Forms

Centralized Form location is a single location within the system, where an Administrator would be able to view all the forms. All of the forms can be created, edited, managed, and maintained as one object.

The Forms page displays all the standalone forms. The form grid displays Workflow, Role and Application types of forms.

Create and Edit Forms

To create a new form, click the Create Form button. On the Create New Form window, select one of the following type of the form to be created:

• Application Provisioning Policy Form

• Role Provisioning Policy Form

• Workflow Form

On saving the newly created forms, the form grid would be updated.

To edit an existing form, click the Edit button provided next to each form in the grid to display the Form Editor page.

Search Forms

Forms are searched by their names. To search the required form, enter any name word of the Form Name. The search results is displayed by refreshing the list to display the searched form.

Reference Forms provide a means to create a single form that can be reused and referenced as standalone forms for Application Provisioning Policy Form, Role Provisioning Policy Form, and Workflow Form.

Create Forms

To create a new policy form, click Add Policy under the Provisioning Policies tab to display the Forms window. Click Create Policy Form to display the Provisioning Policy Editor page.

On saving the newly created policy, the provisioning policies are updated.

Referencing Forms

Note: The Existing Forms lists only contain the reference forms of the type associated with the policy type you are viewing, application, role, or workflow. If you are not seeing forms in the list, ensure that the forms you are looking for have the correct type set on the gear > Global Settings > Forms page.

Form referencing is done by using the form name. To reference a form, click Add Policy under the Account Provisioning Policies tab to display the Forms window. Click Reference Policy Form to display the list of application provisioning policy forms from the central location on the Existing Forms page.

Edit Reference Forms

Click the policy name to display an option to Create a Form or Change Reference Policy Form button to edit an existing reference form.

• Click Create Policy Form to display the Provisioning Policy Editor page. On saving the newly created policy, the reference provisioning policies are removed and policy is updated with newly created form.

• Click Change Reference Policy Form to display a list of application provisioning forms.