Forms and Views

This feature is currently available only to customers participating in a Private Preview. If you'd like to participate and be among the first to try this feature, ask our support or account team for details.

In IGA, forms and views enable viewing and updating data in Identities. Basic forms enable the following actions:

User Creation: Create identities in the system.
User Update: Update existing identities in the system.
User Displays: View existing identities in the system.
User Flyouts: Get a quick view of additional information on existing identities on the Identities Inventory page.

Customizing a form can help to capture additional data needed for managing identities.

Forms and User Types

The User type defines what is included on basic forms. You can use default forms, or customize them for your needs. You can also designate alternate forms as the default.

There can be only one default form for each form type.

You can also create a custom form and associate it with a user type. A form associated with a user type will be used for the user type's identities instead of the default form.

A form can be associated with multiple user types, but each user type can only have one form associated with it.

When selecting a form to display, consider the following:

Determine what user type is being created or updated.
If there is a form that is associated with that user type, use that form.
If no form is associated with that user type, use the default form.
If no default form is available and no forms are available for the given user type, then creating and updating identities of that type through the UI is not allowed.

Working with Forms and Views

Search for or navigate to the Configuration page and select the Forms And Views tab.
Use the field descriptions in the table below to create or edit a Form or View.

Creating or Updating a Form

To create or update a form, fill out all required fields plus any additional ones desired. The table below summarizes field details and requirements.

Field	Required	Data Type	Note
Form Type	Yes	Selection	Choose one of the below forms: User Flyout Create User Update User Display User After you've created the form, you can't update the form type.
Name	Yes	Text (unique)
Entity	Yes	Selection	Currently, User is the only option. After you've created the form, you can't update the Entity type.
User Type	Not required, but if no User Type is selected, the form must be either Inactive or Default.		Each user type can have no more than one active form of each form type. For example, User Type Employee can have only one active Self-Service Form Type.
Status			Active, Inactive, or Default. Each form type can have no more than one default form. The default form cannot be assigned to a user type. There must always be exactly one default for the form types below. Create User Form Update User Form Display User Form If the currently created form is set to default, the existing default of the same type will automatically be set to Inactive.

Deleting a Form

When deleting a form, the system will check if the form being deleted is the default for any of the below types:

Create User Form
Update User Form
Display User Form

If it's the default, you won’t be allowed to delete the form. If it's not the default, the form will be deleted.

Using the Create User Form

The Create User form is accessed by administrators and/or managers.

Fixed Values

The fixed values section lets you specify the fields that will have fixed values for all users of the form.

Fixed values might not be displayed to the end user, but they are passed on to every User object they create.

Fields

The fields section lets you specify the fields displayed on the form.

In addition to the maximum of five selectable sections, the user may include the following pre-configured sections:

Field	Required	Data Type	Note
Roles	No	Boolean	Allow roles to be viewed and configured for the user.
Resources and Entitlements	No	Boolean	Allows resources and entitlements to be viewed and configured for the user.