Manage Identification Forms

"Identification Forms" are the input forms that eControl operators will use to view and update user identification information. eControl provides two default identification forms:

• eDirectory - for assigned user accounts in any connected eDirectory tree
• Active Directory - for assigned user accounts in any connected Active Directory Domain

Table of contents

• Manage Identification Forms
  • Modify Identification Forms
• Manage Category Headers
  • Add a New Category Header
  • Modify Existing Category Headers
  • Remove a Category Header
  • Modify Header Details
• Manage Information Fields
  • Add a New Information Field
  • Use Copy to Add a New Information Field
  • Manage Existing Information Fields
  • Modify Information Field Details

Manage Identification Forms

eControl provides the ability to modify the existing default identification forms which includes:

• the ability to add, modify and remove category headings.
• the ability to add, modify and remove information fields.

Modify Identification Forms

The steps to manage an identification form are:

1. In the "Self-service" page of the "Administration" panel click the Manage Identification Forms button.
2. Select the desired "Identification Form" from the drop-down list.
3. Make the desired changes.
4. Click the Preview Form to view any changes.
5. Click the Save button to save any changes.
6. In the "Manage" page of the "Administration" panel click the Apply New Settings button to enforce changes.

Manage Category Headers

Category headers are used to collect similar fields together and present them in the web form provided to each user and are displayed as the "red book" container object below the form folder name in the "Field Collections" pane.

Add a New Category Header

1. In the "Field Collections" pane of the "Manage Identification Forms" window, right-click the form folder and choose New Header.
2. In the "Add Header" window provide the name for the new category header and click the Add button.

The new header category will be added to the bottom of the category header list.

Modify Existing Category Headers

An administrator can:

• Right-click a header and select:
  • Create a new field
  • Move the header up or down
  • Remove the header

Remove a Category Header

If a category header that contains data fields is removed, those data fields are permanently removed from the form.

1. Right-click the category header and select Remove.
2. In the warning window click the OK button.

Modify Header Details

Details for each header are contained in the "Details" pane. An administrator can:

• Modify the header name
• Enable or disable the display of the header. (If selected the header will not display in the form, but the data fields will append the the category header immediately above the current header.)
• Enable or disable the entire Header Category. (If selected, the header and the fields for the category will not display in the form.)

Once categroy header details are changed:

1. Click the Update button to save the changes
2. Click the Preview Form button to preview any changes

Manage Information Fields

Information fields are used to display and collect information that is stored against each user's record in the Directory. Information fields are contained in the desired category heading.

Add a New Information Field

To add a new field to an existing identification form:

1. Select the desired "Identification Form" from the drop-down list.
2. In the "Field Collections" pane of the "Manage Identificatioon Forms" window, right-click the desired categroy heading and choose New Field.
3. In the "Add Field" window:
   • Provide the name for the new field.
   • Provide the correct corresponding LDAP attribute name.
   • Select the desired field type from the drop-down list.
   • Click the Add button.

The new field will be added to the bottom of the parent category header.

Use Copy to Add a New Information Field

A new information field can also be created by copying an existing field and then editing the copy.

1. Right-click an existing information field and select Copy.
2. Select the "Copy of" field in the "Field Collections" pane and edit the following in the "Details" pane:
   • Change the "Label text:" to the desired display name of information field.
   • Change the "Attribute name:" to use the correct corresponding LDAP attribute name.
   • Change any other details as required.
3. Click the Update button to save the changes.
4. (Optional) Click the Preview Form to view the web form.

Manage Existing Information Fields

An administrator can:

• Right-click a information field in the "Field Collections" pane and select:
  • Copy
  • Move the information field up or down
  • Remove the information field

Modify Information Field Details

Details for each information field are contained in the "Details" pane. An administrator can:

1. Select the desired information field in the "Field Collections" pane.
2. Modify any of the "Details" of the information field as required.
3. Click the Update button to save changes.
4. Click the Preview Form to view the changes.
5. Click the Save button to save changes to the self-service form.

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