Creating a Service Signup Wizard

Instance administrators can create a Service Signup Wizard that users must complete before new workspace requests are submitted.

When users request a new workspace, administrators can create a wizard that requires the user provide a justification, accept an agreement, or optionally respond to survey questions. In addition, administrators can specify whether to support Productivity App Only workspaces, define blocked email domains and provide a message that displays when a user enters an email address containing a blocked domain, and create a custom success message.

See Also: Viewing the Signup Survey Report

Defining a Service Signup Wizard

Instance administrators define a Service Signup Wizard on the Service Signup Wizard page.

When users request a new workspace, administrators can create a wizard that requires the user provide a justification, accept an agreement, or optionally respond to survey questions. In addition, administrators can specify whether to support Productivity App Only workspaces, define blocked email domains and provide a message that displays when a user enters an email address containing a blocked domain, and create a custom success message.

To define a New Service Signup Wizard:

  1. Sign in to Oracle APEX Administration Services.

  2. Click Manage Instance.

  3. Under Self Service Sign Up, click Manage New Service Signup Wizard.

  4. Under Options:

    1. Enable Schema Selection - Determines whether the user is prompted for the database schema information or whether the schema is defaulted.

    2. Require Justification - Determines whether to prompt the user for a justification for creating the workspace.

    3. Enable Agreement - Determines whether to include or exclude an agreement. Select Yes to display an agreement.

    4. Agreement Text - Enter the text of the agreement.

    5. Request Success Message - Message to be shown to the user when they get to the Workspace Request successful page. This message replaces the standard message provided.

  5. Under Survey Questions:

    1. Enable Survey - Determines whether to include or exclude the survey. Select Yes to display the survey questions you define during the New Service Signup Wizard.

    2. Questions - Each question can have any number of answers. Enter all answers for each question in one field, delimited by a new line.

    3. Pre Text - Enter introductory text.

    4. Post Text - Enter closing text.

  6. Click Apply Changes.

Configuring Service Signup Wizard Email Restrictions

Instance administrators can add restrictions for email patterns used to auto (or self provision) a workspace.

To add restrictions for email patterns:

  1. Sign in to Oracle APEX Administration Services.

  2. Click Manage Instance.

  3. Under Self Service Sign Up, click Configure Email Restrictions.

  4. Click Add Pattern.

  5. On Email Pattern:

    1. Pattern - Enter a block pattern using the following format:

      %@example.com

      This pattern prevents auto provisioning of a workspace for an email address using the listed pattern.

    2. Comments - Enter a description for this pattern.

  6. Click Add Pattern.

Running a New Service Signup Wizard

Instance administrators can run the Signup Wizard by clicking Run New Service Signup Wizard on the Manage Instance page.

To run a new Service Signup Wizard:

  1. Sign in to Administration Services.

  2. Click Manage Instance.

  3. Under Self Service Sign Up, click Run New Service Signup Wizard.

  4. Follow the on-screen instructions.