You can also create templates from reference users' requests. You can add a reference user's request as a new template or insert an existing template.
To use a reference user's request as template
|
NOTE: The list of employees can be extended with more information. Click Additional columns and select the information you require from the dialog box. |
This lists requests, memberships and entitlements. Depending on which requests this employee has triggered or in which hierarchical roles or company resources memberships exist or similar.
The selected item is displayed in the Cart Templates view. Your personal templates are also listed.
The reference user's items are assigned to the template.
The selected items are assigned to the new template. The new template is added to your list of personal templates.
You can remove template you do not need anymore, at anytime. Or perhaps you only want to delete individual items? Then you can edit your request templates. You can only delete your own personal templates.
To delete an item or an entire template
- OR -
The template is displayed with all the items it contains.
You can share your templates with other user by publishing them.
To share your template with other users
|
NOTE: Enable this option if you do not want to make any more changes to template. After you have completed all changes to the template, enable the option Template has been approved. |
Click Save.
You can add additional information to your personal request templates.
To add more information to a request
The view Cart Templates is displayed.
|
TIP: Click |
This opens the dialog box Edit template.
© 2023 One Identity LLC. ALL RIGHTS RESERVED. Feedback Terms of Use Privacy