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Hello and welcome to this HelloID Service Automation product release video for March 2020.
HelloID Service Automation is an User Management Self Service solution designed to delegate user management into the organisation. For example Delegate group management, Delegate distribution group management, delegate share management. It will help ICT departments to Prevent accumulation of licenses and access rights.
In this video I first I’d like to start with a PowerPoint presentation and then demo you the new functionalities.
The first item we have added is that now we can pass field information to a Service Automation form via an URL parameter. This is helpful if you want to open a form with specific information set via the URL. You can use this for example as part of the provisioning process in HelloID. Suppose an account is created by the provisioning process and you want to give the manager the option to add or remove specific group memberships. Now you can include an URL to a group membership form in the new account created email send to the manager upon creation of the account. Nice thing is now that the new created account is preselected. I will demo this new functionality after this PowerPoint presentation.
We’ve also updated a couple of components with the option to pre-select. We have done this for a Grid, for the radio button, for the multi select, and for the dropdown. If you have multiple items, for example in a grid, you can pre-select one row and help the end user.
We also have been working on multiple new API options. You can now start a product request via the API. This is useful if you offer one form with multiple options to request different products. Every product might have a different workflow associated to it. Now you can handle this from one form. I will also demo you this functionality.
We also have started with the option creating all the forms and underlying layers via the API, then if you want to enrol or start up a complete new HelloID portal, you can create a full set of forms straight from a script evoking the API’s. This is helpful for consultants doing multiple HelloID installs. So the API supports now the creation of a form, data source, product and service desk form. We are still missing creation of a task and managing the HelloID variables. I’m not going to demo you this new functionality in this release but instead I’ll demo it in the April release, because then we’ll have the whole set of all the API sets available to automatically create all the front components and product components in the HelloID portal. Okay, so let me demo the other new functionalities to you.
Pass input parameters to a from by URL
So the first new option I’d like to show you is that you can pass input parameters to a form by URL. I have a group membership form, and now the form for ‘search for user’ is empty but I can extend the URL with the keyword ‘form user’ and the value ‘TjeerdS’, I will search for myself, and now you see that the URL is passing the value into this textbox. This is interesting, you can connect this easily, for example, to user provisioning, as I already mentioned during the PowerPoint presentation.
So I have a new onboarded email that is send to the manager Amir Atkinson. This email is created by HelloID provisioning and includes a link to a HelloID Service Desk form. So, here I am using the new feature to pass URL parameters to the form. The link includes the new onboarded user “Daan”. So as a manager I don’t have to look up that new user and I can immediately start with making modifications to the group memberships. This is a really powerful feature and it gives you more options to connect provisioning with the HelloID forms.
So let me briefly show you how to configure this option. You can go to a form, I’ll search for group membership, and I’m making a connection with the ‘search for user’ box. So this is new, the ‘make component dependent’ was already available on ‘other field’ but now it’s also available on ‘URL query parameter’ and I can specify what the keyword should be in the URL connecting to this text box. The mechanism I just showed you is the end result.
Okay, we also have added some default selections to a couple of components and I also have a form to demonstrate all the modified components. So I have created one form with all the default selections already in it, Default selections form, and you can already see it here. The support department in the grid is being pre-selected, support is being pre-selected in the radio button, also for the dropdown, I have multiple options but support is being pre-selected, and in the multiselect support it is pre-selected as well. So let me show you quickly how to do that. So here you have the option that default selection is active including what column determines the default selection for what row in the data source. So let me switch over to the data source. The data source Departments is a simple static data source. So let’s look at the default column values, these are all false and this one is true, so let’s make a modification. We update this one to true, save, and let me change this to false. So development is now true and support is false. So this will change the default selection, I’ll go back to the form, refresh, and now you can see that development is being pre-selected and support not anymore. Again you can see that default selection is turned on, it’s based on data source on demo departments, and the column for the selection is default. You can see multiselect here, so if you have multiple default values then you will have multiple selections here, for the grid and others it will choose the first one that comes across.
So again let me update data source, set this to true, and if I do a refresh it still says development, since it is the first one but in multiselect it will also show support as a default option.
Request multiple HelloID products from another form
Okay so now let me show the last thing I can demo and that is that you can request multiple HelloID products from another form. I believe that is a very simple but powerful mechanism, so let me first show you the result. So, I’m a manager and as a manager I have a form, and in the form I can select a user, I selected Daan, and now what I can do is multiselect. So basically, these products I’m selecting are HelloID products and perhaps with auto approve or multiple step approval and if I do this then as a manager I will request SAP and Visio as HelloID products for this user. Instead of searching and selecting multiple products from the generic product over tab, I can use this single form.
So let me start this, I’m doing SAP and Visio. Now, let me switch over to Daan. So here I logged in as Daan and if I do a refresh you will see that the products are both requested by the manager Amir and that they are pending for approval. So it’s actually just following the approval process for those HelloID products. The way I’m doing it is by evoking and excluding the API call. If I refresh you will see that it has been approved because Amir is the approver and of course it automatically approves because Amir was requesting it.
This is the end of this video. Thank you for your time and attention.
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For now have a wonderful day.