A form is a set of pages associated with a command that requires data entry. You can customize a form by adding or removing entries.
Each entry is intended to view or modify certain portions of directory data referred to as object attributes or properties. You can rearrange entries or adjust their behavior as needed.
To start customizing a form, you must first open that form in the Form Editor.
To open a Web Interface form in the Form Editor
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On the Web Interface home page, click Customization, then click Customization Tasks.
Alternatively, in the Navigation bar, expand Customization, then click Directory Objects.
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In the list of menus, click the menu that contains the command linked with the form you want to configure.
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In the list of commands, click the command that is linked with the form you want to configure.
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In the right pane, click Edit Form. If no form is linked with the command you selected, the right pane does not contain the Edit Form command.
NOTE: You can also open a form in the Form Editor by navigating to the Web Interface page that you want to configure, then clicking Customize.
You can view or modify the properties of a Web Interface form with the Form Editor, available in the Customization menu.
To view or modify properties of a Web Interface form
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Open the form in the Form Editor. To do so, navigate to the Web Interface page that you want to configure, then click Customize.
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In the right pane, click Properties.
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Modify properties of the form, if needed, and click Save.
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Click Reload to publish your changes.
You can view or modify the following properties of a form:
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Name: The text that identifies the form. When a form is linked with a command, the Form name property of the command is set to the name of the form.
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Description: Any text that helps identify the form in a list of forms (an administrator can view this text in addition to the form name when selecting a form to link with a command).
TIP: Form names must not be unique. If two or more forms have the same Name, use the Description text to clearly differentiate them.
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Object type: If the form is intended for creating objects, this property identifies the type of object that can be created by using the Web Interface page based on this form. The object type is set when the form is created, and cannot be modified.
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Form type: This property is set on a form when the form is created, and cannot be modified. The form type can be one of the following:
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Edit Properties: The Web Interface page that is based on this form displays properties of existing objects and provides the ability to make changes to object properties. Each tab on the form represents the respective tab on the Web Interface page.
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New Object: The Web Interface page that is based on this form serves for creating objects in the directory. The page provides for one or more steps to collect user input, with each step being represented by a single tab on the form. Thus, with two tabs on the form, the Web Interface page displays the entries found on the first tab, allowing the user to enter data as required. When the user clicks Next, the page displays the entries from the second tab.
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Rename: This type is basically the same as Edit Properties. However, if a form includes entries for managing so-called “naming” attributes, such as the “name” attribute, set the form type to Rename instead of Edit Properties.
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Show policy descriptions: This option specifies if the Web Interface page that is based on this form provides visual indication of Active Roles policies. For example, the “User logon name” attribute is normally controlled by a certain policy. When this option is selected, the Web Interface displays an icon next to the name of the “User logon name” field. Clicking the icon allows the user to view the policy rules that are in effect. If the option is not selected, all such icons are removed from the page, so the user cannot view policy rules.
You can add new tabs to Web Interface forms with the Form Editor, available in the Customization menu.
To add a tab to a form
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Open the form in the Form Editor.
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On the toolbar in the Form Editor, click New Tab.
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Specify a name for the new tab.
The name of a tab is the text that labels the tab or step on the respective Web Interface page.
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Click Finish; then, click Reload to publish your changes.
You can delete existing tabs from Web Interface forms with the Form Editor, available in the Customization menu.
To delete tabs from a Web Interface form
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Open the form in the Form Editor. To do so, navigate to the Web Interface page that you want to configure, then click Customize.
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Select the check boxes next to the tabs you want to delete.
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On the toolbar in the Form Editor, click Delete.
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Once the tabs are deleted, click Reload to publish your changes.
