and package access from the start. This article outlines the steps to create this flow and the New User button within your organization. These steps are highly technical in nature. If you have any questions or concerns about implementing this flow in your organization, please get in touch with Practifi Support or your firm's CSM for assistance. 

• Create the New User Creation Flow
  • Access Flow Builder
  • Select Flow Type
  • Add Get Records Elements
    • Get Division Data
    • Get Practifi Profiles
    • Get Practifi Package
    • Get Permission Set Groups
  • Add Screen Elements
    • User Creation Wizard Screen
    • User Details Screen
  • Assign Values to User Record
    • First Name Variable Value
    • Last Name Variable Value
    • Email Variable Value
    • Username Variable Value
    • Time Zone Variable Value
    • Active Checkbox Variable Value
    • Locale Variable Value
    • Alias Variable Value
    • Profile ID Variable Value
    • Email Encoding Variable Value
    • Language Variable Value
  • Create Records Elements
    • Create New User
    • Create Division Member Record
  • Add a Success Screen
  • Create Records Elements
    • Create Package
    • Create Permission Set
  • Create Fault Screens
    • New User Fault Screen
    • Create Package Fault Screen
  • Saving the Flow
• Create the New User Button
  • Locate the Flow's API Name
  • Create a New Component
  • Add JSON Code
  • Edit JSON Code
  • Add Component to the Page Layout

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Create the New User Creation Flow

Access Flow Builder

To create the New User Creation flow, you will be working in Flow Builder. To access Flow Builder:

1. Navigate to Salesforce Setup by clicking the cog icon in the upper right-hand corner and then selecting Setup from the drop-down menu.
   
   
    
2. Use the Quick Find search bar on the left-hand side to search for Flows and select the Flows option under the Process Automation header. 
   
   
    
3. Click the New Flow button in the upper right-hand corner. A new window will open in your browser. 
   
   
    

Select Flow Type

1. In the new Flow Builder window in your browser, you will be asked how you would like to start building your flow. The Start From Scratch option is highlighted by default. Leave this option selected and click Next to proceed. 
   
   
    
2. Select the Screen Flow option, if not already selected by default, and then click Create to proceed with the flow creation process. 
   
   

 

Add Get Records Elements

In the New User Creation flow, you will need to add multiple Get Records elements. These elements get information from within your organization to create the user and provide them with the correct profile, permission sets, and packages needed to access your Practifi instance successfully.

Steps for each Get Records element are provided in individual sections below, which are collapsible for ease of viewing. Select each collapsed section to expand it and display the steps. 

Get Division Data

Get Division Data Get Records Element

This Get Records element looks for the Division data within your firm so that it can be assigned to the user later in the flow.

1. To add an element to your flow, click the + icon below the Start icon.
   
   
    
2. In the drop-down menu that opens, scroll down to locate the Data header and select the Get Records option. 
   
   
    
3. Type Get Division Data into the Label field. Then click into the API Name field to have the system auto-generate this information. 
   
   
    
4. In the Object field, begin typing Division. Locate and select the Division (practifi__Division__c) object from the drop-down menu. 
   
   
    
5. In the Filter Division Records section, click on Search fields... and type Id and select the Id (Record ID) field from the drop-down menu. 
   
   
    
6. Leave the Operator set to Equals.
7. Click into the Value field and select New Resource.
   
   
    
8. Select Variable as the Resource Type. 
   
   
    
9. Enter recordId in the API Name field.

   • Please note: For this resource to function properly, the API Name must be entered exactly as recordId. This field is case-sensitive.

     
     
      

10. Select Text from the drop-down menu for the Data Type field. 
    
    
     
11. Under Availability Outside the Flow, check the Available for input box. 
    
    
     

12. Click the Done button to finalize the creation of the new resource. Your condition requirements should look like the screenshot below. 
     

    

     

Get Practifi Profiles 

Get Practifi Profiles Get Records Element

This Get Records element retrieves the Standard User Practifi Profile data so it can be assigned to the user later in the flow.

1. Click the + icon below the Get Division Data Get Records element. 
   
   
    
2. In the drop-down menu that opens, scroll down to locate the Data header and select the Get Records option. 
   
   
    
3. Type Get Practifi Profiles into the Label field. Then click into the API Name field to have the system auto-generate this information. 
   
   
    
4. In the Object field, search for and select the Profile object from the drop-down menu. 
   
   
    
5. In the Filter Profile Records section, click on Search fields... and type Name and select the Id (Name) field. 
   
   
    
6. Leave the Operator set to Equals.
7. Type Practifi User - Salesforce Platform in the Value field. Your condition requirements should look like the screenshot below. 
   
   

Get Practifi Package

Get Practifi Package Get Records Element

This Get Records element will get information about the Practifi Package so that it can be assigned to the user later in the flow. This is essential for them to access your Practifi instance successfully.

1. Click the + icon below the Get Practifi Profiles Get Records element. 
   
   
    
2. In the drop-down menu that opens, scroll down to locate the Data header and select the Get Records option. 
   
   
    
3. Type Get Practifi Package into the Label field. Then click into the API Name field to have the system auto-generate this information. 
   
   
    
4. In the Object field, search for and select the Package License object from the drop-down menu. 
   
   
    
5. In the Filter Profile Records section, click on Search fields... and type NamespacePrefix and select the NamespacePrefix (NamespacePrefix) field. 
   
   
    
6. Leave the Operator set to Equals.
7. Type practifi in the Value field. This value is case-sensitive. Your condition requirements should look like the screenshot below. 
   
   

Get Permission, Set Groups

Get Permission Set Groups Get Records Element

This Get Records element retrieves information for the Standard User permission set group in your Practifi organization, which can be assigned later in the flow.

1. Click the + icon below the Get Practifi Package Get Records element. 
   
   
    
2. In the drop-down menu that opens, scroll down to locate the Data header and select the Get Records option. 
   
   
    
3. Type Get Permission Set Groups into the Label field. Then click into the API Name field to have the system auto-generate this information. 
   
   
    
4. In the Object field, search for and select the Permission Set Group object from the drop-down menu. 
   
   
    
5. In the Filter Profile Records section, click on Search fields... and type DeveloperName and select the DeveloperName (API Name) field. 
   
   
    
6. Leave the Operator set to Equals.
7. Type Standard_User in the Value field. Your condition requirements should look like the screenshot below. 
   
   

 

Add Screen Elements

In the New User Creation flow, you will need to create two Screen elements. These screens guide users through the creation process. First, you will create a User Creation Wizard screen that will be displayed to your firm's users before they enter information for the new user's profile. Then you will create a User Details screen where user information will be entered to create their profile. 

Steps for each Screen element are provided in individual collapsible sections below for ease of viewing. Select each collapsed section to expand it and display the steps. 

User Creation Wizard Screen

User Creation Wizard Screen Element

The next step in the flow is to create a screen for users to see before they enter information for the new user. In the following steps, you'll create a screen that guides you in gathering the necessary information before proceeding, reducing the likelihood of errors during user creation. To create this screen:

1. Click the + icon below the Get Permission Set Groups Get Records element. 
   
   
    
2. In the drop-down menu that opens, locate the Interaction header and select the Screen option. 
   
   
    
3. Use the Search components... search bar on the left-hand side to search for Display Text.
   
   
    
4. Drag and drop the Display Text component from that menu onto the screen in the center.
   
   
    
5. Enter an API Name for this Display Text component on the right-hand side. We recommend screenUserWizardIntro as an API name.

   • Please note: API names must be one word with no spaces. A best practice when creating API names is to capitalize the first letter of each word, except for the first word in the API name.

     
     
      

6. Enter any information that you would like to use to guide the user about the user creation process in the rich text box below the API Name. For example: 

   Create a New User

   This wizard will guide you through creating a new user under the {!Get_Division_Data.Name} division. If this is not their primary division, please exit out and launch the action from the correct division record page. Before proceeding, you should confirm: 

   • The new user's full name
   • The new user's email address (we will use this for their login credentials)
   • Their email matches their login credentials for 3rd Party Integration Platforms
   • The permissions/record access they will need

   Note: If you exit the flow before the final success screen, you may need to complete steps in Setup to finalize permission allocation and licensing. 

   
   
    

7. Click into the gray space of the screen to return to the Screen Properties menu. To remove the Header for this screen, click the Configure Header option on the right-hand side and then uncheck the Show Header box.
   
   
    
8. Type User Creation Wizard into the Label field. Then click into the API Name field to have the system auto-generate this information. 
   
   
    
9. Click Done to finalize the creation of this screen. Your flow should look like the screenshot below.
   
   

User Details Screen

Get User Details Screen Element

The next screen in this flow is where users will enter the new user's information. To create this screen: 

1. Click the + icon below the User Creation Wizard Screen element. 
   
   
    
2. In the drop-down menu that opens, locate the Interaction header and select the Screen option. 
   
   
    
3. Use the Search components... search bar on the left-hand side to search for Section. Sections allow you to add columns to a screen, so this component is helpful for organizing data.
   
   
    
4. Drag and drop the Section component from that menu onto the screen in the center.
   
   
    
5. Click the + Add Column button under the Configure Columns section on the right-hand side. 
   
   
    
6. Use the Search components... search bar on the left-hand side to search for Text, and drag and drop this component into both columns. 
   
   
    
7. Click on the Text component in the left column. Enter First Name in the Label field. Then click into the API Name field so that the system can auto-generate this value. 
   
   
    
8. Check the Require box. 
   
   
    
9. Click on the Text component in the right column. Enter Last Name in the Label field. Then click into the API Name field so that the system can auto-generate this value. 
   
   
    
10. Check the Require box. 
    
    
     
11. Use the Search components... search bar on the left-hand side to search for Email, and drag and drop this component below the name columns so that it is in its own section. 
    
    
     
12. In the Email component settings, enter newUserEmail in the API Name field.
    
    
     
13. Edit the Required field from {!$GlobalConstant.False} to {!$GlobalConstant.True}. This will set this field to be required.
    
    
     
14. Use the Search components... search bar on the left-hand side to search for Checkbox, and drag and drop this component below the Email field. 
    
    
     
15. Enter the Alternate Username Required in the Label field for the Checkbox component. Then click into the API Name field so that the system can auto-generate this value.

    • Please note: Salesforce will automatically use the user's email address as their username. In Salesforce, you must have a unique username across all organizations. This means that if the email entered for the new user in this flow has already been used in another Salesforce organization, the flow and user creation will fail. This checkbox and the subsequent text field you will build allow a user to enter an alternative username for the new user,, as needed, to prevent this failure.

      
      
       

16. Use the Search components... search bar on the left-hand side to search for Text, and drag and drop this component below the Alternate Username Required checkbox. 
    
    
     
17. Enter Alternate Username in the Label field for the Text component. Then click into the API Name field so that the system can auto-generate this value. 
    
    
     
18. Check the Require box. 
    
    
     
19. Click the Set Component Visibility menu to expand the available options. Here, you can set this field to only display when the Alternative Username Required checkbox is checked. 
    
    
     
20. Select All Conditions Are Met (AND) from the When to Display Component drop-down. 
    
    
     
21. In the Resource field, begin typing Alternate and select the Alternate_Username_Required (Checkbox) option from the results. 
    
    
     
22. Leave the operator set to Equals.
23. In the Value field, type True and select the $GlobalConstant.True option from the results. 
    
    
     
24. Click Done to add this condition. 
    
    
     
25. Use the Search components... search bar on the left-hand side to search for Picklist, and drag and drop this component below the Alternate Username field.

    • Please note: Two picklist options will display in the component menu. Select the option under the Input header and not the Custom header.

      
      
       

26. Enter Time Zone in the Label field for the Picklist component. Then click into the API Name field so that the system can auto-generate this value. 
    
    
     
27. Check the Require box. 
    
    
     
28. In the Configure Choices section, click on the Choice field and then select New Choice Resource. 
    
    
     
29. Select Picklist Choice Set from the Resource Type drop-down menu.
    
    
     
30. Type pcsTimeZone in the API Name field.
    
    
     
31. In the Object field, type User and locate and select the User (User) object from the results. 
    
    
     
32. Select Picklist from the Data Type drop-down menu.
    
    
     
33. In the Field field, type Time and select the TimeZoneSidKey (Time Zone) option from the results. 
    
    
     
34. Click Done to finalize the creation of this Choice resource. This Choice resource will now populate this picklist with all available time zones when creating the new user. 
    
    
     
35. Click in the gray space on the screen to bring back the Screen Properties menu. In the Label field, enter User Details Screen. Then click the API Name field to let the system auto-generate this value. 
    
    
     
36. Click Done to finalize the creation of this Screen element. 
    
    

Assign Values to User Record

Now that you've created two Screen elements for this flow, the next step is to create an Assignment element that takes the information entered on the screen and adds it to a container variable, which will then create the user. To create this Assignment element: 

1. Click the + icon below the User Details Screen element.
   
    
    
2. In the drop-down menu that opens, locate the Logic header and select the Assignment option. 
   
   
    
3. Enter Assign Values to User Record in the Label field for the Assignment element. Then click into the API Name field so that the system can auto-generate this value. 
   
   
    
4. Click into the Search variables... search bar for the Variable field and select New Resource.
   
   
    
5. Select Variable from the Resource Type picklist. 
   
   
    
6. Enter vUserToCreate in the API Name field. 
   
   
     

7. Leave the Operator set to Equals. Click on the Value field, type en_US , and select English (United States).

• Please note: If the user is not located in the United States, another option may be selected from this drop-down. For example, you can type en_AU to select English (Australia) from the picklist.

  
  

Alias Variable Value

Alias Variable Value Steps

1. Click the Add Assignment button. 
   
   
    
2. Click into the Variable field and select vUserToCreate from the drop-down. Begin typing Alias and select Alias.
   
   
    
3. Leave the Operator set to Equals.
4. Click on the Values field and then select New Resource. 
   
   
    
5. Select Formula as the Resource Type.
   
   
    
6. Enter vfAlias in the API Name field. 
   
   
    
7. Select Text as the Data Type.
   
   
    
8. In the Formula box, copy and paste LEFT({!First_Name},1) + LEFT({!Last_Name},4) into the box. Ensure no extra spaces have been pasted when copying this formula.   
   
   
    
9. Click Check Syntax to verify your formula is pasted correctly, then click Done. Your formula should look like the screenshot below.
   
   

 

Profile ID Variable Value

Profile ID Variable Value Steps

1. Click the Add Assignment button. 
   
   
    
2. Click into the Variable field and select vUserToCreate from the drop-down menu. Begin typing Profile and select Profile ID.
   
   
    
3. Leave the Operator set to Equals.
4. Click into the Value field and type Get and select Profile from Get Practifi Profiles.
   
   
    
5. Type Profile and select Profile ID from the results. 
   
   

Email Encoding Variable Value

Email Encoding Variable Value Steps

1. Click the Add Assignment button. 
   
   
    
2. Click into the Variable field and select vUserToCreate from the drop-down menu. Begin typing Email and select Email Encoding. 
   
   
    
3. Click into the Value field and select General US & Western Europe. 
   
   

Language Variable Value

Language Variable Value Steps

1. Click the Add Assignment button. 
   
   
    
2. Click into the Variable field and select vUserToCreate from the drop-down. Begin typing Language and select Language. 
   
   
    
3. Click into the Value field and select English. 
   
   

Once completed, the list of variable values should look like the screenshot below. 

 

Create Records Elements

Now you'll need to create two Create Records elements to create the actual user from all the information entered and mapped to fields. 

Steps for each Create Records element are provided in individual sections below, which are collapsible for ease of viewing. Select each collapsed section to expand it and display the steps. 

Create New User

Create New User Create Records Element

1. Click the + icon below the Assign Values to User Record Assignment element. 
   
   
    
2. In the drop-down menu that opens, search for and select the Create Records element. 
   
   
    
3. Enter Create New User in the Label field for the Create Records element. Then click into the API Name field so that the system can auto-generate this value. 
   
   
    
4. Select vUserToCreate in the Record field. 
   
   

Create Division Member Record

Create Division Member Create Records Element

1. Click the + icon below the Create New User Create Records element. 
   
   
    
2. In the drop-down menu that opens, search for and select the Create Records element. 
   
   
    
3. Enter Create Division Member Record in the Label field for the Create Records element. Then click into the API Name field so that the system can auto-generate this value. 
   
   
    
4. Select Manually from the How to set record field values picklist. 
   
   
    
5. Search for and select Division Member (practifi__Division_Member__c) in the Object field. 
   
   
    
6. Click the Add Field button in the Set Field Values for the Division Member section. 
   
   
    
7. Select Team Member in the Field drop-down menu. 
   
   
    
8. In the Value field, select vUserToCreate under the Record Variables header. 
   
   
    
9. Then type ID and locate and select User ID.

   • Please note: You will need to scroll to locate this option; it will likely be the last option displayed.

     
     
      

10. Click the Add Field button.
    
    
     
11. Select Division in the Field drop-down menu. 
    
    
     
12. In the Value field, type Get and select Division from Get Division Data.
    
    
     
13. Type Id and then click away from this field. The system will then locate the Record ID field.

    • Please note: ID is case-sensitive. Entering ID or id will not locate the Record ID field.

      
      
       

14. Click the Add Field button.
    
    
     
15. Select Primary in the Field drop-down menu. 
    
    
     
16. In the Value field, type True and select True.
    
    
     
17. Click the Add Field button.
    
    
     
18. Select Owner ID in the Field drop-down menu. 
    
    
     
19. In the Value field, begin typing Running User and select Running User from the results.
    
    
     
20. Type Id and then click away from this field. The system will then locate the ID field.

    • Please note: ID is case-sensitive. Entering ID or id will not locate the field.

      
      

Add a Success Screen

The next step in this flow is to create a Screen element to notify System Administrators that they have successfully created the user and added them to your Practifi instance. This screen also serves a secondary purpose: because some records related to the new user cannot be created simultaneously with other objects, the screen pauses to allow the system to complete user creation before proceeding.

To create the success Screen element: 

1. Click the + icon below the Create Division Member Record Create Records element. 
   
   
    
2. In the drop-down menu that opens, locate the Interaction header and select the Screen option. 
   
   
    
3. Use the Search components... search bar on the left-hand side to search for Display Text.
   
   
    
4. Drag and drop the Display Text component from the menu onto the screen in the center.
   
   
    
5. Click on the Insert a resource... search bar and search for and select First Name.
   
   
    
6. Search for and select Last Name from the same search bar. 
   
   
    
7. Complete your success message with additional text to suit your firm's needs. For example, {!First_Name}{!Last_Name} has been successfully created as a user.
   
   
   
    
8. Enter successMessage in the API Name field. 
   
   
    
9. Click into the gray space on the screen to bring back the Screen Properties menu. In the Label field, enter Success Screen. Then click the API Name field to let the system auto-generate this value. 
   
   
    
10. Click Done to finalize the creation of this Screen element.
    
    
     

Create Records Elements

Next, you'll need to create two more Create Records elements to complete the information assignment for the new user. 

The steps for each Create Records element are provided in individual sections below, which are collapsible for ease of viewing. Select each collapsed section to expand it and display the steps. 

Create Package

Create Package Create Records Element

1. Click the + icon below the Success Screen element. 
   
   
    
2. In the drop-down menu that opens, search for and select the Create Records element. 
   
   
    
3. Enter Create Package in the Label field for the Create Records element. Then click into the API Name field so that the system can auto-generate this value. 
   
   
    
4. Select Manually from the How to set record field values picklist. 
   
   
    
5. Search for and select User Package License (UserPackageLicense) in the Object field. 
   
   
    
6. Click the Add Field button in the Set Field Values for the User Package License section. 
   
   
    
7. Select Assigned User ID in the Field drop-down menu. 
   
   
    
8. In the Value field, select vUserToCreate under the Record Variables header. 
   
   
    
9. Type Id and then click away from this field. The system will then locate the User ID field.

   • Please note: ID is case-sensitive. Entering "ID" or "id" will not locate the User ID field.

     
      
      

10. Click the Add Field button. 
    
    
     
11. Select Package License ID in the Field drop-down menu.
    
    
     
12. In the Value field, type Get and select Package License from Get Practifi Package.
    
    
     
13. Type Id and then click away from this field. The system will then locate the Package License ID field.

    • Please note: Id is case-sensitive. Entering "ID" or "id" will not locate the Package License ID field.

      
      

Create Permission Set

Create Permission Set Create Records Element

1. Click the + icon below the Create Package Create Records element.
   
   
    
2. In the drop-down menu that opens, search for and select the Create Records element. 
   
   
    
3. Enter Create Permission Set in the Label field for the Create Records element. Then click into the API Name field so that the system can auto-generate this value. 
   
   
    
4. Select Manually from the How to set record field values picklist. 
   
   
    
5. Search for and select Permission Set Assignment (PermissionSetAssignment) in the Object field. 
   
   
    
6. Select Assigned User ID in the Field drop-down menu. 
   
   
    
7. In the Value field, select vUserToCreate under the Record Variables header. 
   
   
    
8. Type Id and then click away from this field. The system will then locate the User ID field.

   • Please note: Id is case-sensitive. Entering "ID" or "id" will not locate the User ID field.

     
     
      

9. Click the Add Field button. 
   
   
    
10. Select PermissionSetGroup ID in the Field drop-down menu. 
    
    
     
11. In the Value field, type Get and select Permission Set Group from Get Permission Set Groups.
    
    
     
12. Type Id and then click away from this field. The system will then locate the PermissionSetGroup ID field.

    • Please note: Id is case-sensitive. Entering ID or id will not locate the PermissionSetGroup ID field.

      
      
       

13. Your flow should now look like the screenshot below. 
    
    

 

Create Fault Screens

You'll need to create two Fault Screen elements in the flow. These screens surface error details to System Administrators if something goes wrong during user creation, making it easier to diagnose and resolve issues quickly.

Steps for each Fault Screen element are provided in individual collapsible sections below for ease of viewing. Select each collapsed section to expand it and display the steps. 

 

New User Fault Screen

New User Fault Screen Element

1. Select the Create New User Create Records element. This will open a drop-down menu. 
   
   
    
2. Select Add Fault Path from the drop-down menu.
   
   
    
3. Click the + icon below Fault.
   
   
    
4. In the drop-down menu that opens, locate the Interaction header and select the Screen option. 
   
   
    
5. In Screen Properties, enter Error in the Label field. 
   
   
    
6. Enter errorScreen as the API Name in the API Name field. 
   
   
    
7. Use the Search components... search bar on the left-hand side to search for Display Text.
   
   
    
8. Drag and drop the Display Text component from the menu onto the screen in the center.
   
   
    
9. Enter $flowinterview.error in the rich text editor.
   
   
    
10. Enter newUserError in the API Name field. 
    
    
     
11. Click Done to finalize the creation of this Fault Screen element.
    
    
     
12. Your flow should now look like the screenshot below. 
    
    

Create Package Fault Screen

Create Package Fault Screen Element

1. Select the Error Screen element you just created. This will open a drop-down menu. 
   
   
2. Click Copy Element in the drop-down.
   
   
3. Select the Create Package Create Records element. This will open a drop-down menu. 
   
   
    
4. Select Add Fault Path from the drop-down menu.
   
   
    
5. Click the + icon below Fault.
   
   
    
6. Select Paste 1 Element from the drop-down menu.
   
   
    
7. Your flow should look like the screenshot below.
   
   

Saving the Flow

Once your elements are added to the flow, you must save the flow to use it. To save the flow:

1. Click the Save button in the upper right-hand corner. A pop-up box will display.
2. Enter a Flow Label and then click into the Flow API Name field to have the system auto-generate the API name. We recommend using "New User Creation Flow " as the Flow Label.
3. Click Save.
4. The flow must be activated to be used. Once all elements are entered and the flow is saved, click the Activate button to make it available for use. 
   
   

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Create the New User Button

Locate the Flow's API Name

1. Navigate to Salesforce Setup by clicking the cog icon in the upper right-hand corner and then selecting Setup from the drop-down menu.
   
   
    
2. Use the Quick Find search bar on the left-hand side to search for Flows and select the Flows option under the Process Automation header. 
   
   
    
3. In the All Flows table, locate the flow you created above and select the caret in the far right-hand column. Then, select View Details and Versions from the drop-down menu.
4. Locate the Flow API Name field and copy and paste the API Name for your flow somewhere readily accessible. You will need this information later.

   • Please note: If you created the flow using the recommended name, the API name will likely be New_User_Creation_Flow. Confirm this information before using it in the following steps.

Create a New Component

1. Navigate to the Settings app by clicking the App Launcher in the upper left-hand corner and searching for and selecting Settings from the drop-down menu. 
   
   
    
2. Click the caret and select the Components option from the drop-down menu. 
   
   
    
3. Click the New button to begin creating a new component in your Practifi instance. 
   
   
    
4. Select the Action Menu radio button and then click Next to proceed. 
   
   
    
5. Enter a Component Name and proceed to the following section of this article to enter JSON code for this component.

   • Please note: We recommend naming the component Practifi - Create User Button, but the component name may be anything that suits your firm.

     
     

Add JSON Code

After entering the new component's name, copy and paste the following JSON code into the JSON field: 

 

 

After pasting, the JSON field should look like the screenshot below. However, the JSON field will remain small even after information is added. To facilitate viewing and editing this information in the following step, we recommend expanding the field. To do so, select the lower right-hand corner of the field and drag your cursor to expand it. 

Edit JSON Code

Please note: You will only need to complete this section's steps if your firm has chosen to name the flow something other than New User Creation Flow. The above JSON code already includes an API name of New_User_Creation_Flow.

If this API name does not match your firm's flow, you will need to modify the JSON using the following steps. If your firm's flow has New_User_Creation_Flow as the API name, you can proceed to the next section of this article.

1. With the JSON code, locate the "flowName" line towards the bottom of the code. This code includes a placeholder flow name to accommodate your firm's choice of a custom flow name. For this button to work, you must replace this information. 
   
   
    
2. Delete the placeholder flow name located between the quotation marks, but retain the quotation marks. 
   
   
    
3. Paste the flow API name that you located earlier in the Locate the Flow's API Name section above between the quotation marks.

   • Please note: For the component to work, the information pasted into the JSON code must be the flow's API name. This is not the same as the name you've given the flow.

     
     
      

4. Click Save to finalize the creation of the component.
   
   
    

Add Component to the Page Layout

1. Navigate to the Divisions page by using the App Launcher to search for and select Divisions. 
   
   
    
2. Select a division's hyperlinked name from the list of divisions to open a Division record.
   
   
3. Click the cog icon in the upper-right corner and select Edit Page from the drop-down menu. 
   
   
    
4. Scroll down the page to locate the Team Members section and select the Team Members header. 
   
   
    
5. Click the + Add Filter button under the Set Component Visibility section. 
   
   
    
6. For the Filter Type, select Advanced. 
   
   
    
7. Click the Select button under Field. 
   
   
    
8. Click into the search bar and select User from the drop-down menu. 
   
   
    
9. In the next search bar that displays, begin typing Profile and select Profile from the results. 
   
   
    
10. In the next search bar that displays, select Name from the drop-down menu. 
    
    
     
11. Click Done.
    
    
     
12. Set the Operator to Not Equal from the drop-down menu.
    
    
     
13. Type System Administrator in the Value field. 
    
    
     
14. Click Done to finalize adding this condition.
    
    
     
15. Scroll down the list of Components on the left-hand side to locate the Practifi - Action Menu component. 
    
    
     
16. Drag and drop this component from the list to under the Team Members header. 
    
    
     
17. Enter the name of the component you created previously into the Action Menu Name field.

    • Please note: If you used the recommended value from before, Practifi - Create User Button will be the value needed for this field. If your firm used a different name, you will need to verify this in the component where you entered the JSON information.

      
      

18. Click the + Add Filter button under the Set Component Visibility section. 
    
    
     
19. For the Filter Type, select Advanced. 
    
    
     
20. Click into the search bar and select User from the drop-down menu. 
    
    
     
21. In the next search bar that displays, begin typing Profile and select Profile from the results. 
    
    
     
22. In the next search bar that displays, select Name from the drop-down menu. 
    
    
     
23. Click Done.
    
    
     
24. Leave the Operator set to Contains. 
    
    
     
25. Type System Administrator in the Value field. 
    
    
     
26. Click Done to finalize adding this condition.
    
    
     
27. Click the Save button in the top-right corner to finalize your changes.
    
    
28. System Administrators will now be able to click the New User button on the Division page under the Team Member heading in your Practifi organization.