CONFIRMED: New Project Member flow - not all active users are available for selection in the choice lookup

[MarciBeegle]

When trying to add a New Project Member, the Select Existing User field only renders values through letter C.

Also, is there a way to not render Portal and Inactive Users?

[egyptguy]

Hi @MarciBeegle - thanks for creating an Issue in Github! I'll review the New Project Member flow and check the limits for choice lookups. Out of curiosity, about how many active users does your org have?

Regarding your other questions:

• RE portal users: this is a console app for internal users, so it's not intended for Experience Cloud.
• RE inactive users: what's your use case for adding inactive users to an Imhotep project? The User lookup in the screen flow has been intentionally filtered to active users who are available to work on stories.

Thanks!

[egyptguy]

@MarciBeegle the Select Existing User field uses a Choice Lookup. Here's some things about its behavior based on Salesforce documentation:

• Initially, 20 choice options display.
• If you have more than 20 active users, more choice options should load in groups of 100 as you scroll, up to the maximum of 1,020.
• If you begin to type the name of the user you're looking for, choices will dynamically change to show new options based on what you're typing.

I'd be interested to know if you're not having the described experience, especially if you have 20 active users or less.

Thanks!

[vande012345]

I'm having the same issue as above. I've even tried removing all imhotep permissions and profile access for everyone except my small team of 10. It seems like it's searching on the user, and is including community portal users in the search. So, it would be optimal to search on just on profiles enabled to use imhotep instead of all users. Hoping for quick help. I saw this app at dreamforce, put it in sandbox, and my whole team is putting projects in. But we can't assign any project members beyond S in the alphabet. @egyptguy

[egyptguy]

Hi @vande012345, thanks for reporting your issue (and validating this a bit).

For quick relief: a user with the Admin permset should be able to manually create Project Member records (from App Launcher, search for the Project Members tab, and click the 'New' button). Just make sure to select the correct Project (the permissions are auto-created by a record-triggered flow whenever these records are created).

I haven't heard back from @MarciBeegle yet, so could you confirm two things?

• How many active users do you have (a) total in your org and (b) up to S? Ballpark numbers are fine - I'm just trying to vet your experience against the expected behavior and limits of the Choice Lookup flow screen component.
• Are you able to type and search for a name in the lookup? The dropdown should be re-querying your user list and showing you dynamic suggestions are you type. Is it different for a user after S?

I will definitely update the lookup to filter out community users - it was not intended to have them included.

In general just wanted to say thanks for giving the app a chance, I was happy to see it included in a couple of Dreamforce sessions! It's finding a lot of success in a short amount of time, and I'm invested in overcoming the handful of snaffus like this one. An updated release is already underway, so I'll be sure to include any changes I make to support resolution of this particular issue.