Introduction
HelloID Dynamic Forms (also known simply as "forms") are a flexible and powerful tool for your organization. Each form can be as simple or as complex as you need it to be; from a single page with a one text box, to a multi-step wizard with drop downs, radio buttons, check boxes, and more.
Forms provide a front-end interface for both Self Service product requests and delegated forms. In the case of Self Service requests, the dynamic form allows users to provide additional information about their request (e.g., intended return date of an asset). In the case of delegated forms, the underlying dynamic form allows passing in arguments and displaying results of tasks (often custom PowerShell tasks) that perform operations in your organization's network (e.g., enable/disable user accounts, update attributes, create groups, etc.).
Most form elements can be bound to a data source for added functionality. Data sources can be static lists that you define inside of HelloID (good for centralized management of data that rarely changes), or data pulled from an external API.
Forms Overview
Go to Self Service > Forms to see an overview of all the dynamic forms available in your HelloID environment.
The following information is displayed for each form:
- Name
The form's name. Click Edit under the Actions column to change this value. - Actions
Click Edit to view and change the form. Click Clone Form to create a copy of the form. Click Delete to remove the form from HelloID.
