6.2 About the Forms Tab

You use the Forms tab of the provisioning request definition editor to define the appearance and behavior of your request and approval forms. The Forms page contains two sections: Form Selection and Form Controls.

6.2.1 About Form Selection

Use the Form Selection section to create, delete, or preview a form, or to create a form template.

Figure 6-3 Form Selection

The Form Selection toolbar contains these options:

Table 6-1 Form Selection Toolbar Options

Button

Description

Click to launch the New Form wizard.

Click to delete an existing form.

Click to save the form as a template. You can then base other forms on this template. Forms are saved as XML documents in the project directory.

Templates are available only within the project in which you create them.

Click to preview the form.

Request

Select to access or create the request form.

Approval

Select to access or create an approval form.

Form ID

A name to identify the form. This name is used only within the design environment.

If you create a provisioning request definition from an existing template, and the template has forms associated with it, the Form Selection section displays them. You can modify the form instance using the Form Controls section.

6.2.2 About Form Controls

Use the Form Controls section to define or modify the form’s appearance and behavior. Use the Fields tab to add, delete, and change the data type, control type, and layout order of the controls on the form.

Figure 6-4 Fields Tab

Define the actions the user can perform on the form in the Actions tab, shown below. Use the Actions toolbar to add, delete, and change the actions and layout order of the actions on the form.

Figure 6-5 Actions Tab