The need for custom request forms in the Provisioning process.
As applications and services become more advanced, the user information and specific requirements for access can become equally complex.
Unlike many typical applications, which might only need an email and possibly a name, many applications today will need to know geographical information, hardware specifications, private information, or some specific level of access.
Provisioning a new user into an application with specific requirements often involves a lot of additional communication or documentation.
The Custom Form Solution
Custom Forms are a tool utilized inside IDHub, made to collect specific data related to Applications, Workflows, and Service Requests.
Each specific resource or application that requires unique data, needs a way to ensure that data is automatically collected quickly and appropriately.
The ability to completely customize access request forms allows IAM systems to acquire any number of specific pieces of information at the time of the request.
How are Custom Forms used?
When new applications are onboarded or edited, administrators can create and customize the forms used to generate those access requests.
Custom Application forms make the request process a breeze for requesters, as well as approvers.
The form collects all the information needed up front and helps eliminate wasted time during the provisioning process.
Custom Forms can also be used within workflows, requiring approvers to complete the form during the approval process.
The same goes for Service Requests. Forms can be attached to any Service Request, requiring the requester to complete the form fields during the request process.
Custom Forms drastically reduce the time to obtain any information needed to provision any user or application.
Building Access Forms
System Administrators create forms in a few steps from the "Custom Forms" page, located in the Admin Module.
Click on "Create Form," complete the required Basic Details, including the form's name, any keywords used to find the form, a description of the form, and the application or services.
Creating Custom Fields
The first step is to add any required groupings of questions related to the request. For example, groups can include personal information, HR information, hardware, or token information.
Form inputs types allow administrators to gather information in multiple ways, including; Text Fields, Text Areas, Date Fields, Dropdowns, user role selection, buttons, or even from existing fields on other forms.
To customize inputs further, users can elect to make fields; required, disabled with static text, add validation, or provide hint text to the inputs.