The current user is a variable that isn’t available within a loan file.
So we must have to create a loan custom field. Encompass=>Settings->Loan setup->Loan custom field
Create a New Custom Field
Field ID: CX.CURRENT.USER.ID
(may use own but may not have USERID without a separation)
Description: Current User ID
(may use own but may not have USERID without a separation)
Format: String
Max Length: 100
(May be shorter but want to ensure it will cover longest userid)
Calculation CX.CURRENT.USER.ID = userid
Save the field and close Encompass.
** Please note for full users name use UserName instead of userid
ADDITIONAL NOTE: If you are needing information like the Full Name or are checking if a user has a persona you CAN take advantage of CurrentUser which offers several properties and methods from EllieMae.EMLite.Customization.IUserDataSource and is available to Loan Custom Field calcs and Business Rules. Here’s how:
Calculation: CurrentUser.ID
–> Returns the User ID of the user logged into Encompass.
Calculation: CurrentUser.FirstName
–> Returns the First Name of the user logged into Encompass.
Calculation: CurrentUser.LastName
–> Returns the Last Name of the user logged into Encompass.
Calculation: CurrentUser.FullName
–> Returns the Full Name of the user logged into Encompass.
Calculation: CurrentUser.HasPersona(“Loan Officer”)
–> Returns True or False depending on if the user has the persona “Loan Officer” or whatever is specified.
