Tips for working with the Form Editor
Use the Form Editor to create and edit the interface forms, such as the main data forms or assignment forms. All user interface forms are displayed in the form overview.
-
Forms that are disabled by preprocessor conditions are grayed out in the form overview.
-
In the Form Editor, use F5 to refresh the form overview.
-
Forms can be displayed hierarchically or in a list. The interface forms are grouped by form template and form definition in the hierarchical representation. To change the display, select the Options > Tree/List view menu item.
-
Using the Options > Show captions menu, you can switch between the forms’ technical names and the user-friendly captions.
-
To display additional columns in the form overview, use the Options > Select columns menu.
-
Define filters to restrict the number of forms displayed in the form list. Select the menu items Define filter or Manage filters for this purpose. For more information about working with user-defined filters in the Designer, see One Identity Manager User Guide for One Identity Manager Tools User Interface.
-
Use the form preview while editing main data forms. In the Form Editor, select the View > Form preview menu item to display an additional Form preview tab.
The form preview shows the contents of the interface form. You can display which base tables will be used to display the data. The permissions of the logged in the Designer user are taken into account when loading and displaying an interface form.
If a form cannot be loaded, an appropriate error message is displayed.
Disabling user interface forms
If required, you can disable individual user interface forms to prevent them being shown in the user interface. Predefined user interface forms remain disabled even after the schema has been updated.
To disable a user interface form
-
In the Designer, select the User interface > Forms > User interface forms category.
-
Select the Edit form task.
-
Select the user interface form in the Form Editor.
-
In the edit view, select the Properties view.
-
Select the User interface forms tab and set the Disabled option.
-
Select the Database > Commit to database and click Save.
In addition, user interface forms can be disabled using pre-processor conditions.
Related topics
Copying user interface forms
Use this task if you want to make minor modifications only, such as changing the caption or the sort order.
To copy a user interface form
-
In the Designer, select the User interface > Forms > User interface forms category.
-
Select the Edit form task.
-
In the Form Editor, select the user interface form you want to copy.
-
Select the Form > Insert menu item.
This creates a copy of the selected user interface form.
-
Edit the other user interface form main data.
-
Assign the user interface form to the applications and permissions groups.
-
(Optional) Assign the user interface form to the object definitions.
-
(Optional) Assign the user interface form to the menu items.
-
Select the Database > Commit to database and click Save.
NOTE: Disable the original user interface form. Otherwise both forms are displayed in the user interface.
Related topics
Creating user interface forms
Create a new user interface form, for example, if you want to display custom schema extensions in the user interface. One Identity Manager provides an array of form templates and definitions in the default installation. These can be used for easily creating your own forms.
To create a new user interface form
-
In the Designer, select the User interface > Forms > User interface forms category.
-
Select the Edit form task.
-
Select the Form > Insert menu item.
The Form Editor opens a new sheet form in the edit view.
-
On the Form definition tab, select a form template and enter the name of the form definition.
-
On the User interface form tab, enter a form name and the caption. Edit the other main data of the user interface form.
-
Assign the user interface form to the applications and permissions groups.
-
(Optional) Assign the user interface form to the object definitions.
-
(Optional) Assign the user interface form to the menu items.
-
Select the Database > Commit to database and click Save.
Related topics
