Configuring Custom Questions

This functionality provides the ability to collect additional information before raising the requests. Users can provide additional information in a question-and-answer format when submitting access requests through the SailPoint Portal.

The collected responses are:

  • Saved in ServiceNow under the Request Item (RITM)

  • Sent to SailPoint Identity Security Cloud (ISC) as metadata when creating the access request

Questionnaire Rules and Questions

  1. In ServiceNow, open SailPoint Identity Security Cloud from the App Navigator.

  2. Open the Questionnaire Rules module, and create a rule for:

    A specific access object, or

    A general rule that applies to all access objects of a certain type. Access object name needs to be defined as 'Generic'

  3. Add Questions to the Rule. Multiple questions with option “is mandatory” of the following types can be added.

    • Single-Line Text

    • Multi-Line Text

    • Dropdown Selection

Rule Mapping to Object

The following order is used to find the appropriate rule:

  1. Exact Match:

    Access Object Name, Type, and Grant Type

  2. Generic Name Match:

    Access Object Name = "Generic", with matching Type and Grant Type

  3. Fully Generic Match:

    Access Object Name = "Generic", Type = "ALL", and matching Grant Type

Displaying the Questionnaire on the Request Page

  1. Enable the instance option. Select Show Additional Information to display the questionnaire.

    Note
    Applicable to the widgets for Review and Submit or Review and Submit 2.