Active Roles 7.3.3 - 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

Tab visibility options

Tab visibility options

A tab on a Web Interface page can be either visible or hidden. If a tab is visible, the Web Interface user can click the tab to access the user interface elements (entries) located on that tab. If a tab is hidden, it is inaccessible to the Web Interface user.

Normally, if a Web Interface user has sufficient rights to view the page that holds a given tab, the tab is visible to that user. However, certain scenarios may require a particular tab to be hidden or displayed on a page depending on the properties of the object selected by the user to access that page. For example, you may need to hide the Membership Approval tab on the group’s General Properties page when the user selects a group whose properties meet certain conditions. Another requirement could be to hide or display a tab depending on whether the user is authorized to make certain changes to the selected object. For example, it may be required that the Membership Approval tab be hidden if the user does not have sufficient rights to change the members list of the group.

To address these requirements, the Web Interface provides a number of options that control the visibility of a tab to the user. The visibility options on a tab take the form of conditions that are evaluated when a particular user selects a particular object in the Web Interface to access a page containing that tab. The tab is displayed if each of the conditions evaluates to True.

By setting up the appropriate conditions on a tab, the administrator can control the visibility of the tab in the following ways:

  • Show the tab if the properties of the selected object meet certain requirements (for example, the description of the object is set to the text string specified); otherwise, hide the tab. The conditions that control the tab visibility in this way are referred to as property-related conditions.
  • Show the tab if the user is authorized to modify certain properties of the selected object (for example, the user is authorized to change the description of the object); otherwise, hide the tab. The conditions that control the tab visibility in this way are referred to as access-related conditions.

It is possible to set up only property-related conditions, only access-related conditions, or both. The tab is displayed if all the specified conditions evaluate to True. If at least one of the specified conditions is not met, the tab is hidden.

To configure visibility options on a tab

  1. In the Form Editor, click the Edit icon next to the name of the tab you want to configure.
  2. Click Visibility on the page for managing the properties of the tab.
  3. Select the option to set up visibility conditions.
  4. To set up property-related conditions, click Configure.
  5. Do the following:
    • To add a condition, select a property, type in a value, and click Add Requirement.
    • To remove a condition, select it from the list and click Remove.
    • When finished, click OK.

    When you select a property and supply a value, either a new condition is added to the list or the supplied value is added to the existing condition that is based on the selected property. The latter occurs if the property is already in the list of the property-related conditions. This allows you to configure a condition that evaluates to True if the property has any one of the values specified. If only one value is supplied for a particular condition, then the condition evaluates to True if the property has exactly the value specified.

  6. To set up access-related conditions, do the following:
    • If you want to add a condition, click Add, select a certain property, and click OK.
    • If you want to remove a condition, select it from the list and click Remove.

    When you select a property and click OK, a new condition is added that evaluates to True if the user has sufficient rights in Active Roles to make changes to that property of the object selected by the user in the Web Interface.

  1. Click Save.
  2. Click Reload to publish your changes.

Adding an entry to a form

Adding an entry to a form

To create a new entry and add it to a form

Open the form in the Form Editor and click the tab to which you want to add the entry.

On the toolbar in the Form Editor, point to Add Entry and click Create.

In the Property list, click the attribute for which to add the entry, and then click Next.

Specify a name for the new entry, and then click Finish.

Click Reload to publish your changes.

NOTE: The name of an entry is the text that labels the control or group of controls on the respective Web Interface page. For example, if an entry appears as a check box on the page, the name of the entry is displayed next to the check box. If an entry appears as an edit box, the name of the entry is directly above the edit box.

A form can hold only one entry per attribute.

To add existing entries to a form

  1. Open the form in the Form Editor and click the tab to which you want to add the entry.
  2. On the toolbar in the Form Editor, point to Add Entry and click Select.
  3. In the list of entries, select check boxes next to the names of the entries to add.
  4. Click Finish. Then, click Reload to publish your changes.

    You may need to scroll down the list of entries in order to access the Finish button.

The list for selecting an entry contains the following information about each entry:

  • Entry name  The name of the entry.
  • Managed property  The attribute or attributes that are managed by using this entry. The attributes are identified by LDAP display name.
  • Forms that use this entry  The entry is added to each of the listed forms. The forms are identified by name. Clicking the name of a form opens the form in the Form Editor.
  • Entry type  This can be one of the following:
    • Auto  An entry that was created by using the Form Editor.
    • Custom  A predefined entry that came with the Web Interface, or an entry that was created by using tools other than the Form Editor (for example, by implementing and deploying custom code).
    • Naming  An entry for managing a naming attribute, such as the name attribute. Setting a naming attribute requires some additional steps, which are not necessary with other attributes. The entries of this type are normally predefined and installed with the Web Interface.

When selecting an existing entry, consider the type of the entry. Entries of different type can have the same name and the same managed property. Since the behavior of an entry depends upon the type of the entry, selecting an entry of inappropriate type can cause incorrect results. Thus, selecting an Auto entry instead of a Custom entry will normally result in the loss of the features that the Custom entry provides in addition to, or instead of, the default features of the Auto entry. For more information, see Type of entry later in this document.

Adding static text to a form

Adding static text to a form

The Form Editor provides a special type of entry—text area—allowing you to add static text to a form. You can use text areas to have the form display descriptive text, such as titles, captions, or brief instructions. In the Web Interface, a text area entry only displays the text specified in the configuration of the entry. To change the text, you need to edit the entry from the Form Editor.

To add static text to a form

  1. Open the form in the Form Editor and click the tab to which you want to add static text.
  2. On the toolbar in the Form Editor, point to Add Entry and click Text area.
  3. In the Text to display box, supply the text you want to be displayed on the tab.
  4. Click Finish. Then, click Reload to publish your changes.

These steps add an entry named Text area in the Form Editor. You can select the check box next to the Text area name and use the Move Up and Move Down buttons on the toolbar to change the position of the text area. To change the text displayed by the text area, click the Edit icon next to the Text area name. When you are done, click Save and then click Reload to publish your changes.

Deleting entries from a form

Deleting entries from a form

To delete entries from a form

  1. Open the form in the Form Editor and click the tab from which you want to delete entries.
  2. In the list of entries, select check boxes to mark the entries you want to delete.
  3. On the toolbar in the Form Editor, click Delete.
  4. Once the entries are deleted from the form, click Reload to publish your changes.
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