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HelloID

Automatically import a pre-defined delegated form

Note

Prerequisite: Generate an API key

  1. Go to Delegation > Delegated Forms.

  2. Click Import External Template.

  3. All Pre-defined forms are displayed. For the one you want to import, click Import.

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    For this example, we'll import the Active Directory - Create user delegated form. It comes from the HelloID-Conn-SA-Full-AD-AccountCreate repository.

  4. The all-in-one PowerShell creation script (createform.ps1) is loaded into the left pane, and the repository's readme is loaded into the right pane.

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  5. Customize the variables in the #HelloID variables section of the script.

    For this example, we only need to customize two variables: $delegatedFormAccessGroupNames and $delegatedFormCategories:

    Table 1. Connection details

    Variable

    Description

    Example

    $delegatedFormAccessGroupName

    Array of names of local HelloID Groups which will have access to this delegated form

    @("Users")

    $delegatedFormCategories

    Array of HelloID Delegated form categories in which this form will be placed.

    @("User Management","Active Directory")



    Tip

    As long as you have generated an API key, you do not need to change the $portalUrl, $apiKey, and $apiSecret variables from their default values.

  6. Click Execute.

  7. The script automatically creates & configures the needed dynamic form, data sources, tasks, variables, and delegated form.

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  8. Click Finish.

  9. Grant a group access to a form for each of your Groups who should have access.

A delegated form is available to users who have the Servicedesk right (see Rights) and are members of a group attached to the form. See Servicedesk for instructions on accessing a delegated form.

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