Forms and Views

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

Forms and Views are the basic interfaces you define for inputting data to create or update identities.

Managing Forms and Views

To view or manage Forms and Views, navigate to the Configuration page and select the Forms And Views tab.

You can create, update, view, and delete forms and views.

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 / Optional	Data Type	Note
Form Type	Required	Selection	Choose one of the below forms: Identity Flyout Create Identity Update Identity Display Identity After you've created the form, you can't update the form type.
Name	Required	Unique; Text
Entity	Required	Selection	Currently, Identity is the only option. After you've created the form, you can't update the Entity type.
User Type	It's not required; however, 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, UserType Employee can only have 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 Identity Form Update Identity Form Display Identity 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 Identity Form
Update Identity Form
Display Identity 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 Identity Form

The Create Identity 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 Identity 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 / Optional	Data Type	Note
Roles		Boolean	Allow roles to be viewed and configured for the user.
Resources and Entitlements		Boolean	Allows resources and entitlements to be viewed and configured for the user.