Identity Manager 8.2.1 - Web Designer Web Portal User Guide

You can share your personal request templates with other users by publishing them.

To publish a request template

In the menu bar, click Request > My Requests.
On the My Requests page, click the Maintain templates tile.
On the Cart Templates page, next to the request template that you want to publish, click (Edit).
In the Edit template dialog, select the Template is available to other identities and Publication is approved check boxes.

NOTE: Enable this option only if you do not want to make any more changes to the request template.
Click Save.

Adding products to request templates

You can add more products to your existing requests templates.

To add a product from the shopping cart to a request template

Add the product you want to add to your request template to the shopping cart. For more information, see the Adding products to the shopping cart.
In the menu bar, click Request > My Requests.
On the My Requests page, click the Shopping Cart tile.
On the My Shopping Cart page, click Actions > Create template from shopping cart.
On the Cart Templates page, next to the request template to which you want to add a product, click Select.

To add products of a different identity to a request template

In the menu bar, click Request > My Requests.
On the My Requests page, click the Start a new request tile.
On the Request page, below right click Actions > Select a reference user.
In the Select an identity dialog, in the list, click the identity whose products you want to add to the request template.

NOTE: You can extend the identities list to show more information. To do this, click View settings > Additional columns and select the information you require from the dialog.

A new page lists requests, memberships, and entitlements of the selected identity.
On the Requests for <identity name> page, click Create template.
On the Cart Templates page, next to the request template to which you want to add a product, click Select.