About 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:

  • Identity Creation:Create identities in the system.

  • Identity Update: Update existing identities in the system.

  • Identity Displays:View existing identities in the system.

  • Identity 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:

  1. Determine what user type is being created or updated.

  2. If there is a form that is associated with that user type, use that form.

  3. If no form is associated with that user type, use the default form.

  4. 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.