{"id":20412,"date":"2024-02-16T16:01:14","date_gmt":"2024-02-16T15:01:14","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-portal\/administrators-guide\/alias\/"},"modified":"2024-02-16T16:01:14","modified_gmt":"2024-02-16T15:01:14","slug":"alias","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/administrators-guide\/alias\/","title":{"rendered":"Alias"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<p>Aliases are not a feature in their own right. It is a tool <strong style=\"line-height: 1.4285715;\">for&nbsp;dynamically associating a document with a user in a workflow based on metadata values.&nbsp;<\/strong><\/p>\n<style type=\"text\/css\"><![CDATA[\/*<![CDATA[*\/ div.rbtoc1648215955630 {padding: 0px;} div.rbtoc1648215955630 ul {list-style: none;margin-left: 0px;} div.rbtoc1648215955630 li {margin-left: 0px;padding-left: 0px;} \/*]]]]><![CDATA[>*\/]]><\/style>\n<div class=\"toc-macro rbtoc1648215955630\">\n<ul class=\"toc-indentation\">\n<li><a href=\"#Alias-Ajouterunalias\">Add an alias&nbsp;<\/a><\/li>\n<li><a href=\"#Alias-Supprimerdesalias\">Delete aliases&nbsp;<\/a><\/li>\n<\/ul>\n<\/div>\n<p><span style=\"color: #000000;\">An alias could be thought of as a shortcut&nbsp;to a user: it&nbsp;&nbsp;allows strings to be matched to a&nbsp;user<\/span><span style=\"color: #000000;\">.&nbsp; <\/span> <\/p>\n<p><span style=\"color: #000000;\">The administrator associates aliases with users.&nbsp;<\/span><\/p>\n<p><span style=\"color: #000000;\">These aliases are then used in workflows to dynamically associate tasks with users based on a document&#8217;s metadata.  &nbsp;<\/span><\/p>\n<p><span style=\"color: #000000;\">See the<\/span> &#8220;<strong style=\"color: #000000; line-height: 1.4285715;\">Dynamic Actors&#8221;<\/strong> <span style=\"color: #000000;\">&nbsp;section of a <a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/administrators-guide\/administration-du-workflow\/creating-and-editing-tasks\/\">workflow&#8217;s task creation<\/a> page.&nbsp;&nbsp;<\/span><\/p>\n<p>To manage aliases, click on &#8220;<strong>Administration<\/strong>&#8221; &#8220;<strong>Alias Management<\/strong>&#8220;.<\/p>\n<h1 id=\"Alias-Ajouterunalias\">Add an alias<\/h1>\n<p>By default, no aliases are created.<\/p>\n<p>Click on the &#8220;<strong>Add Alias<\/strong>&#8221; button<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356346-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356346-translated.jpg\"><\/p>\n<p>After selecting a user, enter one or more aliases for that user.<\/p>\n<p>Use the &#8220;&#8221; and &#8220;&#8221;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/173408945.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/173408945.png\"><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/173408944.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/173408944.png\"> buttons to remove and add alias fields to the form.<\/p>\n<p>The created&nbsp;aliases will then appear&nbsp;in the list of aliases.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356347-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356347-translated.jpg\"><\/p>\n<h1 id=\"Alias-Supprimerdesalias\">Delete aliases<\/h1>\n<p>To delete one or more aliases, check the corresponding boxes and choose &#8220;<strong>Delete Selected<\/strong>&#8221; from the menu.<\/p>\n<p><span style=\"color: #000000;\">&nbsp;<\/span><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Aliases are not a feature in their own right. It is a tool for&nbsp;dynamically associating a document with a user in a workflow based on metadata values.&nbsp; Add an alias&nbsp; Delete aliases&nbsp; An alias could be thought of as a shortcut&nbsp;to a user: it&nbsp;&nbsp;allows strings to be matched to a&nbsp;user.&nbsp; The administrator associates aliases with [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20157,"menu_order":16,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-20412","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20412","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=20412"}],"version-history":[{"count":0,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20412\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20157"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20412"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}