Form designer interface

Use the work areas in the form designer to design custom forms on form templates, tabs, and attributes.

The form designer interface has these work areas:

Menu and toolbar buttons

Use the menu bar and toolbar buttons to work on form templates, tabs, and attributes. Place the mouse cursor over a toolbar button to view its function or action. You can also select some of these actions from a menu when you right-click an attribute. The following menu items and toolbar buttons are available:

Table 1. Form designer menu and toolbar buttons
Menu bar	Menu item	Toolbar button	Action
Click Form to open, save, or reset a form template to the last saved design.	Open Form Template		Opens the form template from the form category folders.
	Save Form Template		Saves the form template that is currently open.
	Reset Form Template	None	Resets the form template to the last saved design.
Click Tab to add, rename, delete, or shift a tab left or right in the interface. Tabs are shown in the Template Attributes work area of the form designer. The tab names in the form designer correspond to the tab names in the resulting notebook forms in the Identity Manager interface.	Add Tab		Adds a container for grouping form elements.
	Rename Tab	None	Renames an existing tab container.
	Delete Tab		Deletes an existing tab from the form template.
	Shift Tab Left		Shifts an existing tab container to the left.
	Shift Tab Right		Shifts an existing tab container to the right.
Click Attribute to edit, delete, move an attribute up or down in the interface, or change the control type of an attribute. Attributes are shown in the Template Attributes work area of the form designer.	Edit Attribute	None	You can edit and configure an attribute.
	Delete Attribute		Removes an attribute from a form template.
	Move Up Attribute		Repositions the attribute up 1 space in the attribute list of the form template.
	Move Down Attribute		Repositions the attribute down 1 space in the attribute list of the form template.
	Change To	None	You can change the selected attribute control type to a newly selected control type. Possible control types are: CheckBox Date DropDown Box Editable Text List ListBox LoginHours Password Password Popup Search Control Search Match SubForm TextArea TextField UMask
Click View to select various interface viewing options, such as floating work areas or viewing the source of the form template.	Float Attribute List		Moves the attribute list from the form designer to a floating pop-up window.
	Float Property		Moves the property list from the form designer to a floating pop-up window.
	View Source		Opens a pop-up window that shows the XML source for the form template.
Click Theme to select an interface theme for the form designer.	Default Theme	None	Applies the default menu theme to the form designer interface.
	High Contrast, Big Font Theme	None	Applies a large font and high contrast colors to the form designer interface.
	High Contrast Theme	None	Applies high contrast colors to the form designer interface.

Categories

Use the left pane of the form designer to select a category, such as Account, Organization, or Service. Each form category has associated object profiles that represent system entities. Each object profile is associated with a form template.

Double-click a category folder to expand the list of available form templates for that category. Loading the list of form templates might take some time. The list of form templates for some categories varies, depending on service types.

Double-click a form template to open it.

Template Attributes

Use the middle pane of the form designer to view and change the active attributes for a selected form template. Right-click the attribute to show the available actions for that attribute. Possible actions are:

Change To
Move To Tab
Rename Tab
Move Up Attribute
Move Down Attribute
Edit Attribute
Delete Attribute

For example, a Service form template has a $servicename attribute. To change the control type that is associated with an attribute, right-click the attribute and select Change To from the list. Then, select the control type that you want to use.

Attribute List

Use this list to view all of the attributes for the selected object that are not currently included on the form. You can sort the list in ascending or descending order. You can also add attributes from this list to the list of active template attributes. For example, an Organization object has additional attributes, such as $postalcode, which you might add to the list of active template attributes.

Properties

Contains Format and Constraint tabs, which specify data type and other parameters for a specific attribute. For example, the data type for a $servicename attribute is Directory String, and it is a required attribute.