HelloID

Go to Self Service > Forms and click Edit for the relevant form.

For this example, we'll edit our Weather report form.

Click Edit Form Element to edit the form element that you want to populate via a PowerShell data source.

For this example, we'll edit the Multi Checkbox element on step 2 of our form.

Enable the Use Data Source toggle.

Click Configure Datasource.

Enter a Name and select a Type.

For this example, we'll name it Weather report PowerShell datasource and select PowerShell as the Type.

Click Next.

On the Data Source Input tab, create any input variables that your PowerShell script needs. Typically, this is only necessary when your script needs to read the states of other elements on the same form.

For this example, we'll create one Required input variable named tempUnit. (We will ultimately feed the output of our Temperature unit dropdown into this variable.)

Click Next.

We can choose to get any code snippet from our code snippet library or start with an default script. In our case we are starting with the default script.

Click Set Default Script to populate the task with a default script template.

The key points about the script template are as follows. Examples are shown later in this article.

Customize the script according to what should be populated into the connected form element. For example, fetch data from an external system using an API call.

For this example, we will simply show a few important variables in action. We'll use the following script:

#######################################################################
# Template: HelloID SA Powershell data source
# Name: Weather report PowerShell datasource
# Date: 8.7.2023
#######################################################################

#region init

$VerbosePreference = "SilentlyContinue"
$InformationPreference = "Continue"
$WarningPreference = "Continue"

# global variables (Automation --> Variable library):
$globalVarExample = $companyName

# variables configured in form:
$formVarExample = $datasource.tempunit.tempUnitLabel

# Other SA variables
$requesterVarExample = $requester.userName

#endregion init

#region functions

Function Get-Test-Values {
	return $myObject = @(
		@{
			label = "Global variable"
			value = "$globalVarExample"
		}
		@{
			label = "Form variable"
			value = "$formVarExample"
		}
		@{
			label = "SA variable"
			value = "$requesterVarExample"
		}
	)
}

#endregion functions

#region lookup
try {
    Write-Information "Querying data"

    $result = Get-Test-Values

    Write-Output $result
} catch {
    $ex = $PSItem
    Write-Verbose "Error at Line '$($ex.InvocationInfo.ScriptLineNumber)': $($ex.InvocationInfo.Line). Error: $($ex.Exception.Message)"

    Write-Error "Error querying data. Error Message: $($_ex.Exception.Message)"
}
#endregion lookup

In order to test your script, enter test values for any input variables you declared on the Data Source Input tab. If the variable type is an object, enable the Interpreted As JSON toggle first.

For this example, we'll enable the Interpreted As JSON toggle for the tempUnit input variable, and manually enter the following simulated form input. (In production, this value will come from the dropdown form element on Step 1 of the form, via $datasource.tempunit.tempUnitLabel.)

{
	"tempUnitLabel": "Celsius",
	"tempUnitValue": "celsius"
}

Click Execute PowerShell to test your script.

Go to the Received Data tab to view the output of the test run.

For this example, our example variables have been resolved and passed back to HelloID.

Click Save. HelloID takes us back to the Edit Form Field dialog.

Now, we can feed the outputs of other form elements into the input variables of our PowerShell data source, by enabling their Use Value From Other Field toggle(s).

For this example, we'll feed the Temperature unit dropdown element into the tempUnit input variable.

Finally, we need to choose which field from the data source's output model will be used for the form element's value, and which will be used for its display text.

For this example, we'll select value for the Value Field, and label for the Text Field.

Click Update Field.

Click Save.

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

For the form element that contains the data source, click Edit Form Element.

Go to the Data Source tab.

Continue by following the instructions in Add a PowerShell data source.

Go to Self Service > Data Sources.

For the relevant data source, click Delete.

To confirm, click Delete.