5.3 Creating Forms using the Form Builder

The Form Builder is launched by selecting the JSON Forms tab in the provisioning request definition editor. The JSON Forms Selection check box is selected by default in the Overview tab of the editor.

About Workflow Forms

To support the creation of workflows in Identity Applications, Designer has segregated the forms into 3 categories, Approval Forms, Request Forms, and Template Forms, under Workflow Forms. These forms are bundled by default and NetIQ recommends not to edit these forms. However, you can use these forms to create new forms. For more information see Creating New Forms Using Default Workflow Forms.

  • Approval Forms : These forms are used only for Approval activity.

    The following forms are available by default:

    • Approval Form

    • Resource Approval Form

    • Role Approval Form

    • SoD Conflict Approval Form

    • Help-desk Approval Form

  • Request Forms: These forms are used only for Request activity.

    The following forms are available by default:

    • Request Form

    • Resource Request Form

    • Role Request Form

    • Request Form Self Provision

    • Help-desk Request Form

  • Template Forms: These forms are used to design the Create Workflow Form. These forms are used for workflow wizard where it can be associated with template PRD's. You can directly access these forms without linking to PRD.

IMPORTANT:

  • When you select the JSON Forms option, Designer deletes all the forms associated with the PRDs and the data item mapping fields. This data cannot be retrieved once it is lost. To prevent the data loss, you must back up your workflows before selecting this tab.

  • When you deselect the JSON Forms option, all the form associations are removed from the PRDs. However, the forms are still available under Workflow Forms.

Perform the following actions to create a new JSON (Request, Approval or Template) form:

  1. In Workflow Forms, right-click Approval Forms, Request Forms, or Template Forms in the Outline view and click New.

    Figure 5-4 Create a New Form

  2. Enter the Form ID in the New Workflow Forms Wizard Page and click Finish.

    Figure 5-5 Workflow Forms Wizard

    The Form Builder is launched.

    Figure 5-6 Form Builder

  3. Perform the following actions to design or create a form:

    1. Click + and select the type of form.

    2. Click Create.

    3. Drag and drop the required components and save the changes made to the form.

      Based on the selected form type, some fields are automatically added to the form. You can remove or modify these fields as required. The form components that are placed on the form determine the appearance of the form. For more information, see NetIQ Identity Manager - User’s Guide to Form Builder.

  4. Associate the form with a workflow.

    Click the JSON Forms tab and select the FormID from the drop down menu against the Activity Name. The menu lists both the existing and the newly created forms.

    Figure 5-7 Associating forms with workflows

    Proceed with data item mapping to map the data. For more information, see Defining the Data Item Mappings.

    For a detailed description of the elements used in the new Form Builder, see the NetIQ Identity Manager - User’s Guide to Form Builder. This document also provides common use cases to help you explore the features of the new Form Builder.

    NOTE:

    • The forms created in the Form Builder are rendered through the Form Renderer. The Form Renderer provides a better look and feel to the forms in the Identity Applications user interface. Identity Applications continues to render the legacy forms in the Dojo framework. Currently, you cannot render a legacy form in the Form Renderer.

    • The Workflow Forms and Provisioning Request Definition are separate containers. If you want to import a new PRD containing the Workflow forms, you should import the PRD under the User Application driver in the Provisioning view

Creating New Forms Using Default Workflow Forms

  1. Navigate to the required Workflow Form container. For example, Request Forms.

  2. Right-click the required default form and click Copy.

    Figure 5-8 Copying JSON Form

  3. Right-click the container you want the copied form to be placed and click Paste.

    Figure 5-9 Pasting JSON Form

    IMPORTANT:Ensure to paste the forms in the respective container only.

  4. Double-click the copied form to make changes as required.

  5. Click Save.