Configuring service forms

Users or service owners must complete a form when they request or revoke service access. Each form contains a number of fields that users or service owners must complete when they request or revoke service access. You can reorder the fields and sections, add new sections, and add or remove fields.

Procedure

  1. Click Edit Form for the form you want to edit, you can edit the following forms:
    • Request Access Form. Completed by a user when the user requests access to the service.
    • Revoke Access Form. Completed by a service owner when the service owner wants to remove a user's access to the service.
    Service Form Setup.
  2. Add a field:
    1. Click Add New > Add New Field.
    2. Select the attribute and field options to define the field.
    3. Click Save Changes to add the field.
  3. Add a section:
    1. Click Add New > Add New Section.
    2. Enter a Label, Subheading, and Header for the section.
      The label, subheading, and header are used to identify the section on the form.
    3. Click Add New Field to enter a new field in the section, select the attribute and field options to define the field.
    4. Click Save Changes to save the new section.
      You can add more fields to the section from the main Form Setup window.
  4. To change the order of a form and move a section or field to a new position, click and drag the field or section to the new position.
    Service Form Setup.
  5. Click Save Changes to save the form.