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Active Roles 7.4.3 - Web Interface Administration Guide

Introduction Deploying the Web Interface Getting Started Web Interface Basics Performing Management Tasks Using Approval Workflow Customizing the Web Interface Default Commands

Configuring forms

A form is a set of pages associated with a command that requires data entry. You can customize a form by adding or removing entries.

Each entry is intended to view or modify certain portions of directory data referred to as object attributes or properties. You can rearrange entries or adjust their behavior as needed.

To start customizing a form, you must first open that form in the Form Editor.

To open a form in the Form Editor

  1. On the Web Interface home page, click Customization, and then click Customization Tasks.

    - OR -

    On the Navigation bar, expand Customization, and then click Directory Objects.

  2. In the list of menus, click the menu that contains the command linked with the form you want to configure.
  3. In the list of commands, click the command that is linked with the form you want to configure.
  4. In the right pane, click Edit Form.

    If no form is linked with the command you selected, the right pane does not contain the Edit Form command.

NOTE: Another way to open a form in the Form Editor is to navigate to the Web Interface page that you want to configure and then click the Customize link.

Managing properties of a form

To view or modify properties of a form

  1. Open the form in the Form Editor.
  2. In the right pane, click Properties.
  3. Modify properties of the form, if needed, and click Save.
  4. Click Reload to publish your changes.

You can view or modify the following properties of a form:

  • Name  The text that identifies the form. When a form is linked with a command, the Form name property of the command is set to the name of the form.
  • Description  Any text that helps identify the form in a list of forms (an administrator can view this text in addition to the form name when selecting a form to link with a command). Note that the name of a form is not required to be unique, so different forms may have the same name. In such a case, the description text can help distinguish forms.
  • Object type  If the form is intended for creating objects, this property identifies the type of object that can be created by using the Web Interface page based on this form. The object type is set when the form is created, and cannot be modified.
  • Form type  This property is set on a form when the form is created, and cannot be modified. The form type can be one of the following:
    • Edit Properties  The Web Interface page that is based on this form displays properties of existing objects and provides the ability to make changes to object properties. Each tab on the form represents the respective tab on the Web Interface page.
    • New Object  The Web Interface page that is based on this form serves for creating objects in the directory. The page provides for one or more steps to collect user input, with each step being represented by a single tab on the form. Thus, with two tabs on the form, the Web Interface page displays the entries found on the first tab, allowing the user to enter data as required. When the user clicks Next, the page displays the entries from the second tab.
    • Rename  This type is basically the same as Edit Properties. However, if a form includes entries for managing so-called “naming” attributes, such as the “name” attribute, the form type should be set to Rename rather than Edit Properties.
  • Show policy descriptions  This option specifies if the Web Interface page that is based on this form provides visual indication of Active Roles policies. For example, the “User logon name” attribute is normally controlled by a certain policy. When this option is selected, the Web Interface displays an icon next to the name of the “User logon name” field. Clicking the icon allows the user to view the policy rules that are in effect. If the option is not selected, all such icons are removed from the page, so the user cannot view policy rules.

Adding a tab to a form

To add a tab to a form

  1. Open the form in the Form Editor.
  2. On the toolbar in the Form Editor, click New Tab.
  3. Specify a name for the new tab.

    The name of a tab is the text that labels the tab or step on the respective Web Interface page.

  4. Click Finish; then, click Reload to publish your changes.

Deleting tabs from a form

To delete tabs from a form

  1. Open the form in the Form Editor and select check boxes next to the tabs you want to delete.
  2. On the toolbar in the Form Editor, click Delete.
  3. Once the tabs are deleted, click Reload to publish your changes.
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