7 Managing Forms

You can use Form Designer in Oracle Identity System Administration to create and manage forms.

This section contains the following topics:

Note:

Before you start performing the procedures described in this section, it is recommended that you review the "Managing Sandboxes" section of Oracle Fusion Middleware Developer's Guide for Oracle Identity Manager.

7.1 Creating Forms By Using the Form Designer

To create forms by using the Form Designer:

  1. Login to Oracle Identity System Administration.

  2. Create and activate a sandbox. A warning message is displayed if no sandbox is activated. For detailed instructions on creating and activating a sandbox, see the "Managing Sandboxes" section of Oracle Fusion Middleware Developer's Guide for Oracle Identity Manager.

  3. In the left pane, under Configuration, click Form Designer. The Form Designer page is displayed.

  4. From the Actions menu, select Create. Alternatively, click Create on the toolbar. The Create Form page is displayed.

  5. In the Resource Type field, specify a resource object with which you want to associate the form. To do so:

    1. Click the lookup icon next to the Name field. The Search and Select: Name dialog box is displayed.

    2. In the Name field, enter the name of the resource object you want to search. You can leave this field blank if you want to display all resource objects.

    3. Click Search. The resource objects that match the search condition are displayed.

    4. Select the resource object that you want to associate with the form, and click OK. The resource object name is displayed in the Name field of the Create Form page.

  6. In the Form Name field, enter a form name.

  7. In the Available form fields section, a list of form field names along with description and Display Name are displayed. These fields are available for the form you are creating. For each available form field, you can select the Bulk Update option. Selecting this option makes the form field available for updating the entities in bulk.

  8. (Optional) By default, the Parent Form + Child Tables (Master/Detail) option is selected. You can select a different Form Type option.

  9. (Optional) Select the Generate Entitlement Forms option if you want to associate the new form with the entitlements. Using this form, users can provide additional information that might help an approver during the approval process. The following is a sample screenshot:

    Surrounding text describes ent_gen_form.gif.

    Note:

    The Generate Entitlement Forms option is displayed only for complex entitlements. A complex entitlement is represented by child object having at least two attributes, one of them marked as Entitlement attribute.
  10. Click Create. A message is displayed stating that the form is created.

  11. If required, you can export the sandbox to store all the changes made in your sandbox. For detailed instructions on exporting a sandbox, see the "Managing Sandboxes" section of Oracle Fusion Middleware Developer's Guide for Oracle Identity Manager.

  12. Publish the sandbox. For detailed instructions on publishing a sandbox, see the "Managing Sandboxes" section of Oracle Fusion Middleware Developer's Guide for Oracle Identity Manager.

7.2 Searching Forms By Using the Form Designer

To search forms by using the Form Designer:

  1. In Oracle Identity System Administration, under Configuration, click Form Designer. The Form Designer page is displayed.

  2. From the Resource Type list, select the type of resource object associated with the form.

  3. Click Search. The forms that match your search condition are displayed. For each form, the search result displays the form name, form type, and resource type.

7.3 Modifying Forms By Using the Form Designer

To modify a form by using the Form Designer:

  1. Create and activate a sandbox. A warning message is displayed if no sandbox is activated. For detailed instructions on creating and activating a sandbox, see the "Managing Sandboxes" section of Oracle Fusion Middleware Developer's Guide for Oracle Identity Manager.

  2. In the Form Designer page, search for the form you want to modify.

  3. In the Search Results table, select the form you want to modify.

  4. From the Actions menu, select Open. Alternatively, click Open on the toolbar. Otherwise, click the form name in the search results table.

    The Manage Form page displays the form attributes in the Object Information section. The Standard and Custom sections list the standard and custom fields of the form. You can edit the standard fields, and create and edit custom fields in these sections.

  5. (Optional) If you want to associate a form with the entitlements, then you can regenerate the form to allow users to provide additional information that might help the approver during the approval process. To do so, click Regenerate View. In the Regenerate View popup window, select the Generate Entitlement Forms checkbox, as shown in the following sample screenshot.

    Note:

    • If you have upgraded Oracle Identity Manager to release 11.1.2.2.0, then you must regenerate all the forms to use this feature.

    • The Generate Entitlement Forms option is displayed only for complex entitlements. A complex entitlement is represented by child object having at least two attributes, one of them marked as Entitlement attribute.

    Surrounding text describes ent_mod_form.gif.

    Table 7-1 lists the options in the Regenerate View popup window.

    Table 7-1 Options in the Regenerate View Window

    Option Description

    Parent Form + Child Tables (Master/Detail)

    Selecting this option generates the appropriate account form. The account form includes all multi-valued attributes irrespective of whether the forms represent an entitlement or not.

    Parent Form (Master)

    Selecting this option generates the appropriate account form. The account form does not include any multi-valued attributes.

    Parent Form + Child Tables for Non Entitlement (Master/Detail)

    Selecting this option generates the appropriate account form. The account form includes all multi-valued attributes that do not represent an entitlement.

    Generate Entitlement Forms

    Selecting this checkbox generates the appropriate Entitlement forms. The entitlement form is generated only if the multi-valued attribute that represent an entitlement is complex. If the multi-valued attribute that represent an entitlement is scalar, then no form is generated.


  6. If required, you can export the sandbox to store all the changes made in your sandbox. For detailed instructions on exporting a sandbox, see the "Managing Sandboxes" section of Oracle Fusion Middleware Developer's Guide for Oracle Identity Manager.

  7. Publish the sandbox. For detailed instructions on publishing a sandbox, see the "Managing Sandboxes" section of Oracle Fusion Middleware Developer's Guide for Oracle Identity Manager.

    See Also:

    "Configuring Custom Attributes" for information about creating and modifying custom fields or user-defined fields (UDFs)

7.3.1 Removing or Hiding Form Attributes

To remove or hide a form attribute in Oracle Identity Self Service:

  1. Log in to Oracle Identity Self Service.

  2. Create and activate a sandbox. For detailed instructions on creating and activating a sandbox, see the "Managing Sandboxes" section of Oracle Fusion Middleware Developer's Guide for Oracle Identity Manager.

  3. In the left pane, under Requests, click Catalog. The Catalog page is displayed.

  4. Search for and select the application instance whose resource form page must be updated, and the click Add to Cart.

  5. Click Checkout.

  6. On the Cart Details page, under the Details section, the application instance form and its attributes are displayed.

  7. Click Customize to open WebCenter Composer. The page opens in customization mode.

  8. From the View menu at the upper left corner of the page, select Source. The object tree is displayed.

  9. If you want to delete a form attribute, select the UI component and click the delete icon in the Composer panel at the top of the page.

    If you want to hide a form attribute, click Edit. Then, select the UI component and set the Visible property to false.

  10. Click Close to leave customization mode.

  11. If required, you can export the sandbox to move the change from the test to production environment. For detailed instructions on exporting a sandbox, see the "Managing Sandboxes" section of Oracle Fusion Middleware Developer's Guide for Oracle Identity Manager.

  12. Publish the sandbox. For detailed instructions on publishing a sandbox, see the "Managing Sandboxes" section of Oracle Fusion Middleware Developer's Guide for Oracle Identity Manager.