RapidIdentity Product Guide: New UI

Create a Workflow Form

Some Workflow Actions will require a Form to request or override values during an Entitlement request. In most cases, it will be necessary to configure the form before any actions can refer to them.

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  1. Give the form a name and optional description, then click Add Form Item to further define the form fields.

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  2. Select the desired form item from the subsequent list and provide details as requested. The form items are as follows:

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    Note

    The Visibility Per Step tab allows you to define the workflow steps on which this form item will be visible, editable, and/or required.

Checkbox

The checkbox feature allows administrators to add a binary choice for user input.

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Table 48. Checkbox Form Item Fields

Field

Description

Display Name

Enter a name to display above the form field

ID

Enter a unique identifier for this form field. This identifier must be unique within the workflow

Description

Enter an optional description for this form field

Hide Values from Recipient

Enable this to disable the field value from being visible to the user within the form (used to obscure sensitive information)



Date Picker

The Date Picker provides a field where a user can choose a date.

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Table 49. Date Picker Form Item Fields

Field

Description

Display Name

Enter a display name (generally "Date") to appear above the field

ID

Enter a unique identifier for this form field. This identifier must be unique within the workflow

Description

Enter an optional description for this form field

Hide Values from Recipient

Enable this to disable the field value from being visible to the user within the form (used to obscure sensitive information)



Dropdown

The Dropdown field provides a list of options that the user can select from. Administrators can define the viewable options and associate them with system values within the workflow.

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Table 50. Dropdown Form Item Fields

Field

Description

Display Name

Enter an item name that will display above the field in the request

ID

Enter a unique identifier for this form field. This identifier must be unique within the workflow

Description

Enter an optional description for this form field

Hide Values from Recipient

Enable this to disable the field value from being visible to the user within the form (used to obscure sensitive information)

Dropdown Options

Click Add Another Dropdown Option to activate new fields that will be used to define the options the user selects from



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Table 51. Add Another Dropdown Option Fields

Field

Description

Name

Insert the label to be displayed to the user during an Entitlement request

Value

Enter the unique value for this label to be used by RapidIdentity



File Attachment

The File Attachment option allows users to upload a required file to complete or respond to the entitlement. Files are uploaded into the server's clustered file system, and anyone who can see the form values for a particular entitlement would have access to the associated files.

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Table 52. File Attachment Form Item Fields

Fields

Description

Display Name

Enter a name to display above the form field

ID

Enter a unique identifier for this form field. This identifier must be unique within the workflow

Description

Enter an optional description for this form field

Hide Values from Recipient

Enable this to disable the field value from being visible to the user within the form (used to obscure sensitive information)



Input Field

The Input Field element provides users with a text field into which they can enter required data.

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Table 53. Input Field Form Item Fields

Field

Description

Display Name

Enter a name to display above the form field

ID

Enter a unique identifier for this form field. This identifier must be unique within the workflow

Description

Enter an optional description for this form field

Hide Values from Recipient

Enable this to disable the field value from being visible to the user within the form (used to obscure sensitive information)