Hi, Mark (support),
In your July 31, 2014 post reply to this question:
hello Mark,
did the users infos (like address, age, and some custom field that do not have to change) will move with the user from one profile to the other one ?
Loïc
You indicated that these items do now transfer. After testing this capability I find that this feature (user>switch profiles) is working as you report, however I thought I would offer additional information for other EasySocial users as a result of my own experience, extensive testing and troubleshooting on a related topic
(profile type - save as copy). This is a great feature, however it presents similar challenges as switching the user profile.
Here is what I learned....and while it makes sense, other users might likely find themselves in my situation learning on the fly.
Action: Profile A was copied to Profile B.... I wanted to save time and avoid recreating significant custom fields in the profile (6 tabs of fields)
Result: Many variations...so do your own testing on a non-production system first and test every combination!
1. Any custom field in Profile A not in Profile B user custom data is lost.
2. Any custom field in Profile A configured differently than in Profile B - user custom data is lost (this varies depending on the field type)
For example, Profile A - field (1) was a drop down field - with 5 options. A few users had entered data in this field. I changed the profile type for this small group of users to Profile B. Profile B - field (1) intentionally had a different field type of multi-drop down list. I lost user custom data since the field format was different.
3. Next I used switch user profile to move users from Profile A to Profile B...in our system this will be a frequent workflow task for the admin. After this switch I checked the custom data field and found these missing items noted above and a few more.
4. So I made an exact copy of Profile A making sure that the new Profile B was in all ways the same (field types, fields included etc)
5. Next I created a test user in Profile A and then switch the user profile to Profile B.
Every custom field transferred just fine.
6. Next I tested Profile A and Profile B with a different number of custom fields in each profile:
a. If Profile A had more custom fields than Profile B - then the additional custom field data in Profile A was lost during the user profile switch.
b. If Profile A had fewer custom fields than Profile B - then these custom fields in Profile B were obviously blank.
c. If the Profile B custom fields (blank-no data) were required fields than the normal ES prompts for the admin and user profile apply.
If you built a database from scratch you would generally be forced to think about these issue more carefully, but with the abilities to drag-drop and add/delete with a few mouse clicks you can get ahead of yourself. Before you know it, you are saying - I know better.
Hope this helps other users!
Todd