This HTML page is not optimized for LLM or AI agent consumption. Fetch the Markdown version instead: /guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-user-profile.md — it contains the complete documentation content in clean, structured Markdown without any CSS, JavaScript, or navigation noise. User Profile Task setup guide

Effortlessly manage user profile updates

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The User Profile Task enables the Process Administrator to define a process that lets end users update specific portions of their contact profile. It’s most commonly used when the Process Administrator wants to create a process that enables an end user to reset their password.

We’ll start with adding a User Profile Task that will start after a Profile Form task is completed.

Now that the User Profile Task is in your process, right-click and under Configuration, select Configure Task.

You’ll see the following configuration screen:

Under User Profile Settings, you’ll have the following to configure your User Profile Task:

AttributeOptionRequiredDescription
Create a new user from dataCheckboxNoSelect this if you want to create a new user in Integrify from data contained in the task you are mapping from.
Profile will be updated for completer of this taskSelect listNoThe completer of the chosen task will be the user whose profile is updated (if not creating a new user).
Add user to groupSelect listNoSelect this option to add a user to a group that has already been defined.
Make user the client of this requestCheckboxNoYou can make the user the client of this request.

From within the configuration window, select the Profile Mappings tab:

Then, select the Add Parameter button so you can start mapping which contact fields will be updated from the Profile Form. If you wish to create new user accounts, be sure to provide a default password by mapping a default password value from a short text question on the form to the Password attribute of the new user account.

Now you can select a contact table field from Profile Attribute that will be updated, and then the source information. Available profile attributes include standard contact fields such as name, email, phone, password, timezone, and Locale. In this case, under Source, we’re selecting the Data from the Profile Info Form task and we’re selecting the First Name Field. Select ‘Save’ to add the attribute parameter.

We have now added five attributes of the requester’s contact information that will be updated. Once you have finished selecting your attributes, select “Close.”

The following default field size limits apply to data passed to the task. Tenant-customized contact field sizes may differ. Values longer than the applicable field size can cause the task to fail with a data truncation error.

  • User Name — 25 characters
  • First Name — 25 characters
  • Middle Name — 25 characters
  • Last Name — 50 characters
  • Telephone — 50 characters
  • Email — 50 characters