Identity Manager 8.0 - User Guide for the User Interface and Default Functions

Functions in the Favorites List

You can save links to frequently viewed objects to your favorites.

Figure 10: favorites list

To add an item to your favorites:

• Select the entry and select Add to favorites in the context menu.

To remove from favorites:

• Select the entry and select Remove from favorites in the context menu.

The favorites list has its own toolbar and context menu.

Table 17: Meaning of items in the specific toolbar

Icon	Meaning
	Sort your favorites alphabetically.
	Sort your favorites by object type.
	Delete all favorites.
	Delete selected favorites.

Related Topics

• Displaying Advanced Properties of an Object

Functions in Document View

When you select an object in the result list, the first available form is displayed in document view. As a minimum, the following forms are displayed for each editable object:

• Overview form

  This form is used only to display selected data for an object.

• Master data form

  Use this form to change the object data.

Every form has a form tab bar that displays the selected object according to a set display template. Objects that were marked as "pending" in the synchronization process are now labeled [Outstanding].

Every form has a context menu with form-specific entries. In expert mode, go to Settings... on the form's context menu to see more object settings and the permissions.

Figure 11: Form

To open the forms for an object:

• When you select an object on the result list, the first form always opens (usually the overview form).
• From the result list, select single objects one after the other to update the opened form in the document view. Only one form is open at a time.
• To open other forms, select the task from the task view or from the form's context menu.

To display multiple forms in the document view:

• Use Alt + Click or click Open on new tab from the context menu to open the objects.

  This means that you can quickly switch between objects without having to reload the object from the list again. The forms stay open when you switch between categories.

To close the forms:

• From the menu, select View | Close active document or View | Close all documents.

By default, an object‘s overview form is displayed first. You can, however, configure the program to show the edit form for the object first, which allows faster editing.

To enable quick edit mode:

• Use the symbol in the result list.

  It is only possible to quick edit the selected object.

• From the menu, select View | Quick edit

  Restart the program to enable quick edit mode.

• Go to Database | Settings... and enable the option Enable quick edit mode.

  Quick edit mode remains enabled even if you restart the program.

The status bar in the Manager also shows the following information when you open a form:

• The definition of the current object
• The name of the activated form in the following format: <logical form> [(<physical form>)]

The forms use different controls and functions.

Related Topics

• Detailed Information about the User Interface
• Displaying Advanced Properties of an Object

Overview form

Form elements are used to display the information in the overview forms.

Figure 12: Example of Elements in an Overview Form

The display text of the menu item, the display text for the objects to be shown and the menu item icon are displayed in the header of a form element. Other data represents the object properties and values. There is a tooltip for each property showing a description for use. Some form element entries are highlighted in color when you click on them with the mouse. You can jump to the referenced object by clicking on the entry with the mouse.

If the form element is used for mapping lists, the items are displayed with their names.The number of items is shown in the form element header. There is an icon in the header for showing and hiding the items. There is an icon in the header for showing and hiding the items. A tooltip is also shown for the list items.

Table 19: Form Element Icon

Icon	Meaning
	Show list items.
	Hide list items.

Input Field

Input fields are used to edit strings, numbers and dates. A default context menu is available for input fields. Mandatory input fields are marked with a triangle . Whether an input field is mandatory or not depends on the minimum column length defined in the model tables. Other mandatory fields are defined in the customizers.

Figure 13: Input field with mandatory field