HelloID

For the relevant dynamic form or delegated form, Edit a dynamic form or Edit a delegated form.

For the relevant form element, click Edit Form Element.

Enable the Use Data Source toggle.

Click Configure Datasource.

Select Native as the Type, and HelloID Users as the Subtype.

Click Save.

HelloID takes us back to the Edit Form Field dialog.

Select a Value Field and a Text Field.

The Value Field dropdown represents the actual data value which will be submitted, whereas the Text Field dropdown represents the label that will be shown to the end user.

For this example, we'll select immutableId and userName, respectively.

In the Scope field, select which group's users will be in-scope of this data source. For details instructions, see User scope filters.

Click Update Field to close the dialog box.

Click Save to save your form.

For the relevant dynamic form or delegated form, Edit a dynamic form or Edit a delegated form.

For the relevant form element, click Edit Form Element.

Enable the Use Data Source toggle.

Click Configure Datasource.

Select Native as the Type, and HelloID Groups as the Subtype.

Click Save.

HelloID takes us back to the Edit Form Field dialog.

Select a Value Field and a Text Field.

The Value Field dropdown represents the actual data value which will be submitted, whereas the Text Field dropdown represents the label that will be shown to the end user.

For this example, we'll select immutableId and name, respectively.

Optional: Pre-filter the groups which will be populated into the attached form element by entering a filter Name. Prepend and/or append * as a wildcard.

For this example, we'll enter DEPGRP*:

This will filter by groups which begin with DEPGRP. For this example, it will return 2 groups: DEPGRP_ENG and DEPGRP_HR.

Click Update Field to close the dialog box.

Click Save to save your form.