Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Documentation Updates
• Conventions

1 Overview

• 1.1 Accessing Administrative and User Console Customization Files

2 Customizing General Page Layout

• 2.1 Overview of Page Layout Customization
• 2.2 Files to Modify
• 2.3 Example of How to Customize Your General Page Layout

3 Customizing Text

• 3.1 Files to Modify
• 3.2 Customizing Descriptive Text and Labels

4 Customizing Colors, Fonts and Alignment

• 4.1 Files to Modify
• 4.2 Customizing the Appearance of Administrative and User Console

5 Customizing Logos

• 5.1 Files to Modify
• 5.2 Replacing the Product Logo
• 5.3 Inserting the Company Logo

6 Customizing Self-Registration, User Profile Management, and Service Accounts

• 6.1 Files to Modify
• 6.2 Customizing Self-Registration Options
  • 6.2.1 Specifying Whether Self-Registration is Allowed
  • 6.2.2 Defining Custom Fields for the User Information Pages
  • 6.2.3 Defining the User Self-Registration Page
  • 6.2.4 Specifying Whether Approvals are Required for Self-Registration
• 6.3 Customizing Self-Initiated Profile Management Options
  • 6.3.1 Specifying Fields that Users May Edit in Their Profiles
  • 6.3.2 Specifying Whether Approvals Are Required for User-initiated Profile Changes
  • 6.3.3 Specifying the Fields That the Approver May Edit or Override
• 6.4 Customizing Service Accounts
  • 6.4.1 Service Account Behavior
  • 6.4.2 Converting Accounts
  • 6.4.3 Service Account Alerts
  • 6.4.4 Moving Service Accounts
  • 6.4.5 Service Account Flag APIs

7 Customizing Field Functionality

• 7.1 About the FormMetaData.xml File
• 7.2 Defining a New Field
• 7.3 Files to Modify
• 7.4 Setting Field Configuration
  • 7.4.1 For Fields in the User Detail, Create User, and Edit User Pages
  • 7.4.2 For Fields in the User Self Registration, Create User Request, and Modify Account Profile Pages
  • 7.4.3 Example: Setting the User ID Field on the Create User Request Page

8 Customizing Menus

9 Customizing Group Menu Item Access

• 9.1 Setting Menu Items for Groups
• 9.2 Creating New Menu Items for Groups
• 9.3 Assigning a Menu Item to a Group
• 9.4 Removing a Menu Item from a User Group
• 9.5 Renaming a Menu Item

10 Customizing Search Pages

• 10.1 Customizing Drop-Down Menu Item Content
• 10.2 Customizing the Number of Drop-down Menu Items and Search Results

A Customizing the Workflow Designer

Index