Security Guide for Siebel Business Applications > User Administration > Managing Forgotten Passwords >

Modifying Workflow Process to Request Different Identification Data


The data requested from the user in the User Information form is compared with data in existing user records to locate a unique database record. If you want to compare different data than those compared in the seed User Registration Forgot Password Process workflow process, you must do the following tasks:

  • Modify the user interface
  • Modify User Registration Forgot Password Process input arguments

Modifying the User Interface for User Registration

To add or delete a field in the User Information form, you must use Siebel Tools to modify its underlying applet. The following procedure is intended to list the major steps you must perform to add or delete a field in the User Information form. For detailed information about performing any step, see Configuring Siebel Business Applications.

To add or delete a field in the User Information form

  1. Open Siebel Tools.
  2. Lock the User Registration project.
  3. If you are adding a field, determine what field to add. Add to both the VBC User Registration virtual business component and the User Registration business component the field that corresponds to the field you want to add. Use the same names for these fields.

    For more information, see Modifying Self-Registration Views and Workflows.

    1. In the Object Explorer, click Business Component.
    2. In the Business Components list, query or scroll to select the User Registration business component.
    3. In the Object Explorer, expand Business Component, then click its Field child item.
    4. In the Fields list, add the field you need for this business component.
    5. Repeat this process for the VBC User Registration virtual business component.
  4. Configure the applet VBC User Registration Initial Form Applet to expose or hide the field.
    1. In the Object Explorer, click Applet.
    2. In the Applets list, query or scroll to select the applet VBC User Registration Initial Form Applet.
    3. In the Object Editor, expand Applet, then click its Control child item.
    4. In the Controls list:
      • If you want to hide a field, select its record in the Controls list and check its Inactive field.
      • If you want to add a field, add a new record in the Controls list. Complete only the fields listed. Use the indicated guidelines.
        Field
        Guideline

        Name

        Enter a name for this field, such as City

        Caption

        Enter the caption you want for this field in the user interface, such as City

        Field

        Enter the field that you determined in Step 3, such as City

        HTML Display Mode

        Delete the default value, so the field is empty

        HTML Row Sensitive

        Check

        HTML Type

        Pick Text

        Sort

        Check

        Text Alignment

        Pick an alignment

        Visible

        Check

        Visible - Language Override

        Enter Y

  5. Configure the appropriate applet Web template for VBC User Registration Initial Form Applet to display or hide the field.
  6. Recompile the Siebel repository file and unlock the User Registration project.

To remove a field from the self-registration user interface, you do not have to delete the field from the applet in which it appears. Instead, configure the applet so that the field is not exposed.

For detailed information about configuring Web templates and applets, see Configuring Siebel Business Applications.

Modifying Input Arguments for the Workflow Process

In the Query User step of User Registration Forgot Password Process, you specify the input fields to the FindContact method in the User Registration business service that are used to find a matching user record. You must modify this step to add or delete an input field.

You make this change by modifying the input arguments for the Query User step for a revised copy of the User Registration Forgot Password Process workflow process, then activating this copy. When you create input arguments, enter the fields and values described in Table 21.

Table 21. Values for Input Arguments for Query User Step
Field
Guideline

Input Argument

Enter the name of the field in the User Registration business component that you noted in Step 3 of Modifying the User Interface for User Registration, such as City. This is the field in the existing user records with which the comparison is made.

Type

Pick Process Property.

Property Name

Pick the process property that corresponds to the field in the User Registration business component that you noted in Step 3 of Modifying the User Interface for User Registration, such as City. The process property has the same name as the field, by convention.

Property Data Type

This field automatically populates with the data type of the process property.

Security Guide for Siebel Business Applications