16.3 Customize the Views

Enables you to configure the items displayed on the Users page for the selected client. You can also specify general settings for notifications and request forms.

To customize the views, select the client, then Customization.

16.3.1 General Settings

The General settings specify how the client responds upon user login and when the user initiates forms.

Notification Expiry

Specifies the number of days before a task or role expires that the application begins displaying a notification when the user logs in.

Enable Task Bulk Approval

Allows the client users to approve or deny multiple requests at a time.

Disable Implicit Claim of Task

Specifies whether it is mandatory for the user to claim a task before approving or denying it. By default, this flag is set as false; user can approve or deny the task without claiming it. If you set this flag as true, user must claim the task explicitly. In this case, the approval and deny options are not displayed until the task is claimed by a user. The functioning of Disable Implicit Claim of Task option also applies to bulk approval of tasks.

Set Availability while creating a Delegation Assignment

Specifies whether the application displays options for providing the availability details when the user creates a delegation. When selected, the application displays the availability options at the same time when the delegation is created. If you want to create delegation and specify availability details in separate actions, do not select this option.

Show Add Workflow in Roles Page

Enabling this setting displays the Add Workflow action in the Roles Page. By default, it is enabled.

Show Add Workflow in Resources Page

Enabling this setting displays the Add Workflow action in the Resources Page. By default, it is enabled.

Feedback Message Span

Specifies the period for a information message to appear on the page.

Identity Governance URL

Specifies the Identity Governance URL.

Managers Hierarchy

Specifies the manager’s hierarchy. This helps the helpdesk users to reassign the helpdesk tickets to the managers of the specified level. You can set the hierarchy up to 3.

Organization Chart separator for multi-valued attributes

Specifies the character or symbol that the application will use to separate values when displaying a multi-valued attribute for an entity (user or custom) in the Organization Chart page. By default, comma is used.

Enable Eager Search Results in Roles and Resources Page

Enable this option to display the roles in the Roles page and the resources in the Resources page. By default, this option is enabled. Disabling this option will not display the roles and resources when the Roles and the Resources pages are loaded.

Organization Chart hierarchy depth

Specifies the maximum depth of the organization chart that the application can display for a user relationship in the Organization Chart page. An organization chart hierarchy depth of 3, for example will display the hierarchy of a user up to level 3 from the root user for a given relationship.

Notification Interval

Specifies the time interval at which the application calls the notifyService API to retrieve the information on any new task, role, or resource assigned to the logged-in user, then notify the user on the Dashboard. The default value of this setting is 120000 milliseconds (2 minutes).

16.3.2 User Settings

The User settings enable you to configure the attributes displayed in the Users page for the selected client.

Card View

Represents the attributes that you want the application to display by default when the user selects Card View in the Users page.

Other Attributes

Represents additional attributes that provide details about a selected user.

Editable Attributes

Represents the attributes that can be modified for a user’s details. For most attributes, you can also enter text to serve as default values or examples to aid in new user creation, as desired.

User Default Photo

Represents the image that you want the application to display by default when you enable the image toggle button in the Card View on Users page.

User Search Lookup Attribute

Represents the attributes that users can define when searching for a user entity. It applies to the fields that use the DN Lookup widget in Identity Applications Dashboard.

User Search Default Attribute

Represents the attributes that users can define when searching for a user or filtering search results in the Users page.

User General Settings

Represents the default container for storing users and how the application responds when displaying search results.

  • Base Container

    Specifies the container in the Identity Vault that stores a newly created user.

    When creating a user, you can see this value but cannot modify it. This limitation ensures that all users are stored in the same container for that client.

  • User List Container

    Specifies the container in the Identity Vault that you want the application to use for listing users in the Users page.

  • User Profile Entity

    Specifies the entity that the application will display in the My Profile page. By default, the user entity is displayed.

  • Show All Permissions

    Enable this setting to list all permissions assigned to the user on the Permissions page. This include permissions directly assigned to the user and those assigned indirectly through groups or containers. By default, this settings is disabled, allowing the user to see the list of direct assigned permissions only.

  • User Search Limit

    Specifies the maximum number of users that the application can list as a result of a user search.

  • Default Organization Chart Relationship

    Specifies the relationship that the application will display by default in the Organization Chart page. By default, it is set as Manager-Employee.

    In addition to the default relationships provided with Identity Applications installation package, the administrator can also create custom relationship in the Directory Abstraction Layer using the Designer. For more information see Administrators Guide to Designing the Identity Applications.

  • View Permissions Type

    Enable the permission types such as Roles, Resources, and PRD. This allows your client users to view or request the permission types that are selected.

    By default, all the permission types are enabled.

16.3.3 Entity Settings

You can configure the entities that are added to Identity Applications through Designer.

  1. (Conditional) To configure an entity, Click +

  2. (Conditional) If you want to modify the settings for a configured entity, select the required entity from the Navigation items list.

  3. Specify the following details:

    View Attributes

    Drag and drop the required attributes into Selected Attributes from Available Attributes.

    These attributes are displayed when you select this entity from the Entities menu.

    Editable Attributes

    Specify the attributes that can be modified for an entity.

    You can specify one or more editable attributes.

    Search Attribute

    Specify the attributes to search records for an entity.

    You can specify one or more search attributes.

    Base Container

    Specify the container where you want to store the objects created for this entity.

    For example,

    If you select data > group container to the group entity, the groups created using this entity will be stored under group container.

    Default Organization Chart Relationship

    Specify the relationship that will be displayed in the organization chart page for this entity.

    Organization Chart View

    Drag and drop the required attributes into Primary Attributes and Secondary Attributes from Attributes field.

    These attributes are displayed when you want to view the organization chart for this entity under the Entities menu.

    Display Attributes for Organization Chart Search

    Specify the display attributes for organization chart search results. A maximum of two attributes are allowed for selection.

    Organization Chart Photo

    Specify the attribute whose value will be used to display the image for this entity in the organization chart under the Entities menu. If an attribute has multiple values, the first value is selected for display by default.

  4. Click Save.